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Redtail CRM VS Publicate

Compare Redtail CRM VS Publicate and see what are their differences

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Reimagine how you connect with prospects and customers 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.

Publicate logo Publicate

Build Beautiful Emails. Export and Send Anywhere.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • Publicate Landing page
    Landing page //
    2024-03-24

Publicate is the easiest way to curate and present content beautifully. Create professional email newsletters and other curated content in minutes, without I.T., using a simple drag-and-drop publishing editor. Agencies, investment firms, bloggers, and marketers all over the world use Publicate to avoid the hassles of complicated publishing software and email template editors. It saves them time, and the end result looks great. Give it a try free, and see the difference for yourself.

We hope you enjoy using it as much as we do building it.

Redtail CRM

Website
corporate.redtailtechnology.com
Pricing URL
-
$ Details
-
Platforms
-
Release Date
-
Edit details

Publicate

Website
publicate.it
Pricing URL
Official Publicate Pricing
$ Details
paid Free Trial $16.0 / Monthly (Individual)
Platforms
Web Browser Google Chrome GMail MailChimp Outlook Pocked Safari Firefox Twitter Slack Feedly RSS Zapier
Release Date
2011 September
Edit details

Redtail CRM features and specs

No features have been listed yet.

Publicate features and specs

  • Content Library - multimedia, file upload, integrations: Yes
  • Design - Brandkit, Version History, Saved Modules/Elements: Yes
  • Sending - Export, Integrations, PDF, Custom URL: Yes
  • Analytics - Views, Clicks, Shares, Heatmaps, Download CSV: Yes
  • Collaboration - Members, Users Roles, Permissions, Real time editing, Commenting, Approval: Yes

Redtail CRM videos

+ Add

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

Publicate videos

+ Add

How to create an email newsletter in under 5 minutes: For ANY email service

More videos:

  • Tutorial - How To Create An Email Newsletter For Gmail And Outlook
  • Tutorial - Sending Newsletters via email with Publicate Publish button
  • Tutorial - Viewing and Understanding a Single Newsletter Analytics with Publicate
  • Tutorial - Sending Newsletters via Gmail with Publicate Chrome or Safari extensions

Category Popularity

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

Redtail CRM

Publicate

Finance
100 100%
Finance
0% 0
Email Marketing
0 0%
Email Marketing
100% 100
CRM
100 100%
CRM
0% 0
Newsletter Marketing
0 0%
Newsletter Marketing
100% 100

User comments

Share your experience with using Redtail CRM and Publicate. 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 Publicate

Redtail CRM Reviews

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

Publicate Reviews

10 Best Software for Creating Newsletters: Top Picks!
Take Publicate’s email builder for example. With Publicate, you can choose from hundreds of fully customizable professional email newsletter templates for internal and external audiences in no time using the drag-and-drop functionality and content blocks.
Source: publicate.it
5 Best Newsletter Tools & Software for Engaging Emails
Publicate is a sophisticated newsletter tool that can be the perfect complementary resource for enhancing your current email marketing efforts. The primary goal of the platform is to make constructing newsletters simple, as well as ensuring that the final product precisely reflects your company’s branding.
Source: publicate.it
5 Best HTML Email Builder Software: How to Choose?
This is because you can design your emails within Publicate and simply export them to send in your email provider of your choice with the click of the button. There is even a plugin for direct integration within Gmail and Outlook so you can choose your template within your favorite email provider itself.
Source: publicate.it

What are some alternatives?

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

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

Sendy - Sendy is a self hosted newsletter app that sends emails 100x cheaper via Amazon SES

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

MailerLite - Affordable Email Marketing Software. Get all features (Segmentation, Automation, A/B testing) for up to 1,000 subscribers & send unlimited emails for free!

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.

GetResponse - Email marketing from GetResponse. Send email newsletters, campaigns, online surveys and follow-up autoresponders. Simple, easy interface. FREE sign up.

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