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Redtail CRM VS x.ai

Compare Redtail CRM VS x.ai 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.

x.ai logo x.ai

x.ai is a tool to schedule meetings for you and your team.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • x.ai Landing page
    Landing page //
    2022-12-01

With x.ai, you can set up templates with preferences for different types of meetings that x.ai uses to generate possible times that work for you. When you’re ready to schedule, you can share a link to your availability or you can ask x.ai to send times to the people you’re meeting with.

Redtail CRM

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

x.ai

Website
x.ai
Pricing URL
Official x.ai Pricing
$ Details
freemium $8.0 / Monthly (Individual Plan)
Platforms
Browser Web Windows Android iOS Mac OSX Google Chrome Firefox Safari Wordpress iPhone Internet Explorer Edge Slack Microsoft Teams Zapier
Edit details

Redtail CRM videos

+ Add

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

x.ai videos

+ Add

x.AI, The Robot Secretary | Living in the Future

More videos:

  • Review - what is x.ai?
  • Demo - Scheduling with x.ai

Category Popularity

0-100% (relative to Redtail CRM and x.ai)

Redtail CRM

x.ai

Finance
100 100%
Finance
0% 0
Appointments and Scheduling
0 0%
Appointments and Scheduling
100% 100
CRM
100 100%
CRM
0% 0
Appointment Scheduling
0 0%
Appointment Scheduling
100% 100

User comments

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What are some alternatives?

When comparing Redtail CRM and x.ai, you can also consider the following products

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

Calendly - Say goodbye to phone and email tag for finding the perfect meeting time with Calendly. It's 100% free, super easy to use and you'll love our customer service.

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

Doodle - Make meetings happen. With Doodle, scheduling becomes quick and easy.

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.

OnceHub - A scheduling and chatbot solution.

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