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Redtail CRM VS chatwee

Compare Redtail CRM VS chatwee 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.

chatwee logo chatwee

Group chat app for online communities. Used wherever visitor interaction and engagement are key to the site's functioning.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • chatwee Landing page
    Landing page //
    2023-02-07

Chatwee is a live chat app which targets online communities and virtual events. It has been proven to be useful for mental health support, team communication, live trading, church services, live video streaming, education, and more purposes related to communication among large numbers of participants. Chatwee allows its users to communicate via public, group, and private conversations. The app is easy to install and offers a set of powerful moderation tools along with extensive customization options.

Aside from the free version and a free trial, Chatwee is available with monthly, long-term, and pay per use plans (more details here: https://chatwee.com/pricing). If you'd like to request a custom-made enterprise solution, including up to 3,000 simultaneous users and features on demand, please contact us to discuss it individually - https://chatwee.com/contact.

Add a dynamic social hub to your site today and see the engagement rise!

Redtail CRM videos

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

chatwee videos

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Chatwee - Instant communication platform for online communities

Category Popularity

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

Redtail CRM

chatwee

Business & Commerce
100 100%
Business & Commerce
0% 0
Communication
0 0%
Communication
100% 100
Finance
100 100%
Finance
0% 0
Productivity
0 0%
Productivity
100% 100

User comments

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

Based on our record, chatwee seems to be more popular. It has been mentiond 2 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.

chatwee mentions (2)

  • What are the best Virtual Events Engagement ideas?
    One interesting thing I saw was a selfie wall for participants. On another note, lots of engagement can come via a chat room widget like ours, which has indeed been used during many virtual events. Source: about 2 years ago
  • Do you know who uses your product?
    We know our basic segments using our group chat web app but overall the people on the other end are so diverse that targetting them with any kind of promo is very tough. Source: over 2 years ago

What are some alternatives?

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

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

MirrorFly - World's Most Scalable Voice, Video & Chat SDK for Small, Medium & Enterprises

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

echofin - Echofin helps communities grow, engage and monetize their following in ways no other platform has done so far.

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.

Grove - Personalized financial planning for everyone

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