IQCRM Suite vs. Redtail CRM
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
IQCRM Suite | N/A | N/A | Quest Analytics provides a modular suite of CRM tools for banks and credit unions. The IQCRM Suite includes IQLeads, IQProspects, IQCollections, IQService, IQLobby and IQFinancials. Financial institutions can purchase one or more modules to get started with CRM. IQProspects includes a mobile application for remote pipeline management and sales tracking. | N/A |
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 |
| IQCRM Suite | Redtail CRM | |||||||||||||||
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| Editions & Modules | No answers on this topic |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
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| IQCRM Suite | Redtail CRM | |
|---|---|---|
| Likelihood to Recommend | - | 8.0 |
| Usability | - | 9.0 |