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Redtail CRM VS Folk

Compare Redtail CRM VS Folk 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.

Folk logo Folk

The next generation contact manager
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • Folk Landing page
    Landing page //
    2019-03-11

Redtail CRM videos

+ Add

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

Folk videos

+ Add

Folk Rock Starter Pack

More videos:

  • Review - reading the folk of the air trilogy in a day | series²
  • Review - FOLK OF THE AIR SERIES REVIEW BY HOLLY BLACK

Category Popularity

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

Redtail CRM

Folk

Finance
100 100%
Finance
0% 0
CRM
26 26%
CRM
74% 74
Business & Commerce
100 100%
Business & Commerce
0% 0
Sales
0 0%
Sales
100% 100

User comments

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What are some alternatives?

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

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

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.

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

HubSpot - Grow Better With HubSpot: Software that's powerful, not overpowering. Seamlessly connect your data, teams, and customers on one CRM platform that grows with your business.

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.

Overloop CRM - Everything starts with a good conversation.

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