Software Alternatives, Accelerators & Startups

Redtail CRM VS Ricochet360

Compare Redtail CRM VS Ricochet360 and see what are their differences

Redtail CRM logo Redtail CRM

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

Ricochet360 logo Ricochet360

Use Ricochet360 CRM lead dialer, IVR, cloud phone system & marketing automation platform to increase contact rates & sales. Track prospects, notes, to-dos.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • Ricochet360 Landing page
    Landing page //
    2022-10-23

Redtail CRM videos

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

Ricochet360 videos

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Category Popularity

0-100% (relative to Redtail CRM and Ricochet360)
Business & Commerce
52 52%
48% 48
CRM
39 39%
61% 61
Finance
100 100%
0% 0
Communication
0 0%
100% 100

User comments

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What are some alternatives?

When comparing Redtail CRM and Ricochet360, you can also consider the following products

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

Pipeliner CRM - Pipeliner CRM empowers small to medium-sized sales teams to close more deals and lower risk. Implementation and training are a breeze. Mac & Windows.

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

Pobuca Connect - Connect with your contacts.

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.

Bigin by Zoho CRM - Pipeline-centric CRM built and priced for small businesses