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SmartOffice VS Redtail CRM

Compare SmartOffice VS Redtail CRM and see what are their differences

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SmartOffice logo 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.

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • SmartOffice Landing page
    Landing page //
    2023-05-01
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

SmartOffice videos

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Review App - SmartOffice

Redtail CRM videos

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

Category Popularity

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

SmartOffice

Redtail CRM

CRM
56 56%
CRM
44% 44
Business & Commerce
39 39%
Business & Commerce
61% 61
Insurance Administration And Management
100 100%
Insurance Administration And Management
0% 0
Sales Workflow
61 61%
Sales Workflow
39% 39

User comments

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What are some alternatives?

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

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

AMS360 - AMS360. The management solution for your core business functions. Learn More View Brochure. BenefitPoint. The benefits solution that manages the unique challenges of your business.

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

QQCatalyst - Insurance Agency Management

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

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

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