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PlanGrid VS Redtail CRM

Compare PlanGrid VS Redtail CRM and see what are their differences

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

PlanGrid logo PlanGrid

The #1 construction app. Used by thousands of companies to save time, money, and ditch paper plans forever.

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • PlanGrid Landing page
    Landing page //
    2023-07-09
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

PlanGrid videos

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PlanGrid Review

More videos:

Redtail CRM videos

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

Category Popularity

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

PlanGrid

Redtail CRM

Project Management
100 100%
Project Management
0% 0
Finance
0 0%
Finance
100% 100
Construction
100 100%
Construction
0% 0
Business & Commerce
59 59%
Business & Commerce
41% 41

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What are some alternatives?

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

Procore - Procore is the world's most widely used construction project management software. Easy to use, mobile platform with unlimited user licenses.

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

Bluebeam Revu - The end-to-end digital workflow and collaboration solution trusted by over 1 million AEC professionals worldwide. Revu delivers award-winning PDF creation, editing, markup and collaboration technology designed for AEC workflows.

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

Fieldwire - The construction app for project and task management in the field.

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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