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LIFEfit VS Redtail CRM

Compare LIFEfit VS Redtail CRM and see what are their differences

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. featured
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LIFEfit logo LIFEfit

Financial Information Technology provides flexible administration software to life and pensions companies worldwide.

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • LIFEfit Landing page
    Landing page //
    2021-09-20
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

LIFEfit videos

+ Add

LifeFit band review!

Redtail CRM videos

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

Category Popularity

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

LIFEfit

Redtail CRM

Insurance Administration And Management
100 100%
Insurance Administration And Management
0% 0
Business & Commerce
42 42%
Business & Commerce
58% 58
CRM
68 68%
CRM
32% 32
Sales Workflow
81 81%
Sales Workflow
19% 19

User comments

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What are some alternatives?

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

AgencyBloc - CRM/Agency Management System for L&H Insurance Agencies

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

NowCerts - NowCerts offers automated updates of policy information from carrier databases.

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

PolicyCenter - Guidewire PolicyCenter empowers property and casualty insurers to meet the needs of a rapidly changing industry with efficient underwriting and agile policy.

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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