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Redtail CRM VS Attio

Compare Redtail CRM VS Attio 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.

Attio logo 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.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • Attio Landing page
    Landing page //
    2022-12-19

Redtail CRM videos

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

Attio videos

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Category Popularity

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

Redtail CRM

Attio

Business & Commerce
100 100%
Business & Commerce
0% 0
CRM
39 39%
CRM
61% 61
Project Management
0 0%
Project Management
100% 100
Finance
100 100%
Finance
0% 0

User comments

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

Based on our record, Attio seems to be more popular. It has been mentiond 5 times 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.

Attio mentions (5)

  • Launch HN: Okapi (YC W24) – A new, flexible CRM with good UX
    Great stuff! I celebrate everyone who gets the world off SFDC. We recently started using https://attio.com/ — how do you guys compare? - Source: Hacker News / 2 months ago
  • Show HN: Teable – Open-Source No-Code Database Fusion of Postgres and Airtable
    Attios website: https://attio.com/ Also, what makes this different from: Budibase (cofounder). - Source: Hacker News / 2 months ago
  • Launch HN: Twenty.com (YC S23) – open-source CRM
    2 competitors which I think are getting things right on the UI front are Attio [1] and Folk [2]. It's not as powerful as Salesforce and the data structure is very loose, but they have done a good job with the user-experience. They are not open source though. [1] https://attio.com. - Source: Hacker News / 10 months ago
  • Tracking Users, Organizations, and Investors in B2B SaaS Growth
    I like what I see with https://attio.com/. Haven’t used it yet but have it on the list to check out eventually. Source: 12 months ago
  • Show HN: Simple CRM and Sales Automation
    We’re building Attio (https://attio.com) for exactly this use case! We have a really modular data structure and a flexible API that feels a lot like Airtable or Notion with all the CRM features you’d expect. I’d love to learn more about your use case as I really believe the idea of a “modular, developer focused” CRM is long overdue! Disclaimer: I am the CTO :). - Source: Hacker News / over 2 years ago

What are some alternatives?

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

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

Clariti.app - Clariti is a team communication app that uses Artificial Intelligence to combine emails, chats, documents, calendar events and feeds on the same topic, in rich context-based Conversations to ensure your communication stays focused & organized.

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

CiraSync - CiraSync is a program that syncs and shares office 365 GAL contacts and calendars to smartphones.

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.

Simplish - Simplish is a day planner software that is used for time management.

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