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Fat Free CRM VS Redtail CRM

Compare Fat Free CRM VS Redtail CRM and see what are their differences

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Fat Free CRM logo Fat Free CRM

Fat Free CRM is an open source CRM designed to be highly customizable; elegant in simplicity.

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • Fat Free CRM Landing page
    Landing page //
    2022-04-05
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

Fat Free CRM videos

+ Add

Fat Free CRM: Working with Leads

More videos:

  • Review - Fat Free CRM: Using Tasks

Redtail CRM videos

+ Add

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

Category Popularity

0-100% (relative to Fat Free CRM and Redtail CRM)

Fat Free CRM

Redtail CRM

CRM
39 39%
CRM
61% 61
Business & Commerce
0 0%
Business & Commerce
100% 100
Sales
100 100%
Sales
0% 0
Sales Workflow
57 57%
Sales Workflow
43% 43

User comments

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What are some alternatives?

When comparing Fat Free 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...

HotBoomerang - HotBoomerang is a fully customizable contact manager.

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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