Redtail CRM vs. Wealthbox CRM
Redtail CRM vs. Wealthbox CRM
Product | Rating | Most Used By | Product Summary | Starting Price |
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Redtail CRM | N/A | 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. | $20 per month | |
Wealthbox CRM | N/A | Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows. | N/A |
Redtail CRM | Wealthbox CRM | |||||||||||||||
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Editions & Modules |
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Redtail CRM | Wealthbox CRM | |
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Top Pros |
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Top Cons |
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Redtail CRM | Wealthbox CRM | |
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Small Businesses | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
Medium-sized Companies | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
Enterprises | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
Redtail CRM | Wealthbox CRM | |
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Likelihood to Recommend | 10.0 (7 ratings) | 8.0 (1 ratings) |
Redtail CRM | Wealthbox CRM | |
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Likelihood to Recommend | Orion Advisor Tech | Starburst Labs |
Pros | Orion Advisor Tech | Starburst Labs |
Cons | Orion Advisor Tech | Starburst Labs |
Alternatives Considered | Orion Advisor Tech | Starburst Labs |
Return on Investment | Orion Advisor Tech | Starburst Labs |
ScreenShots |