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Compare Redtail Technology and Vymo Engage IQ

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At a Glance
Redtail Technology
Redtail Technology
Star Rating
(211)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Information
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plans
Vymo Engage IQ
Vymo Engage IQ
Star Rating
(160)4.6 out of 5
Market Segments
Enterprise (67.1% of reviews)
Information
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Vymo Engage IQ

Redtail Technology vs Vymo Engage IQ

When assessing the two solutions, reviewers found Vymo Engage IQ easier to use, set up, and administer. However, reviewers felt that both vendors make it equally easy to do business overall.

  • Reviewers felt that Vymo Engage IQ meets the needs of their business better than Redtail Technology.
  • When comparing quality of ongoing product support, Redtail Technology and Vymo Engage IQ provide similar levels of assistance.
  • For feature updates and roadmaps, our reviewers preferred the direction of Vymo Engage IQ over Redtail Technology.
Pricing
Entry-Level Pricing
Redtail Technology
Enterprise
Contact Us
Browse all 3 pricing plans
Vymo Engage IQ
No pricing available
Free Trial
Redtail Technology
Free Trial is available
Vymo Engage IQ
No trial information available
Ratings
Meets Requirements
8.6
181
9.2
93
Ease of Use
8.6
186
9.0
93
Ease of Setup
8.5
98
9.1
29
Ease of Admin
8.8
60
9.1
28
Quality of Support
8.8
171
8.8
92
Has the product been a good partner in doing business?
9.0
62
9.0
28
Product Direction (% positive)
8.5
182
8.8
75
Features by Category
Not enough data
Not enough data
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
8.5
10
Not enough data
Functionality
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Not enough data
Usability
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Not enough data
Reliability
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Not enough data
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sales Performance ManagementHide 14 FeaturesShow 14 Features
Not enough data
Not enough data
Agentic AI - Sales Performance Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Incentives
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Personalization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administrative
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Financial Services CRMHide 21 FeaturesShow 21 Features
7.4
119
Not enough data
Content
7.2
105
Not enough data
Platform Additional Functionality
7.5
94
Not enough data
8.6
114
Not enough data
7.9
95
Not enough data
7.6
100
Not enough data
6.6
80
Not enough data
Platform Reporting and Analytics
8.0
92
Not enough data
6.9
78
Not enough data
Customer Support
8.4
96
Not enough data
8.0
98
Not enough data
8.1
102
Not enough data
7.9
94
Not enough data
Marketing Automation
7.0
81
Not enough data
7.6
90
Not enough data
6.6
82
Not enough data
Sales Force Automation
6.9
83
Not enough data
8.2
95
Not enough data
6.1
72
Not enough data
5.9
72
Not enough data
6.9
73
Not enough data
Agentic AI - Financial Services CRM
6.5
17
Not enough data
Categories
Categories
Shared Categories
Redtail Technology
Redtail Technology
Vymo Engage IQ
Vymo Engage IQ
Redtail Technology and Vymo Engage IQ share no categories
Unique Categories
Redtail Technology
Redtail Technology is categorized as Financial Services CRM, SMS Marketing, Document Management, and Email Backup
Vymo Engage IQ
Vymo Engage IQ is categorized as Sales Performance Management
Reviews
Reviewers' Company Size
Redtail Technology
Redtail Technology
Small-Business(50 or fewer emp.)
90.8%
Mid-Market(51-1000 emp.)
6.3%
Enterprise(> 1000 emp.)
2.9%
Vymo Engage IQ
Vymo Engage IQ
Small-Business(50 or fewer emp.)
18.1%
Mid-Market(51-1000 emp.)
14.8%
Enterprise(> 1000 emp.)
67.1%
Reviewers' Industry
Redtail Technology
Redtail Technology
Financial Services
86.0%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.4%
Other
2.9%
Vymo Engage IQ
Vymo Engage IQ
Insurance
69.8%
Banking
12.1%
Financial Services
4.7%
Accounting
3.4%
Marketing and Advertising
2.7%
Other
7.4%
Alternatives
Redtail Technology
Redtail Technology Alternatives
Salesforce Financial Services Cloud
Salesforce
Add Salesforce Financial Services Cloud
Wealthbox CRM
Wealthbox CRM
Add Wealthbox CRM
Maximizer
Maximizer
Add Maximizer
HighLevel
HighLevel
Add HighLevel
Vymo Engage IQ
Vymo Engage IQ Alternatives
Zoho CRM
Zoho
Add Zoho CRM
Freshsales
Freshsales
Add Freshsales
Salesforce Sales Cloud
Salesforce Sales Cloud
Add Salesforce Sales Cloud
HubSpot Sales Hub
HubSpot Sales Hub
Add HubSpot Sales Hub
Discussions
Redtail Technology
Redtail Technology Discussions
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
Hannah G.
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
Tom K.
TK
We use it as an internal file storage for ComplianceRead more
Monty the Mongoose crying
Redtail Technology has no more discussions with answers
Vymo Engage IQ
Vymo Engage IQ Discussions
Monty the Mongoose crying
Vymo Engage IQ has no discussions with answers