TrustRadius: an HG Insights company

Allvue Pipeline Management vs. Redtail CRM

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Allvue Pipeline Management

    Score8 out of 10
    N/AAllvue’s Pipeline Management software solution is an investment tracking CRM, that helps users keep track of all potential investors and deals using contacts, conversations, and emails. Part of Allvue's credit solution platform and suite, it is built on the .NET framework.N/A

    Redtail CRM

    Score8.9 out of 10
    N/ARedtail 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

    Pricing
    Allvue Pipeline ManagementRedtail CRM
    Editions & Modules
    No answers on this topic
    Starter
    $20
    per month
    Basic
    $30
    per month
    Pro
    $50
    per month
    Offerings
    Pricing Offerings
    Allvue Pipeline ManagementRedtail CRM
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    User Ratings
    Allvue Pipeline ManagementRedtail CRM
    Likelihood to Recommend
    -
    (0 ratings)
    8.0
    (8 ratings)
    Usability
    -
    (0 ratings)
    9.0
    (2 ratings)