Q: What are Redtail CRM's top competitors?

Wealthbox CRM , Junxure , and Salesforce Financial Services Cloud are common alternatives for Redtail CRM.

Question 1

What is Redtail CRM?

Accepted Answer

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Question 2

What are Redtail CRM's top competitors?

Accepted Answer

Wealthbox CRM, Junxure, and Salesforce Financial Services Cloud are common alternatives for Redtail CRM.

Question 3

Who uses Redtail CRM?

Accepted Answer

The most common users of Redtail CRM are from Small Businesses (1-50 employees).

Redtail CRM Competitors and Alternatives

Most Commonly Comparedto Redtail CRM

Salesforce Financial Services Cloud

Zinnia SmartOffice

Wealthbox CRM

DealCloud

Junxure

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