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Envel VS Redtail CRM

Compare Envel VS Redtail CRM and see what are their differences

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Envel logo Envel

The World's Smartest Bank Account

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • Envel Landing page
    Landing page //
    2023-08-02
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

Envel videos

+ Add

Envel Bank Review | The World's Smartest Bank Account

More videos:

  • Review - Envel Bank Review | Good Choice For Digital Envelope Budgeting?
  • Review - Envel Mobile Banking App - Exploring our best features

Redtail CRM videos

+ Add

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

Category Popularity

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

Envel

Redtail CRM

Personal Finance
100 100%
Personal Finance
0% 0
Business & Commerce
0 0%
Business & Commerce
100% 100
Fintech
100 100%
Fintech
0% 0
CRM
16 16%
CRM
84% 84

User comments

Share your experience with using Envel 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, Envel 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.

Envel mentions (1)

  • One Finance refugees join us on Simple Finances Discord server
    Check out https://envel.ai. I'm using them now and it's pretty good. Source: almost 2 years 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 Envel and Redtail CRM, you can also consider the following products

Qube Money - Qube Money is the #1 new budgeting app on a mission to digitize cash envelopes! Create a budget in minutes and start spending with purpose. Download the app today and start organizing your finances.

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

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

Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

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.

YouNeedABudget - Personal home budget software built with Four Simple Rules to help you quickly gain control of your money, get out of debt, and reach your financial goals!

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