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Redtail CRM VS CostCertified

Compare Redtail CRM VS CostCertified and see what are their differences

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

Redtail CRM logo Redtail CRM

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

CostCertified logo CostCertified

The first true eCommerce construction experience
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • CostCertified Landing page
    Landing page //
    2023-05-28

Redtail CRM videos

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

CostCertified videos

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CostCertified Short Overview

More videos:

  • Review - CostCertified Basement Builders Review | Testimonial
  • Review - CostCertified Video Review by Profile Cabinetry | "Game Changer"

Category Popularity

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

Redtail CRM

CostCertified

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

User comments

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

Based on our record, CostCertified 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.

CostCertified mentions (1)

  • (New Home Construction) I built a solution for my business that got me from working 50 hours a week down to 10 and productivity up 100%. I want to know if it's viable as a "start up" product/service?
    Sounds like what you've built is very similar to what CostCertified sells. The drawback of a model like the one you are describing is it requires heavy investment from the builder to input selections into the database and stay up to date with the ever changing world of building materials. Simultaneously if you, as the company making this new product, are saying that you'll maintain that database that's a huge time... Source: over 1 year ago

What are some alternatives?

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

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

Joist - Joist is a mobile application to manage estimates, invoicing and accounting for contractors.

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

ProBuild App - The all-in-one app that lets contractors manage their projects, estimates, invoices, timesheets, and communications from a smartphone.

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.

HouseCall Pro - HouseCall Pro is a top rated mobile app that will put you in control & delight your customers. Scheduling, dispatching, GPS tracking, invoicing, credit cards & more.

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