Redtail CRM vs. Salesforce Financial Services Cloud
| Product | Rating | Most Used By | Product Summary | Starting Price |
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 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 |
 Salesforce Financial Services Cloud | Score8.2 out of 10 | N/A | The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services… | $300 per month billed annually per user |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
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| Redtail CRM | Salesforce Financial Services Cloud | |
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| Likelihood to Recommend | 8.0 | 8.0 |
| Usability | 9.0 | - |