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Nexj CRM VS Redtail CRM

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

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Contents:
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  2. » Videos
  3. » Reviews
  4. » Alternatives

Nexj CRM logo Nexj CRM

Nexj offers CRM solutions for finance and insurance firms.

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • Nexj CRM Landing page
    Landing page //
    2022-10-15
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

Nexj CRM videos

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Redtail CRM videos

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

Category Popularity

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

Nexj CRM

Redtail CRM

CRM
26 26%
CRM
74% 74
Business & Commerce
18 18%
Business & Commerce
82% 82
Finance
20 20%
Finance
80% 80
Sales Workflow
100 100%
Sales Workflow
0% 0

User comments

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What are some alternatives?

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

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

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.

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

DebtPayPro - DebtPayPro Financial Services CRM Software provides a cutting edge solution to help with debt settlement, student loan consolidation and more. Inquire today!

CRMnext - CRMnext is a digital CRM solution with strong vertical solutions for banking, insurance, media, and telecom sectors.

Money Guide Pro - Money Guide Pro is a financial planning software solution.

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