Software Alternatives, Accelerators & Startups

Redtail CRM VS infoRouter

Compare Redtail CRM VS infoRouter and see what are their differences

Redtail CRM logo Redtail CRM

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

infoRouter logo infoRouter

infoRouter is a EDMS that includes Workflow, Document routing, Electronic Forms, Scanning, Storage, Archiving, Indexing & Records Management
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • infoRouter Landing page
    Landing page //
    2022-08-04

Redtail CRM videos

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

infoRouter videos

infoRouter Demo - Testing

Category Popularity

0-100% (relative to Redtail CRM and infoRouter)
Finance
100 100%
0% 0
Project Management
0 0%
100% 100
CRM
100 100%
0% 0
Document Management System

User comments

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What are some alternatives?

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

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

Docomotion - Docomotion offers tools for designing and generating all types of transactional and operational business documents.

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

AODocs - AODocs is the document management solution recommended for G Suite. Secure your documents, structure your content, & automate your processes

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.

OpenKM - OpenKM is an easy to use powerful version control system that enables businesses efficiently and systematically capture, store, secure, manage, maintain and distribute corporate information assets with the goal of facilitating knowledge creation, op…