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Redtail CRM VS PlanGrid

Compare Redtail CRM VS PlanGrid 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
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Redtail CRM logo Redtail CRM

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

PlanGrid logo PlanGrid

The #1 construction app. Used by thousands of companies to save time, money, and ditch paper plans forever.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • PlanGrid Landing page
    Landing page //
    2023-07-09

Redtail CRM videos

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

PlanGrid videos

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PlanGrid Review

More videos:

Category Popularity

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

Redtail CRM

PlanGrid

Finance
100 100%
Finance
0% 0
Project Management
0 0%
Project Management
100% 100
Business & Commerce
41 41%
Business & Commerce
59% 59
Construction
0 0%
Construction
100% 100

User comments

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What are some alternatives?

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

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

Procore - Procore is the world's most widely used construction project management software. Easy to use, mobile platform with unlimited user licenses.

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

Bluebeam Revu - The end-to-end digital workflow and collaboration solution trusted by over 1 million AEC professionals worldwide. Revu delivers award-winning PDF creation, editing, markup and collaboration technology designed for AEC workflows.

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.

Fieldwire - The construction app for project and task management in the field.

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