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Square Invoices VS Redtail CRM

Compare Square Invoices VS Redtail CRM and see what are their differences

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Square Invoices logo Square Invoices

Square Invoices is a software that offers sellers an easy and affordable way to get paid faster, send invoices from mobile device or computer.

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • Square Invoices Landing page
    Landing page //
    2023-06-16
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

Square Invoices videos

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Redtail CRM videos

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

Category Popularity

0-100% (relative to Square Invoices and Redtail CRM)

Square Invoices

Redtail CRM

Accounting
100 100%
Accounting
0% 0
Business & Commerce
0 0%
Business & Commerce
100% 100
Finance
69 69%
Finance
31% 31
CRM
0 0%
CRM
100% 100

User comments

Share your experience with using Square Invoices and Redtail CRM. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, Square Invoices seems to be more popular. It has been mentiond 3 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Square Invoices mentions (3)

  • Best CMS/SSG for small business website?
    For the invoicing that is something I would look at my bookkeeping software to provide. There are a bunch of vendors out there to choose from. The advantage is they can manage the generation and sending of invoices and automatically sending follow up messages when the invoice hasn’t been paid. Quick books is the biggest player in the space. Square has an interesting invoicing tool... Source: 12 months ago
  • Payment gateway service provider?
    Have you looked at Square? https://squareup.com/us/en/invoices. Source: about 1 year ago
  • Corp to Corp Electronic Payments without Fees?
    There are tons of invoicing plats out there. Square Invoices supports ACH payments at 1% fee. Source: about 2 years ago

Redtail CRM mentions (0)

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 Square Invoices and Redtail CRM, you can also consider the following products

Invoice Template - Create beautiful looking invoices in seconds

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

BillGrid.com - BillGrid is an easy to use online invoicing, billing and expense management system that will save you time with tracking clients projects, expenses, invoices and payments.

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

ChargeOver - ChargeOver automates recurring billing, subscription billing, & payment acceptance. A SaaS that integrates with Xero, Quickbooks, & has an API. Free trial.

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.

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