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Top 10 Redtail Technology Alternatives & Competitors

By Orion Advisor Tech
(156)4.3 out of 5

If you are considering Redtail Technology, you may also want to investigate similar alternatives or competitors to find the best solution. Other important factors to consider when researching alternatives to Redtail Technology include tasks and emails. The best overall Redtail Technology alternative is Wealthbox CRM. Other similar apps like Redtail Technology are Salesforce Financial Services Cloud, Keap, Maximizer, and Close. Redtail Technology alternatives can be found in Financial Services CRM Software but may also be in CRM Software or Email Marketing Software.

Best Paid & Free Alternatives to Redtail Technology

  • Wealthbox CRM
  • Salesforce Financial Services Cloud
  • Keap
Show More

Top 10 Alternatives to Redtail Technology Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how Redtail Technology stacks up to the competition, check reviews from current & previous users in industries like Financial Services, Investment Management, and Insurance, and find the best product for your business.
    #1

  1. Wealthbox CRM

    By Wealthbox
    (102)4.5 out of 5

    2. CRM for Financial Advisors

    Categories in common with Redtail Technology:

    Reviewers say compared to Redtail Technology, Wealthbox CRM is:

    Easier to admin
    More usable
    Better at meeting requirements
    See all Wealthbox CRM reviews
    #2

  2. Salesforce Financial Services Cloud

    By Salesforce
    (92)4.2 out of 5

    3. Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.

    Categories in common with Redtail Technology:

    Reviewers say compared to Redtail Technology, Salesforce Financial Services Cloud is:

    Slower to reach roi
    More expensive
    See all Salesforce Financial Services Cloud reviews
    TaskSuite
  3. SponsoredYou’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.

    TaskSuite

    (3)5.0 out of 5

    4. TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.

    Visit Website
    Visit Website
    #3

  4. Keap

    By Keap
    (1,561)4.2 out of 5
    Optimized for quick response

    5. Small business CRM, e-commerce, email and social marketing solution all in one place

    Categories in common with Redtail Technology:

    Reviewers say compared to Redtail Technology, Keap is:

    Slower to reach roi
    More expensive
    See all Keap reviews
    #4

  5. Maximizer

    By Maximizer Software
    (572)4.0 out of 5
    Optimized for quick response

    6. The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.

    Categories in common with Redtail Technology:
    Get a quote

    Reviewers say compared to Redtail Technology, Maximizer is:

    Slower to reach roi
    More expensive
    See all Maximizer reviews
    #5

  6. Close

    By Close
    (1,621)4.7 out of 5
    Optimized for quick response

    7. Close is an all-in-one sales CRM designed to increase sales productivity for sales teams. With built-in calling, email, SMS, and more, sales teams are able to close more deals and make more sales—all without manual data entry!

    Categories in common with Redtail Technology:

    Reviewers say compared to Redtail Technology, Close is:

    More expensive
    More usable
    Better at meeting requirements
    See all Close reviews
    #6

  7. Birdeye

    By Birdeye
    (3,142)4.7 out of 5
    Optimized for quick response

    8. Birdeye is a reputation, social media, and customer experience platform for local businesses and brands. Over 150,000 businesses use Birdeye’s all-in-one platform to effortlessly manage online reputation, connect with prospects through digital channels, and gain customer experience insights to grow sales and thrive.

    Categories in common with Redtail Technology:

    Reviewers say compared to Redtail Technology, Birdeye is:

    Slower to reach roi
    More expensive
    Better at meeting requirements
    See all Birdeye reviews
    #7

  8. Brevo Marketing Platform

    By Brevo
    (2,215)4.5 out of 5
    Optimized for quick response

    9. Easily manage your marketing campaigns, transactional emails, and SMS messages all in one simple and powerful platform.

    Categories in common with Redtail Technology:

    Reviewers say compared to Redtail Technology, Brevo Marketing Platform is:

    Slower to reach roi
    More usable
    Better at meeting requirements
    See all Brevo Marketing Platform reviews
    #8

  9. ActiveCampaign

    By ActiveCampaign
    (13,784)4.5 out of 5
    Optimized for quick response

    10. ActiveCampaign offers effortless email and marketing automation. Grow your business with AI-powered automations that suggest, personalize, and validate your marketing campaigns. With hundreds of automation triggers and actions, conditional routing, and an AI-powered drag-and-drop builder, you can create deeper automations than the competition, faster.

    Categories in common with Redtail Technology:

    Reviewers say compared to Redtail Technology, ActiveCampaign is:

    Slower to reach roi
    More expensive
    Better at meeting requirements
    See all ActiveCampaign reviews
    #9

  10. Constant Contact

    By Constant Contact
    (6,534)4.1 out of 5
    Optimized for quick response

    11. Whether you’re looking to reach more customers, sell more products, or simply share your passion with the world, Constant Contact has all the tools, features, and expert guidance you need to get online — and grow online — all in one place.

    Categories in common with Redtail Technology:

    Reviewers say compared to Redtail Technology, Constant Contact is:

    Slower to reach roi
    More expensive
    See all Constant Contact reviews
    #10

  11. Intuit Mailchimp All-in-One Marketing Platform

    By Mailchimp
    (5,214)4.4 out of 5
    Optimized for quick response

    12. Mailchimp is a leading marketing automation platform trusted by over 11 million users, from small businesses to global brands like TEDTalks, Shutterstock, and Boston Market. With AI-powered insights, seamless integrations, and expert support, Mailchimp helps businesses connect with customers, drive revenue, and build lasting brand loyalty across email, social media, and more.

    Categories in common with Redtail Technology:
    Get a quote

    Reviewers say compared to Redtail Technology, Intuit Mailchimp All-in-One Marketing Platform is:

    Slower to reach roi
    Better at meeting requirements
    More usable
    See all Intuit Mailchimp All-in-One Marketing Platform reviews
    TaskSuite
  12. SponsoredYou’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.

    TaskSuite

    (3)5.0 out of 5

    13. TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.

    Visit Website
    Visit Website

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