Comparison Summary
Redtail CRM: Redtail CRM is a web-based Client Relationship Management software. It integrates widely and deeply with popular financial services tools.
Solve CRM: Solve CRM simplifies record keeping, communication, and scheduling with mobile-friendly automation and consistency. It integrates with G Suite, offering activity templates, custom fields, and secure team collaboration.
Redtail CRM and Solve CRM: Customer Satisfaction Data
Most deployed common Use Cases for Redtail CRM and Solve CRM
What solutions does Redtail CRM and Solve CRM provide for Workflow Management?
"...I'm enjoying the process of streamlining all of my client interactions so that once a task is completed it knows exactly what workflow to choose next...." Peer review by Jacob S, Advisor/Client Support
"...It is a one stop shop for information about clients and workflow...." Peer review by Zachary, Imperial lifestyle managment
How can Redtail CRM and Solve CRM optimize your Contact List Management Workflow?
How does Redtail CRM and Solve CRM address your Engagement Management Challenges?
Redtail CRM in Action: Unique Use Cases
Why is Redtail CRM the best choice for Relationship Management?
What Are the key features of Redtail CRM for Training & Onboarding?
Solve CRM in Action: Unique Use Cases
Why is Solve CRM the best choice for Collaboration?
Why is Solve CRM the best choice for Communication Management?
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.
Solve - Productivity CRM for Web, iPhone iPad and Android
Financials
PRIVATE
PRIVATE
Failure Risk Guidance Security Report?
Compliance Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Security & Privacy Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Integration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Migration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
IT and Other Capabilities
- Low
- Medium
- High
