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Redtail CRM VS Nexj CRM

Compare Redtail CRM VS Nexj CRM 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.

Nexj CRM logo Nexj CRM

Nexj offers CRM solutions for finance and insurance firms.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • Nexj CRM Landing page
    Landing page //
    2022-10-15

Redtail CRM videos

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

Nexj CRM videos

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Category Popularity

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

Redtail CRM

Nexj CRM

Business & Commerce
82 82%
Business & Commerce
18% 18
CRM
73 73%
CRM
27% 27
Finance
79 79%
Finance
21% 21
Sales Workflow
61 61%
Sales Workflow
39% 39

User comments

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What are some alternatives?

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

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

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

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.

DebtPayPro - DebtPayPro Financial Services CRM Software provides a cutting edge solution to help with debt settlement, student loan consolidation and more. Inquire today!

Money Guide Pro - Money Guide Pro is a financial planning software solution.

CRMnext - CRMnext is a digital CRM solution with strong vertical solutions for banking, insurance, media, and telecom sectors.

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