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Redtail CRM VS Epicor Kinetic

Compare Redtail CRM VS Epicor Kinetic and see what are their differences

Pipedrive
Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams. featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.

Epicor Kinetic logo Epicor Kinetic

Epicor ERP is a global enterprise resource planning solution.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • Epicor Kinetic Landing page
    Landing page //
    2023-03-17

Redtail CRM videos

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Day-to-Day Habits: Using the Redtail CRM Daily

Epicor Kinetic videos

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Epicor ERP Production Overview

Category Popularity

0-100% (relative to Redtail CRM and Epicor Kinetic)

Redtail CRM

Epicor Kinetic

Finance
100 100%
Finance
0% 0
ERP
0 0%
ERP
100% 100
CRM
16 16%
CRM
84% 84
Business & Commerce
100 100%
Business & Commerce
0% 0

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Redtail CRM and Epicor Kinetic

Redtail CRM Reviews

We have no reviews of Redtail CRM yet.
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Epicor Kinetic Reviews

Best ERP Software 2022: Top Rated ERP Systems Comparison
Epicor ERP is targeted towards Manufacturers, Distributors, Retailers, and Service Providers in small, medium, and large-scale industries. Epicor provides active ERP and Retail solutions along with integration to handle Point of Sale (POS), e-Commerce, and customer relations.
Source: www.softwaretestinghelp.com

What are some alternatives?

When comparing Redtail CRM and Epicor Kinetic, you can also consider the following products

Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

SAP ERP - SAP ERP is enterprise resource planning software developed by the German company SAP SE.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

Sage Intacct - Intacct is a cloud-based accounting and financial management system that is designed for the businesses of all levels.

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

Oracle NetSuite - NetSuite is the leading integrated cloud business software suite, including business accounting, ERP, CRM and ecommerce software.

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