Redtail Technology is a customer relationship management (CRM) software provider that specializes in solutions for the financial services industry, particularly wealth management and advisory firms. The company offers cloud-based platforms designed to help financial advisors manage client relationships, streamline operations, and organize business data. Redtail serves independent advisors, small to mid-sized firms, and enterprises seeking to improve client engagement and operational efficiency. Glimpse tracks 47 alternatives to Redtailtechnology across pricing, hiring, ads, content, tech stack, and reviews - updated daily.
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Redtailtechnology
Salesmate
Salesmate is a customer relationship management (CRM) platform that helps sales teams manage leads, contacts, and deals through a centralized system. The software provides tools for sales pipeline management, communication tracking, and customer data organization to support small and mid-sized businesses in their sales operations.
Reallysimplesystems
Really Simple Systems is a CRM (Customer Relationship Management) software provider that helps businesses manage customer interactions, sales pipelines, and business processes. The company offers cloud-based solutions designed for small to medium-sized businesses seeking affordable and user-friendly customer management tools. Their platform enables users to organize customer data, track sales activities, and automate business workflows.
Alesforce
Alesforce is a customer relationship management (CRM) software company that provides tools to help businesses manage customer interactions, sales processes, and customer data. The platform serves organizations of various sizes that need to streamline their sales operations and improve customer engagement through centralized CRM functionality.
Dynamics
Microsoft Dynamics is a customer relationship management (CRM) platform that helps organizations manage sales, customer service, and business operations. The software enables companies to track customer interactions, automate workflows, and analyze business data to improve decision-making and customer engagement. Dynamics serves businesses across various industries and is part of Microsoft's broader enterprise software portfolio.
Business
Adobe Business provides customer relationship management (CRM) solutions designed to help organizations manage customer interactions, sales processes, and business relationships. The platform serves businesses of various sizes across multiple industries seeking to streamline their sales and customer engagement operations.
Genesys
Genesys is a software company that provides customer relationship management (CRM) and contact center solutions for businesses. Their platform enables organizations to manage customer interactions across multiple channels including voice, email, chat, and social media. Genesys serves enterprises across various industries seeking to improve customer service operations and streamline communications.
Zendesk
Zendesk is a customer service software company that provides cloud-based tools for managing customer support, sales, and engagement across multiple channels. The platform enables businesses to organize customer interactions, streamline support workflows, and maintain relationships through ticketing, knowledge bases, and communication features. Zendesk serves organizations of various sizes across industries that need to manage customer relationships and support operations.
Oracle
Oracle Corporation is a multinational software company that develops database management systems, enterprise resource planning (ERP) software, and customer relationship management (CRM) solutions for businesses of all sizes. The company serves organizations across various industries by providing cloud-based and on-premise software products designed to help manage business operations, customer interactions, and data management. Oracle maintains a significant position in the enterprise software market, offering a comprehensive suite of applications and infrastructure services to global customers.
Nimble
Nimble is a customer relationship management (CRM) platform that helps businesses organize and manage their customer interactions and sales processes. The company serves small to mid-sized businesses seeking to streamline contact management, sales tracking, and customer communication through a cloud-based CRM solution.
Nutshell
Nutshell is a customer relationship management (CRM) platform that helps businesses manage sales pipelines, customer interactions, and leads. The software serves small to mid-sized companies looking to streamline their sales processes and improve customer relationship tracking. Nutshell offers features for contact management, deal tracking, and sales automation through a web-based interface.
Insightly
Insightly is a cloud-based customer relationship management (CRM) platform that helps businesses manage customer interactions, sales pipelines, and business relationships. The software serves small to mid-sized companies across various industries by providing tools for contact management, project tracking, and sales automation. Insightly offers both a standalone CRM solution and integrated productivity features to streamline customer engagement and business processes.
Engagebay
Engagebay is a customer relationship management (CRM) platform that provides small and medium-sized businesses with tools for sales, marketing, and customer service. The company offers features including contact management, email campaigns, sales automation, and customer support ticketing through an integrated software suite. Engagebay serves organizations looking for an affordable alternative to enterprise CRM solutions.
Capsulecrm
Capsule CRM is a customer relationship management platform that helps small businesses and sales teams manage contacts, leads, and customer interactions. The software provides tools for organizing customer data, tracking communications, and managing sales pipelines through a centralized database. Capsule CRM serves primarily small to mid-sized businesses looking to streamline their sales and customer management processes.
Followupboss
Followupboss is a customer relationship management (CRM) platform designed for real estate agents and brokers to manage leads, automate follow-ups, and track client interactions. The software helps sales teams organize and prioritize prospects while streamlining communication workflows. It serves primarily small to mid-sized real estate businesses seeking to improve conversion rates and client retention.
Goldmine
Goldmine is a customer relationship management (CRM) software platform that helps businesses manage customer interactions, sales pipelines, and contact information. The company serves small to mid-sized businesses seeking to streamline their sales and customer management processes through its CRM tools and features.
