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BoldDesk VS Redtail CRM

Compare BoldDesk VS Redtail CRM and see what are their differences

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BoldDesk logo BoldDesk

Premium Customer Service Software to manage your customer support. Manage support email, publish self-help articles, and automate repetitive tasks.
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Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • BoldDesk
    Image date //
    2024-05-02
  • BoldDesk
    Image date //
    2024-05-02
  • BoldDesk
    Image date //
    2024-05-02
  • BoldDesk
    Image date //
    2024-05-02
  • BoldDesk
    Image date //
    2024-05-02
  • BoldDesk
    Image date //
    2024-05-02

BoldDesk is a premium cloud-based customer service software and designed to streamline and simplify customer query management. With BoldDesk, you can provide access to a huge collection of knowledge-based articles while organizing and handling customer inquiries with ease.

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

BoldDesk

Website
bolddesk.com
Pricing URL
Official BoldDesk Pricing
$ Details
paid Free Trial $25.0 / Monthly (For 3 agents)
Platforms
Web REST API Cloud Android iPhone
Release Date
2022 May
Edit details

Redtail CRM

Website
corporate.redtailtechnology.com
Pricing URL
-
$ Details
-
Platforms
-
Release Date
-
Edit details

BoldDesk features and specs

  • Ticketing System: Yes
  • Artificial Intelligence: Yes
  • Automation: Yes
  • Customer Portal: Yes
  • Customization: Yes
  • Task Management: Yes
  • Multilingual Support: Yes
  • Integeration: Yes
  • Export contact: Yes
  • Report and Analysis: Yes

Redtail CRM features and specs

No features have been listed yet.

BoldDesk videos

+ Add

Getting Started with Syncfusion BoldDesk

Redtail CRM videos

+ Add

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

Category Popularity

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

BoldDesk

Redtail CRM

Customer Support
100 100%
Customer Support
0% 0
Business & Commerce
0 0%
Business & Commerce
100% 100
Help Desk
100 100%
Help Desk
0% 0
CRM
58 58%
CRM
42% 42

User comments

Share your experience with using BoldDesk 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, BoldDesk 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.

BoldDesk mentions (1)

  • Customer Support Agents Vs Knowledge Base
    Https://bolddesk.com help your agents to succeed. Source: 10 months 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 BoldDesk and Redtail CRM, you can also consider the following products

Zendesk - Zendesk is a beautiful, lightweight help-desk solution.

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

LiveAgent - LiveAgent is a fully-featured web-based live chat and help desk software. It harnesses the power of a universal inbox, real-time live chat, built-in call center, and a robust customer service portal. Start your free 1 month trial today!

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

Freshdesk - Freshdesk is a cloud-based customer support software that lets you support customers through traditional channels like phone and email, social channels like Facebook and Twitter, and your own branded community

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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