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Simple VS Redtail CRM

Compare Simple VS Redtail CRM and see what are their differences


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

Redtail is a web-based client relationship management solution for the financial advisors.
Simple Landing Page
Simple Landing Page
Redtail CRM Landing Page
Redtail CRM Landing Page

Simple details

Categories
Time Tracking Personal Finance CRM
Website simple.com  

Redtail CRM details

Categories
CRM Sales Workflow Sales
Website corporate.redtailtechnology.com  

Simple videos

The Truth About Simple Skin Care

More videos:

  • - DOCTOR V Reviews Simple | Brown/ Dark Skin of Colour | SOC
  • - Simple Skincare Review! Micellar Water, Cleansers, Moisturizer | Clean, Affordable Skin Care

Redtail CRM videos

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

Category Popularity

0-100% (relative to Simple and Redtail CRM)
65
65%
35%
35
35
35%
65%
65
100
100%
0%
0
0
0%
100%
100

Reviews

These are some of the external sources and on-site user reviews we've used to compare Simple and Redtail CRM

Simple Reviews

The 8 Best Budgeting Apps of 2020
Simple is more than a budgeting app, it is an online bank account that replaces your old checking account and has tons of useful budgeting features built-in. When your budget and your bank live in the same app, it is much easier to manage and keep everything under control because you only have one place to visit to view and manage your money.
17 Top Evernote Alternatives for Note-Taking for 2019
Here’s the lowdown: Simplenote is free across all devices; Evernote isn’t. Evernote has an adequate amount of formatting and rich text options; Simplenote doesn’t. Evernote offers web clipping, Simplenote doesn’t.

Redtail CRM Reviews

We have no reviews of Redtail CRM yet.
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Social recommendations and mentions

We have tracked the following product recommendations or mentions on Reddit and HackerNews. They can help you identify which product is more popular and what people think of it.

Simple mentions

  • Q about Simple hosted message center
    Prior to putting this on reddit the site showed a simple.com blue banner. - Source: Reddit / 2 months ago
  • I never had to call Simple.
    Patience and discovering that simple.com now points to BBVA's Simple migration page. - Source: Reddit / 9 days ago

Redtail CRM mentions

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

What are some alternatives?

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

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

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

Joist - Joist is a mobile application to manage estimates, invoicing and accounting for contractors.

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.

Toggl - Toggl is an online time tracking tool. It features 1-click time tracking and helps you see where your time goes. Free and paid versions are available.

Sentieo - The Modern Equity Research Platform by Buysiders for Buysiders

User reviews

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

Post a review