Kommo
Kommo is a customer relationship management (CRM) platform that helps businesses manage sales pipelines, customer interactions, and business processes. The software serves small to mid-sized companies across various industries by providing tools for contact management, deal tracking, and team collaboration. Kommo offers both cloud-based and self-hosted deployment options for organizations looking to streamline their customer management workflows.
Maximizer
Maximizer is a customer relationship management (CRM) software company that provides tools for managing customer interactions, sales pipelines, and business relationships. The platform serves small to mid-sized businesses across various industries seeking to streamline customer data management and sales processes. Maximizer offers both cloud-based and on-premise deployment options for its CRM solutions.
Attio
Attio is a customer relationship management (CRM) platform that helps teams organize and manage customer interactions and data. The company serves businesses looking for an alternative to traditional CRM systems, offering tools for sales, marketing, and customer management workflows.
Apptivo
Apptivo is a cloud-based CRM and business management software platform that serves small to mid-sized businesses. The company provides tools for customer relationship management, sales tracking, invoicing, and project management to help organizations streamline their operations. Apptivo offers both free and paid subscription plans for its integrated business applications.
Gohighlevel
GoHighLevel is a customer relationship management (CRM) platform that provides sales and marketing automation tools for businesses and agencies. The platform offers features including contact management, pipeline tracking, email marketing, SMS campaigns, and workflow automation designed to streamline customer interactions and business processes. GoHighLevel primarily serves small to medium-sized businesses and marketing agencies seeking an all-in-one CRM solution.
Lessannoyingcrm
Less Annoying CRM is a customer relationship management software provider that offers CRM solutions designed for small businesses and sales teams. The company provides tools to help users manage customer contacts, track sales pipelines, and organize business relationships through a web-based platform. Less Annoying CRM focuses on delivering an accessible alternative to complex enterprise CRM systems.
Netsuite
NetSuite is a cloud-based enterprise resource planning (ERP) and customer relationship management (CRM) software provider that helps businesses manage their financials, inventory, orders, and customer relationships. The company serves mid-market and large enterprises across various industries, offering integrated solutions that consolidate business operations into a single platform. NetSuite is owned by Oracle Corporation, which acquired it in 2016.
Salesflare
Salesflare is a customer relationship management (CRM) platform designed for small to medium-sized businesses and sales teams. The company provides tools for managing customer interactions, tracking sales pipelines, and automating routine business processes. Salesflare serves organizations that need accessible CRM functionality without the complexity of enterprise-level solutions.
Relenta
Relenta is a customer relationship management (CRM) software provider that helps businesses manage client interactions, sales pipelines, and customer data. The platform serves small to medium-sized companies seeking to streamline their sales processes and improve customer relationship management through a centralized system.
Folk
Folk is a customer relationship management (CRM) platform designed for relationship-focused businesses and professionals. The company provides tools to help users organize, track, and manage their business relationships and interactions in a centralized system.
Creatio
Creatio is a customer relationship management (CRM) software company that provides platforms for managing sales, marketing, and customer service operations. The company serves businesses of various sizes seeking to streamline customer interactions and automate business processes. Creatio offers both cloud-based and on-premise solutions designed to help organizations improve customer engagement and operational efficiency.
Thryv
Thryv is a customer relationship management (CRM) platform designed primarily for small and medium-sized businesses across service industries such as home services, healthcare, and professional services. The software provides tools for managing customer contacts, scheduling, invoicing, and communications in a unified system. Thryv serves businesses looking to streamline customer interactions and operational workflows through integrated CRM functionality.
Intercom
Intercom is a customer relationship management (CRM) platform that provides messaging and communication tools for businesses to connect with customers across multiple channels. The company serves organizations of various sizes by offering features such as live chat, customer support, and targeted messaging to manage customer interactions and improve engagement. Intercom operates as a software-as-a-service provider in the CRM industry.
Agilecrm
Agilecrm is a customer relationship management (CRM) platform that helps businesses manage sales, marketing, and customer service operations. The company serves small to mid-sized organizations looking to streamline customer interactions and sales workflows through a unified CRM system.
Method
Method is a CRM software company that provides cloud-based customer relationship management solutions for businesses. The platform enables organizations to manage customer interactions, sales processes, and business operations through a centralized system. Method serves small to mid-sized companies looking to streamline their customer management and sales workflows.
Bitrix24
Bitrix24 is a cloud-based CRM and business management platform that helps companies manage customer relationships, sales pipelines, and team collaboration. The software serves small to medium-sized businesses across various industries with integrated tools for sales, customer service, project management, and communication. Bitrix24 offers both free and paid subscription tiers for organizations looking to streamline their customer interactions and business processes.
Streak
Streak is a customer relationship management (CRM) platform that integrates directly into Gmail and Google Workspace, allowing users to manage sales pipelines, track deals, and organize customer interactions without leaving their email inbox. The service is designed for sales teams and small to medium-sized businesses that prefer to centralize their CRM functionality within their existing Google tools rather than adopting a separate standalone platform.
