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Base CRM VS Redtail CRM

Compare Base CRM VS Redtail CRM and see what are their differences

Zoho CRM
Omnichannel CRM for Businesses of all sizes featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

Base CRM logo Base CRM

Customer relationship management (CRM) & sales software geared towards making your small business, mid-market or enterprise sales team 10x more productive.

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • Base CRM Landing page
    Landing page //
    2022-01-07

  bit.lySoftware by Base

  • Redtail CRM Landing page
    Landing page //
    2021-09-26

Base CRM videos

+ Add

Base CRM Demo

More videos:

  • Review - 5 Minute Overview - Introduction to Base CRM

Redtail CRM videos

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

Category Popularity

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

Base CRM

Redtail CRM

CRM
94 94%
CRM
6% 6
Sales
100 100%
Sales
0% 0
Business & Commerce
0 0%
Business & Commerce
100% 100
CRM Platforms
100 100%
CRM Platforms
0% 0

User comments

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What are some alternatives?

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

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.

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

Zoho CRM - Omnichannel CRM for Businesses of all sizes

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

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

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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