Comparison
MagnetCustomer vs RD Station
Complete IRM platform vs marketing tool
RD Station focuses on marketing automation and inbound. Magnet Customer is a complete IRM platform with pipeline, contact center, financial integrations and operational management.
Real IRM, not just marketing
Kanban pipeline, contact center, SLA, customer success — all native. RD Station is basic for investor relationship management.
Native financial integrations
BTG, XP and Safra synced. RD Station was not designed for the financial market.
Single platform
No need to hire RD Marketing + RD Station + separate integrators. A single platform with everything integrated.
Feature-by-feature comparison
Magnet Customer leads in <strong>14 features</strong>
Feature
Magnet Customer
RD Station
Complete IRM (investors, portfolios, lifecycle)
Basic (RD CRM)
Kanban acquisition pipeline
Basic
Integrated email with tracking
RD Marketing (extra)
WhatsApp Business integrated
Limited integration
Omnichannel contact center
Multi-channel campaigns (email + WhatsApp)
RD Marketing (extra)
Process automations
RD Marketing (extra)
Customizable dashboards
Limited
Native BTG Pactual integration
Native XP Investimentos integration
Native Safra integration
Automatic SLA management
Customer Success (post-sale journeys)
Complete API
100% Portuguese interface
Portuguese support
IRM specialized for the financial market