Veeva
Veeva Systems is a cloud-based software company that provides customer relationship management (CRM) and enterprise content management solutions primarily for the life sciences industry, including pharmaceutical, biotech, and medical device companies. The company offers a suite of applications designed to manage customer interactions, sales processes, and regulatory compliance workflows. Veeva serves thousands of organizations globally and operates as a public company focused on the regulated life sciences market.
Close
Close is a customer relationship management (CRM) platform designed to help sales teams manage customer interactions, track deals, and streamline their sales processes. The software serves small to mid-sized businesses across various industries that need to organize customer data and improve sales productivity. Close offers features including contact management, sales pipeline tracking, and communication tools integrated into a single platform.
Zoho
Zoho is a software company that develops cloud-based business applications, with a primary focus on customer relationship management (CRM) tools. The company provides a suite of integrated software solutions designed to help businesses manage sales, marketing, customer service, and other core operations. Zoho serves organizations of various sizes across multiple industries through its web-based platform.
Freshworks
Freshworks is a cloud-based software company that provides customer relationship management (CRM) and customer engagement platforms for businesses of all sizes. Their suite of products includes sales, customer service, marketing automation, and helpdesk solutions designed to help organizations manage customer interactions and streamline operations. The company serves small to enterprise-level businesses across various industries globally.
Sugarcrm
SugarCRM is a customer relationship management software platform that helps businesses manage customer interactions, sales pipelines, and customer data. The company serves organizations across various industries by providing tools for sales teams, marketing departments, and customer service operations to streamline workflows and improve customer engagement. SugarCRM offers both cloud-based and on-premise deployment options for its CRM solutions.
Servicenow
ServiceNow is a cloud-based software company that provides workflow automation and IT service management solutions for enterprise organizations. The company offers platforms for managing customer relationships, IT operations, human resources, and other business processes through a unified digital workflow system. ServiceNow serves large organizations across multiple industries seeking to streamline operations and improve service delivery.
Pipedrive
Pipedrive is a customer relationship management (CRM) platform that helps sales teams manage leads, deals, and customer interactions. The software provides tools for sales pipeline visualization, deal tracking, and team collaboration to streamline the sales process. Pipedrive serves small to mid-sized businesses across various industries looking to improve sales efficiency and forecasting.
Act
Act is a customer relationship management (CRM) software company that provides tools for sales teams and businesses to manage customer interactions, sales pipelines, and contact information. The platform helps organizations track leads, manage deals, and streamline sales processes to improve customer relationships and revenue generation.
Sap
SAP is an enterprise software company that provides customer relationship management (CRM) and enterprise resource planning (ERP) solutions to organizations across various industries. The company develops cloud-based and on-premise software platforms that help businesses manage customer interactions, sales processes, and core business operations. SAP serves a global customer base ranging from small businesses to large multinational corporations.
Keap
Keap is a customer relationship management (CRM) platform designed for small businesses and entrepreneurs to manage sales, marketing, and customer interactions. The company provides tools for contact management, sales automation, email marketing, and customer service within an integrated platform. Keap serves primarily small to mid-sized businesses looking to streamline their customer management operations.
Monday
Monday.com is a work operating system that provides project management and workflow automation tools for teams and businesses. The platform serves as a CRM and collaboration solution, enabling organizations to manage customer relationships, sales pipelines, and business processes through customizable dashboards and automation features. The company targets mid-market and enterprise customers across various industries seeking to streamline their operations and team coordination.
Pipelinersales
Pipelinersales provides CRM software designed to help sales teams manage customer relationships and sales pipelines. The platform serves sales organizations looking to streamline their sales processes, track deals, and improve team productivity. Pipelinersales operates in the customer relationship management software market.
Copper
Copper is a customer relationship management (CRM) platform that helps businesses manage sales pipelines, customer interactions, and business relationships. The company serves small to mid-sized businesses and sales teams looking to organize customer data and streamline their sales processes through cloud-based CRM software.
Activecampaign
ActiveCampaign is a customer relationship management (CRM) platform that provides sales, marketing, and service automation tools for businesses. The company serves small to mid-sized organizations across various industries with software designed to manage customer interactions, automate workflows, and track sales pipelines. ActiveCampaign's platform integrates CRM functionality with email marketing and customer service capabilities.
Vtiger
Vtiger is a customer relationship management (CRM) software provider that offers cloud-based and on-premise solutions for managing sales, marketing, and customer service operations. The company serves small to mid-sized businesses seeking to streamline customer interactions, sales pipelines, and business processes through an integrated CRM platform.
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Glimpse tracks 47 alternatives to Redtailtechnology including Salesmate, Reallysimplesystems, Alesforce, and more. Competitive intelligence data is being collected across 13+ sources.
Redtail Technology is a customer relationship management (CRM) software provider that specializes in solutions for the financial services industry, particularly wealth management and advisory firms. The company offers cloud-based platforms designed to help financial advisors manage client relationships, streamline operations, and organize business data. Redtail serves independent advisors, small to mid-sized firms, and enterprises seeking to improve client engagement and operational efficiency.
Glimpse currently tracks 47 alternatives to Redtailtechnology across the crm category. New alternatives are detected automatically as companies are added.
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