Top 10 Alternatives to Redtail Technology Recently Reviewed By G2 Community
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Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
CRM for Financial Advisors
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
Use Capsule to keep track of people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.
The fastest growing white-label marketing platform for digital agencies. CRM, Email, 2-way SMS, Funnel Builder, and more! Start with a 14 day free trial!
Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.
Close is an all-in-one sales CRM designed to increase sales productivity for sales teams. With built-in calling, email, SMS, and more, sales teams are able to close more deals and make more sales—all without manual data entry!
ActiveCampaign offers effortless email and marketing automation. Grow your business with AI-powered automations that suggest, personalize, and validate your marketing campaigns. With hundreds of automation triggers and actions, conditional routing, and an AI-powered drag-and-drop builder, you can create deeper automations than the competition, faster.
Birdeye is the #1 agentic marketing platform for multi-location brands, trusted by over 200,000 businesses to deliver measurable growth with AI. With Birdeye, brands harness the power of intelligent agents to run marketing, automate engagement, and drive business outcomes at scale. Built specifically for the complexity of multi-location organizations, Birdeye empowers brands to enhance their online reputation, engage customers across social, search, and web, and gain real-time insights into consumer behavior and competitor activity. The result: more leads and foot traffic, reduced costs, and accelerated revenue growth. At the core of Birdeye is its Agentic Platform, which powers a growing suite of specialized AI agents designed to function like always-on teammates. These agents manage reviews, engage leads, respond to customers, streamline social media, run surveys, maintain listings, send reminders, provide insights, and coordinate across locations. By collaborating seamlessly, they form a scalable digital workforce—always learning, always on-brand, and always driving outcomes. Birdeye stands apart with its agentic AI platform that brands can customize using Birdeye’s unique outcome-framework. Businesses can configure agents with specific triggers that deliver measurable tasks and results for each location, while maintaining the authentic voice of the brand across every interaction. With location-aware AI and a fully integrated platform that brings together reputation, messaging, social, surveys, listings, insights, and more, Birdeye eliminates the need for fragmented point solutions. For multi-location and franchise brands in industries such as healthcare, retail, financial services, real estate, restaurants, and beyond, Birdeye delivers scalability without sacrificing precision. By uniting automation with actionable insights, Birdeye enables organizations to boost visibility, increase customer engagement, and grow revenue—faster and more efficiently. With Birdeye, businesses don’t just adopt AI—they gain an agentic workforce dedicated to delivering real business outcomes. Birdeye: Always On. Always On-Brand. Always Driving Outcomes.
Easily manage your marketing campaigns, transactional emails, and SMS messages all in one simple and powerful platform.