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Redtail CRM VS VAULT

Compare Redtail CRM VS VAULT 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.

VAULT logo VAULT

A password manager for freelancers, developers, agencies, IT departments and teams. VAULT safely stores account information and makes it easy to share between co-workers, other team members and clients.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • VAULT Landing page
    Landing page //
    2018-09-30

Create groups, clients, categories and add data to it.

  • Do you have a client who loses their passwords all the time? Share the complete account to their Vault and they will never need to bother you again
  • Do you manage tons of clients their hosting and development environments? Put it all in Vault
  • Do you work in team? Share clients with other developers, marketers, webdesigners, account managers, ...

Redtail CRM videos

+ Add

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

VAULT videos

+ Add

Mark Kermode reviews The Vault

More videos:

  • Review - HORROR REVIEW: The Vault (2017)
  • Review - Vault Trailer #1 (2019) | Movieclips Indie

Category Popularity

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

Redtail CRM

VAULT

Business & Commerce
100 100%
Business & Commerce
0% 0
Password Management
0 0%
Password Management
100% 100
CRM
100 100%
CRM
0% 0
Security & Privacy
0 0%
Security & Privacy
100% 100

User comments

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What are some alternatives?

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

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

1Password - 1Password can create strong, unique passwords for you, remember them, and restore them, all directly in your web browser.

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

Lastpass - LastPass is an online password manager and form filler that makes web browsing easier and more secure.

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.

KeePass - KeePass is an open source password manager. Passwords can be stored in highly-encrypted databases, which can be unlocked with one master password or key file.

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