Redtail CRM vs. Wealthbox CRM
| 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 |
 Wealthbox CRM | Score8.9 out of 10 | N/A | Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows. | N/A |
| Redtail CRM | Wealthbox CRM | |||||||||||||||
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| Editions & Modules |
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| Offerings |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
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| Redtail CRM | Wealthbox CRM | |
|---|---|---|
| Likelihood to Recommend | 8.0 | 8.0 |
| Usability | 9.0 | - |