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Redtail CRM VS 4Degrees

Compare Redtail CRM VS 4Degrees 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 logo 4Degrees

Customer relationship & pipeline management for companies
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • 4Degrees Landing page
    Landing page //
    2023-05-15

Redtail CRM

Categories
  • Business & Commerce
  • CRM
  • Finance
  • Sales Workflow
Website corporate.redtailtechnology.com
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4Degrees

Categories
  • CRM
  • Sales
  • Productivity
  • Customer Experience
Website 4degrees.com
Edit details

Redtail CRM videos

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

4Degrees videos

No 4Degrees videos yet. You could help us improve this page by suggesting one.

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Category Popularity

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

Redtail CRM

4Degrees

Business & Commerce
100 100%
Business & Commerce
0% 0
CRM
72 72%
CRM
28% 28
Finance
100 100%
Finance
0% 0
Productivity
0 0%
Productivity
100% 100

User comments

Share your experience with using Redtail CRM and 4Degrees. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, 4Degrees seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Redtail CRM mentions (0)

We have not tracked any mentions of Redtail CRM yet. Tracking of Redtail CRM recommendations started around Mar 2021.

4Degrees mentions (1)

  • 1976, when a builder could choose any lot in Spokane, he chose this superior location to raise his family.
    1976, when a builder could choose any lot in Spokane, he chose this superior location to raise his family. 47 years later, first time on the market, this meticulously-maintained timepiece awaits your imagination. Nestled at the start of Panorama drive, find privacy and seclusion on a .84 double lot offering enchanting trees and bluffs - a tranquil retreat within the city. The sprawling natural yard presents you... Source: 11 months ago

What are some alternatives?

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

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

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

FollowUpBoss - Stop leaving money on the table and make sure all your leads are followed up with our Real Estate Lead Management Software.

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

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.

OvationCXM - Own the journey. Guide the experience. Unleash the benefits.

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