Redtail CRM vs. Zinnia SmartOffice
| 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 |
 Zinnia SmartOffice | Score9.9 out of 10 | N/A | Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features. | $70 per month per user |
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| Entry-level Setup Fee | No setup fee | Optional | ||||||||||||||
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| Redtail CRM | Zinnia SmartOffice | |
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| Likelihood to Recommend | 8.0 | 7.5 |
| Usability | 9.0 | - |