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What is Pipedrive
Pipedrive is a sales management tool that helps you make more sales and organize your entire sales team, in order to boost your business’ productivity without effort. Pipedrive, in fact, is a type of CRM that everyone can use, thanks to its easy interface.
Benefits of using Pipedrive
With Pipedrive, you can: Manage your sales process Sometimes manage all your clients is hard, especially if you work with a busy sales team. Pipedrive helps you manage and track your sales activities. By using Pipedrive, you can record all your offers, deals, and the conversations with clients involved in the deal. With the sales process management tool, you can discover which activity needs your attention and prioritize the tasks.
Why should I use Pipedrive
Pipedrive is easy to use and is made to be used by your entire team, so it’s very easy to use and it requires no technical skill. All businesses can customize their Pipedrive’s interface and integrate it with other tools, in order to meet their specific needs and desires.
What is Redtail
Redtail CRM is a web-based software designed exclusively for financial professionals. This Intuitive and user-friendly software is used by financial advisers and financial management companies to track their customers' data and the activities they perform for them. Redtail aims to simplify work flows and automate client management.
Benefits of using Redtail
This CRM helps users quickly access any information they need. It can generate customer and account reports.
Why should I use Redtail
Users can also send messages and attachments to groups of leads or potential leads. The CRM software provides useful information such as the marketing campaign that generated a lead or a potential prospect. Redtail CRM offers the possibility of organizing seminars and allows users to manage and track them all in one place.