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Redtail CRM VS Zapflow

Compare Redtail CRM VS Zapflow 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.

Zapflow logo Zapflow

Zapflow is a cloud-based tool for professional investors to manage their deal flows​.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • Zapflow Landing page
    Landing page //
    2022-07-24

Zapflow stands as an all-inclusive software solution designed for investing teams. Tailored for alternative investment professionals, it streamlines processes from deal flow, portfolio, and fund management to CRM and LP/ESG reporting. This highly customizable platform adapts seamlessly to the unique needs of businesses, be it in private equity, venture capital, family offices, or corporate VC. Launched in 2016, Zapflow addresses common issues found in fragmented software solutions for investment teams, providing a comprehensive and united approach.

Zapflow is cloud-based productivity tool designed for professional investors to manage their deal flow. We save many hours for you every month, help you make better investment decisions and help you improve your daily operations.

Redtail CRM videos

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

Zapflow videos

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Creating deals in Zapflow

More videos:

Category Popularity

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

Redtail CRM

Zapflow

Finance
100 100%
Finance
0% 0
CRM
56 56%
CRM
44% 44
Business & Commerce
100 100%
Business & Commerce
0% 0
CRM Platforms
0 0%
CRM Platforms
100% 100

User comments

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What are some alternatives?

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

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

4Degrees.ai - Automatically track your relationships & deals with actionable intelligence to help you move them forward.

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

Affinity - Relationship Intelligence, Reimagined

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.

DealCloud - The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies

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