G2 Vendor Directory

360 View CRM vs. Redtail Technology

A side-by-side comparison based on G2 review data.

Metric360 View CRM

by Abrigo

Redtail Technology

by Orion Advisor Tech

Overall rating4.44.3
Review count12268
Ease of use8.38.8
Ease of setup4.38.7
Quality of support8.88.9
Meets requirements8.88.8
NPS58.33333354.716981
Small Business25.0%92.5%
Mid-Market58.3%5.2%
Enterprise16.7%2.2%
Total page views86749
Total LLM citations2775,281

360 View CRM

Abrigo's Banking CRM Platform is powered by the 360 View CRM suite, combining CRM, marketing automation, customer analytics, profitability measurement, and goals and incentives management into one unified solution purpose-built for community banks and credit unions.

Pros

    Redtail Technology

    Redtail Technology is a type of Client Relationship Management (CRM) solution specifically designed for the financial services industry. Established in 2003, Redtail provides a suite of web-based applications that facilitate efficient client management, compliant communication, and streamlined office operations for financial advisors. With a focus on enhancing productivity and supporting growth, Redtail’s offerings include CRM capabilities, compliant text messaging through Redtail Speak, paperless office solutions, and email archiving.

    Pros

    • Ease of Use
    • Helpful
    • Integrations
    • Software Integration
    • Setup Ease
    • Customer Support