Comparison Summary
Redtail CRM: Redtail CRM is a web-based Client Relationship Management software. It integrates widely and deeply with popular financial services tools.
Daylite: Daylite offers a comprehensive feature set to help businesses regain control. All features across plans can be browsed on their website.
Redtail CRM and Daylite: Customer Satisfaction Data
Most deployed common Use Cases for Redtail CRM and Daylite
How can Redtail CRM and Daylite enhance your Workflow Management process?
"...I really appreciate utilizing automations to trigger workflows, and the reports that can be generated to track results or see an overview of how we've been doing. ...." Peer review by Paul G., Executive Assistant, Financial Services
"...I've used Daylite for many years (long enough to remember how excited I was when Daylite Touch came out) and although the set-up took some brainstorming/planning because there is a myriad of possibilities for workflow management, it was well worth the investment...." Peer review by Sara, Digits Discourse
What solutions does Redtail CRM and Daylite provide for Contact List Management?
Redtail CRM in Action: Unique Use Cases
How can Redtail CRM optimize your Engagement Management Workflow?
What Are the key features of Redtail CRM for Relationship Management?
How can Redtail CRM enhance your Training & Onboarding process?
Daylite in Action: Unique Use Cases
What Are the key features of Daylite for Communication Management?
What benefits does Daylite offer for Lead Tracking?
About
Web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations.
Daylite | Combines the power of a CRM, Project Management App, and Lead Management app
Financials
PRIVATE
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Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
