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Pipeliner CRM VS Redtail CRM

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

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Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

Pipeliner CRM logo Pipeliner CRM

Pipeliner CRM empowers small to medium-sized sales teams to close more deals and lower risk. Implementation and training are a breeze. Mac & Windows.

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • Pipeliner CRM Landing page
    Landing page //
    2023-10-17

  www.pipelinersales.comSoftware by Pipelinersales Corporation

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

Pipeliner CRM videos

+ Add

What Are the Benefits of Using Pipeliner CRM?

More videos:

  • Review - Pipeliner CRM: Product Spotlight
  • Review - Pipeliner CRM: Pipeline View

Redtail CRM videos

+ Add

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

Category Popularity

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

Pipeliner CRM

Redtail CRM

CRM
93 93%
CRM
7% 7
Business & Commerce
74 74%
Business & Commerce
26% 26
Sales
100 100%
Sales
0% 0
Finance
0 0%
Finance
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Pipeliner CRM and Redtail CRM

Pipeliner CRM Reviews

Top 21 Salesforce’s Competitors and Alternatives
Pipeliner CRM offers baseline features designed for sales teams and professionals. This CRM also provides a dynamic pipeline view that helps users focus on high-value info and activities. The company has around 200 employees and over $50 million in revenues annually.
Source: bstrategyhub.com

Redtail CRM Reviews

We have no reviews of Redtail CRM yet.
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What are some alternatives?

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

Zoho CRM - Omnichannel CRM for Businesses of all sizes

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

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.

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

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

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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