Software Alternatives & Reviews
Register | Login

Redtail CRM VS Docoh

Compare Redtail CRM VS Docoh and see what are their differences

Pipedrive
Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams. featured
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.

Docoh logo Docoh

A free website to help you make better investment decisions
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • Docoh Landing page
    Landing page //
    2023-07-29

  • Research companies, investment themes, and technology trends with the most powerful SEC filing search.
  • Use 10-K & 10-Q comparisons, sentiment analysis, new/removed word lists, and XBRL financial data charts.
  • Stay updated on companies and technologies with filing email alerts by company or keyword.

Redtail CRM

Website
corporate.redtailtechnology.com
Pricing URL
-
$ Details
-
Platforms
-
Release Date
-
Edit details

Docoh

Website
docoh.com
Pricing URL
Official Docoh Pricing
$ Details
free
Platforms
Browser iOS
Release Date
2019 March
Edit details

Redtail CRM videos

+ Add

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

Docoh videos

+ Add

Free Company Research for Better Investment Decisions | Docoh Review

More videos:

  • Review - Super-easy way to read SEC filings (review of DOCOH)

Category Popularity

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

Redtail CRM

Docoh

Business & Commerce
100 100%
Business & Commerce
0% 0
Finance
24 24%
Finance
76% 76
CRM
100 100%
CRM
0% 0
Investing
0 0%
Investing
100% 100

User comments

Share your experience with using Redtail CRM and Docoh. For example, how are they different and which one is better?
Log in or Post with

Social recommendations and mentions

Based on our record, Docoh seems to be more popular. It has been mentiond 18 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.

Docoh mentions (18)

  • How do you search for stocks?
    You can find other great investors' holdings here: https://www.dataroma.com/m/home.php or https://capedge.com/ or https://www.reddit.com/r/SecurityAnalysis/search?q=Letters%20and%20Reports%20author%3A%22Beren-%22&restrict_sr=on&sort=new&t=all. Source: over 1 year ago
  • Differences in 10-Ks from Year-to-Year
    You can try docoh.com (here's Google for example). Source: almost 2 years ago
  • How do you read 10-K filings to make the analysis more efficient?
    Thanks for your help. Didn't know about the docoh.com site. Looks pretty useful. Source: about 2 years ago
  • Help, question
    Good insight on dilution. Most frequent way is through an offering you can use this website to check each. Source: about 2 years ago
  • We created a powerful tool for value investors // Stock Unlock
    I also spoke to the CEO of docoh.com multiple times. They have MANY users per month with great SEO. Source: about 2 years ago
View more

What are some alternatives?

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

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

BamSEC - Financial research made easier

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

OpenInsider - OpenInsider is an SEC Form 4 insider screener that allows you to monitor the insider trading filings for insider buying and selling.

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.

EdmundSEC - The most powerful search tool for financial documents, with free access to transcripts and table downloads!

Loading...