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Redtail CRM VS Mixmax

Compare Redtail CRM VS Mixmax and see what are their differences

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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.

Mixmax logo Mixmax

At Mixmax, our mission is to change how the world communicates. We’re an email productivity platform that helps sales, customer success, and recruiting teams do their jobs better.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • Mixmax Landing page
    Landing page //
    2023-07-19

Mixmax connects Gmail with popular CRMs like Salesforce & Pipedrive, allowing users to work smarter out of their inbox, and create better emails, while everything syncs in the background.

The suite offers features like one-click scheduling for meetings, templates, and the create emails & reminder in the future. While reps can track email performance, campaigns (Sequences), and log activity; while everything syncs with their CRM seamlessly.

Learn more or start a free 14-day trial: www.mixmax.com

Redtail CRM videos

+ Add

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

Mixmax videos

+ Add

MixMax Is Pure Awesomeness For Gmail Productivity

More videos:

  • Tutorial - Mixmax Review: How to send cold emails (step-by-step)

Category Popularity

0-100% (relative to Redtail CRM and Mixmax)

Redtail CRM

Mixmax

Finance
100 100%
Finance
0% 0
CRM
10 10%
CRM
90% 90
Email Productivity
0 0%
Email Productivity
100% 100
Business & Commerce
100 100%
Business & Commerce
0% 0

User comments

Share your experience with using Redtail CRM and Mixmax. For example, how are they different and which one is better?
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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 Mixmax

Redtail CRM Reviews

We have no reviews of Redtail CRM yet.
Be the first one to post

Mixmax Reviews

The Best Email Marketing, Sales Prospecting, and Email Automation Software
MixMax is a relative newcomer, but is quickly becoming a favorite tool of marketers. It promises to power your outreach emails and engage more effectively with you active and prospective clients.
Source: www.growthmarketingpro.com

Social recommendations and mentions

Based on our record, Mixmax seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Redtail CRM mentions (0)

We have not tracked any mentions of Redtail CRM yet. Tracking of Redtail CRM recommendations started around Mar 2021.

Mixmax mentions (2)

  • Building Reach in Public
    MixMax → used for email sequences and pre-built templates for quick responses / follow ups. We chose MixMax because of its simplicity. It doesn’t have all of the bells and whistles but it covers most of our needs when it comes to sequencing. It also has a handy Gmail integration that gives you many features when composing an email. Pricing is accessible. Source: over 2 years ago
  • Suggestions pls =)
    I was recommended mixmax.com but looking for suggestions anyone may have here? Source: over 2 years ago

What are some alternatives?

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

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

Outreach - Outreach Is Your Sales Communication Platform

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

SalesLoft - The simpliest way to build the most accurate and targeted lists of leads on the internet

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.

Yesware - Sell smarter with email tracking and more

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