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Redtail CRM VS 4Degrees.ai

Compare Redtail CRM VS 4Degrees.ai and see what are their differences

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Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.

4Degrees.ai logo 4Degrees.ai

Automatically track your relationships & deals with actionable intelligence to help you move them forward.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • 4Degrees.ai Landing page
    Landing page //
    2023-08-27

Redtail CRM videos

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

4Degrees.ai videos

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Category Popularity

0-100% (relative to Redtail CRM and 4Degrees.ai)

Redtail CRM

4Degrees.ai

Business & Commerce
100 100%
Business & Commerce
0% 0
CRM
54 54%
CRM
46% 46
CRM Platforms
0 0%
CRM Platforms
100% 100
Finance
100 100%
Finance
0% 0

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What are some alternatives?

When comparing Redtail CRM and 4Degrees.ai, you can also consider the following products

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

Affinity - Relationship Intelligence, Reimagined

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

Zapflow - Zapflow is a cloud-based tool for professional investors to manage their deal flows​.

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.

Attio - Attio is a radically new type of CRM that is real-time, entirely customizable and intuitively collaborative. Using Attio, your team can create, build and deploy your CRM exactly as you want it.

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