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Redtail CRM VS XT-ERP

Compare Redtail CRM VS XT-ERP and see what are their differences

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Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

Redtail CRM logo Redtail CRM

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

XT-ERP logo XT-ERP

Modular enterprise resource planning solution
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
Not present

Redtail CRM videos

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

XT-ERP videos

No XT-ERP videos yet. You could help us improve this page by suggesting one.

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Category Popularity

0-100% (relative to Redtail CRM and XT-ERP)

Redtail CRM

XT-ERP

Business & Commerce
100 100%
Business & Commerce
0% 0
CRM
82 82%
CRM
18% 18
Communication
0 0%
Communication
100% 100
Finance
100 100%
Finance
0% 0

User comments

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What are some alternatives?

When comparing Redtail CRM and XT-ERP, you can also consider the following products

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

Ricochet360 - Use Ricochet360 CRM lead dialer, IVR, cloud phone system & marketing automation platform to increase contact rates & sales. Track prospects, notes, to-dos.

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

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.

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.

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

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