BlueMind vs. Redtail CRM
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 BlueMind | Score10 out of 10 | N/A | BlueMind is a digital office that helps advisors manage their business, from lead nurturing to policy execution. The solution uses AI to automate compliance, handle unstructured data, generate policy recommendations, highlight revenue opportunities and perform advisor analytics. The application is a CRM platform, database and risk management tool. Compliance is built into the system and it generated as the agent turns the lead into a client. The tool suite is designed to replace legacy… | $19.99 per user/per month |
 Redtail CRM | Score8.9 out of 10 | 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 |
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| Entry-level Setup Fee | Optional | No setup fee | ||||||||||||||
| Additional Details | There is an additional 25%+ discount for annual licensing | — | ||||||||||||||
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| BlueMind | Redtail CRM | |
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| Likelihood to Recommend | 6.0 | 8.0 |
| Usability | - | 9.0 |