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Zapflow VS Redtail CRM

Compare Zapflow VS Redtail CRM and see what are their differences

Zoho CRM
Omnichannel CRM for Businesses of all sizes featured
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Zapflow logo Zapflow

Zapflow is a cloud-based tool for professional investors to manage their deal flows​.

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • Zapflow Landing page
    Landing page //
    2022-07-24

Zapflow stands as an all-inclusive software solution designed for investing teams. Tailored for alternative investment professionals, it streamlines processes from deal flow, portfolio, and fund management to CRM and LP/ESG reporting. This highly customizable platform adapts seamlessly to the unique needs of businesses, be it in private equity, venture capital, family offices, or corporate VC. Launched in 2016, Zapflow addresses common issues found in fragmented software solutions for investment teams, providing a comprehensive and united approach.

Zapflow is cloud-based productivity tool designed for professional investors to manage their deal flow. We save many hours for you every month, help you make better investment decisions and help you improve your daily operations.

  • Redtail CRM Landing page
    Landing page //
    2021-09-26

Zapflow videos

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Creating deals in Zapflow

More videos:

Redtail CRM videos

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

Category Popularity

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

Zapflow

Redtail CRM

CRM
48 48%
CRM
52% 52
Business & Commerce
0 0%
Business & Commerce
100% 100
CRM Platforms
100 100%
CRM Platforms
0% 0
DealFlow
100 100%
DealFlow
0% 0

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What are some alternatives?

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

Affinity - Relationship Intelligence, Reimagined

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

4Degrees.ai - Automatically track your relationships & deals with actionable intelligence to help you move them forward.

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

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

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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