Redtail CRM vs. RightCapital
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 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 |
 RightCapital | Score10 out of 10 | N/A | According to the vendor, RightCapital's financial planning solution allows financial advisors to: •Differentiate their value for more clients. •Create a simple plan in as little as 10 minutes. •Empower themselves to evolve with planning needs. | $124.95 per month |
| Redtail CRM | RightCapital | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Editions & Modules |
|
| ||||||||||||||
| Offerings |
| |||||||||||||||
| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
| More Pricing Information | ||||||||||||||||
| Redtail CRM | RightCapital | |
|---|---|---|
| Likelihood to Recommend | 8.0 | 9.0 |
| Usability | 9.0 | - |