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Affinity VS Redtail CRM

Compare Affinity VS Redtail CRM and see what are their differences

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Affinity logo Affinity

Relationship Intelligence, Reimagined

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • Affinity Landing page
    Landing page //
    2023-06-27
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

Affinity videos

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Affinity Photo | Hands on Review | Photography, Graphic Design, Web Design, Software

More videos:

  • Review - Why I Like Affinity Photo More than PhotoShop
  • Review - Affinity Designer Review

Redtail CRM videos

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Day-to-Day Habits: Using the Redtail CRM Daily

Category Popularity

0-100% (relative to Affinity and Redtail CRM)

Affinity

Redtail CRM

CRM
72 72%
CRM
28% 28
Business & Commerce
0 0%
Business & Commerce
100% 100
Productivity
100 100%
Productivity
0% 0
CRM Platforms
100 100%
CRM Platforms
0% 0

User comments

Share your experience with using Affinity and Redtail CRM. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, Affinity seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Affinity mentions (1)

  • [Hiring] - my company is hiring a senior UX researcher
    The company (Affinity.co) is a CRM platform in the private capital space (think VCs / Private Equity). I've been here for some time and can confidently say that we're one of the best vendors in our niche. We've raised 120mm and are well positioned, actively hiring, and sell mission-critical software. Source: over 1 year ago

Redtail CRM mentions (0)

We have not tracked any mentions of Redtail CRM yet. Tracking of Redtail CRM recommendations started around Mar 2021.

What are some alternatives?

When comparing Affinity and Redtail CRM, you can also consider the following products

4Degrees.ai - Automatically track your relationships & deals with actionable intelligence to help you move them forward.

Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

Attio - Attio is a radically new type of CRM that is real-time, entirely customizable and intuitively collaborative. Using Attio, your team can create, build and deploy your CRM exactly as you want it.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

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