Plans and Pricing
Compare pricing of Redtail CRM vs Compare with the following detailed pricing plan info. Redtail CRM comes in 2 packages: Foundation, Strength. On the other hand, Compare has not provided information about its pricing.
Screenshot
Take a look at the below screenshots and seamlessly compare the user interface of Redtail CRM and Salesforce Financial Services Cloud for better insights.
Features
Compare between Redtail CRM and Salesforce Financial Services Cloud on their key features and functionalities to pick the right one for your business.
- Contact and household management with relationship linking (spouse, dependent, trustee, business partner)
- Sales pipeline and opportunity tracking
- Automated workflows for onboarding, client communications, and reviews
- Redtail Speak compliant, archived text messaging
- Redtail Imaging document management with 200GB storage on Growth plan
- Email and calendar sync with Office 365 and Google Calendar
- Secure mobile app for iOS and Android
- 100+ third-party integrations including Orion, Schwab, and eMoney
- Customizable contact segmentation and detailed reporting
- 360-degree client view with Financial Accounts, Goals, and Action Plans
- Relationship Map visualizing household and business connections
- Action Plan templates for onboarding, loan processing, and policy servicing
- Document Tracking and Compliance Alerts
- Einstein Next Best Action AI recommendations
- Real-time digital quoting and policy management for insurance
- Loan and deposit account origination tools
- Process Compliance Navigator for regulatory governance
- Built on Sales Cloud/Service Cloud Enterprise and Unlimited Edition foundation
Additional Details
| Details | Redtail CRM | Salesforce Financial Services Cloud |
|---|---|---|
| Languages | english | english |
| Country | United States | United States |
| API Available | ✔ | ✔ |
| Run On Mobile Browser | ✔ | ✔ |
| Free Plan | ✖ | ✖ |
| Customization | ✔ | ✔ |
| Support | Email, Phone, Live Support, Training, Tickets | Email, Phone, Live Support, Training, Tickets |
| Target Audience | freelancers, smes, enterprises | smes, enterprises |
| Platforms | web app | web app |
| Subscription Plans | Monthly | Yearly |
| Deployment | cloud based | cloud based |