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XT-ERP VS Redtail CRM

Compare XT-ERP VS Redtail CRM and see what are their differences

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XT-ERP logo XT-ERP

Modular enterprise resource planning solution

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
Not present
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

XT-ERP 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 XT-ERP and Redtail CRM)

XT-ERP

Redtail CRM

CRM
19 19%
CRM
81% 81
Business & Commerce
0 0%
Business & Commerce
100% 100
Communication
100 100%
Communication
0% 0
VoIP
100 100%
VoIP
0% 0

User comments

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What are some alternatives?

When comparing XT-ERP and Redtail CRM, you can also consider the following products

Ricochet360 - Use Ricochet360 CRM lead dialer, IVR, cloud phone system & marketing automation platform to increase contact rates & sales. Track prospects, notes, to-dos.

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

Pipeliner CRM - Pipeliner CRM empowers small to medium-sized sales teams to close more deals and lower risk. Implementation and training are a breeze. Mac & Windows.

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

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