Software Alternatives & Reviews

Upgrade VS Redtail CRM

Compare Upgrade VS Redtail CRM and see what are their differences

Upgrade logo Upgrade

The newest lending startup from the former Lending Club CEO

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • Upgrade Landing page
    Landing page //
    2023-10-19
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

Upgrade videos

Upgrade - Movie Review

More videos:

  • Review - Upgrade - Movie Review
  • Review - Upgrade Angry Movie Review

Redtail CRM videos

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

Category Popularity

0-100% (relative to Upgrade and Redtail CRM)
Productivity
100 100%
0% 0
Business & Commerce
0 0%
100% 100
SEO
100 100%
0% 0
CRM
0 0%
100% 100

User comments

Share your experience with using Upgrade 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, Upgrade seems to be more popular. It has been mentiond 2 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.

Upgrade mentions (2)

  • Debit card Fraud
    If you were incurring interest either you had some kind of simple interest credit card (which is rare) from like upgrade.com but most credit cards do not work that way, not even the one from Sofi. Source: over 1 year ago
  • Excellent article about SBA inefficiencies
    My opinion is that the SBA will play the fraud card even if millions of businesses will go down and hardly any get funded. They are more worried of the F word, and they are convinced the IRS is the only one which can solve this problem. We are in 2021 and there are tons of technology to check for fraud. Some of the online loan platforms like sofi.com, upgrade.com, upstart.com ,.etc give loans rather quickly... Source: almost 3 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 Upgrade and Redtail CRM, you can also consider the following products

Zarget - Zarget is new age AB testing and Heatmap software that lets you optimize your website with just a few clicks thereby increasing sales.

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

SE Ranking - All-in-One cloud-based SEO software for agencies, marketing teams and webmasters

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

Omni.co - Instantly lend anything you own to your friends.

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.