Software Alternatives & Reviews

Redtail CRM VS Jenesis Software

Compare Redtail CRM VS Jenesis Software and see what are their differences

Redtail CRM logo Redtail CRM

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

Jenesis Software logo Jenesis Software

Insurance agency management solution
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • Jenesis Software Landing page
    Landing page //
    2021-08-21

Redtail CRM videos

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

Jenesis Software videos

Jenesis Software - A Different Kind of Company

Category Popularity

0-100% (relative to Redtail CRM and Jenesis Software)
Business & Commerce
30 30%
70% 70
CRM
100 100%
0% 0
Insurance Administration And Management
Finance
41 41%
59% 59

User comments

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What are some alternatives?

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

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

NowCerts - NowCerts offers automated updates of policy information from carrier databases.

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

AgencyBloc - CRM/Agency Management System for L&H Insurance Agencies

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.

BindHQ - BindHQ is a platform that allows users to manage their whole insurance and agency work through this agency management system.