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Redtail CRM VS Pulse by Bench Accounting

Compare Redtail CRM VS Pulse by Bench Accounting and see what are their differences

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Redtail CRM logo Redtail CRM

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

Pulse by Bench Accounting logo Pulse by Bench Accounting

See the financial health of your business in real-time.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • Pulse by Bench Accounting Landing page
    Landing page //
    2023-04-19

Redtail CRM videos

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

Pulse by Bench Accounting videos

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Category Popularity

0-100% (relative to Redtail CRM and Pulse by Bench Accounting)

Redtail CRM

Pulse by Bench Accounting

Finance
80 80%
Finance
20% 20
Fintech
0 0%
Fintech
100% 100
CRM
100 100%
CRM
0% 0
AI
0 0%
AI
100% 100

User comments

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What are some alternatives?

When comparing Redtail CRM and Pulse by Bench Accounting, you can also consider the following products

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

Tillful - Tillful's mission is to unlock capital and increase access to credit for small business owners by using better data.

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

Wealthbox - Smart CRM for financial advisors

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.

Railz - Build Financial SME apps using normalized Accounting data

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