Redtail CRM vs. Wolters Kluwer CCH ProSystem fx
| 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 |
 Wolters Kluwer CCH ProSystem fx | Score7.8 out of 10 | N/A | Wolters Kluwer offers the ProSystem fx Suite (also the CCH ProSystem fx Suite editions with similar capabilities), a workflow management suite with document management system for accounting firms. The solution presents centralized firm management capabilities with firm, employee and client dashboard, project and contact management, and billing / invoicing, as well as reporting and marketing capabilities. | N/A |
| Redtail CRM | Wolters Kluwer CCH ProSystem fx | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Editions & Modules |
| No answers on this topic | ||||||||||||||
| Offerings |
| |||||||||||||||
| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
| More Pricing Information | ||||||||||||||||
| Redtail CRM | Wolters Kluwer CCH ProSystem fx | |
|---|---|---|
| Likelihood to Recommend | 8.0 | 7.8 |
| Usability | 9.0 | - |