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Redtail CRM VS Upgrade

Compare Redtail CRM VS Upgrade 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.

Upgrade logo Upgrade

The newest lending startup from the former Lending Club CEO
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • Upgrade Landing page
    Landing page //
    2023-10-19

Redtail CRM videos

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

Upgrade videos

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Upgrade - Movie Review

More videos:

  • Review - Upgrade - Movie Review
  • Review - Upgrade Angry Movie Review

Category Popularity

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

Redtail CRM

Upgrade

Business & Commerce
100 100%
Business & Commerce
0% 0
Productivity
0 0%
Productivity
100% 100
CRM
100 100%
CRM
0% 0
SEO
0 0%
SEO
100% 100

User comments

Share your experience with using Redtail CRM and Upgrade. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, Upgrade seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Redtail CRM mentions (0)

We have not tracked any mentions of Redtail CRM yet. Tracking of Redtail CRM recommendations started around Mar 2021.

Upgrade mentions (2)

  • Debit card Fraud
    If you were incurring interest either you had some kind of simple interest credit card (which is rare) from like upgrade.com but most credit cards do not work that way, not even the one from Sofi. Source: over 1 year ago
  • Excellent article about SBA inefficiencies
    My opinion is that the SBA will play the fraud card even if millions of businesses will go down and hardly any get funded. They are more worried of the F word, and they are convinced the IRS is the only one which can solve this problem. We are in 2021 and there are tons of technology to check for fraud. Some of the online loan platforms like sofi.com, upgrade.com, upstart.com ,.etc give loans rather quickly... Source: almost 3 years ago

What are some alternatives?

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

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

Zarget - Zarget is new age AB testing and Heatmap software that lets you optimize your website with just a few clicks thereby increasing sales.

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

SE Ranking - All-in-One cloud-based SEO software for agencies, marketing teams and webmasters

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.

Omni.co - Instantly lend anything you own to your friends.

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