- Home
- ...
- Financial Services CRM Software
- Redtail Technology
- Salesforce Sales Cloud
- Redtail Technology-vs-Salesforce Sales Cloud
Compare Redtail Technology and Salesforce Sales Cloud 
At a Glance
Market Segments
Small-Business (88.4% of reviews)
Mid-Market (45.9% of reviews)
Entry-Level Pricing
$39.00 1 User Per Month
$25.00 1 User Per Month
Redtail Technology
Star Rating
(157)4.3 out of 5
Market Segments
Small-Business (88.4% of reviews)
Entry-Level Pricing
$39.00 1 User Per Month
Free Trial is available
Browse all 3 pricing plansSalesforce Sales Cloud
Star Rating
(23,221)4.4 out of 5
Market Segments
Mid-Market (45.9% of reviews)
Entry-Level Pricing
$25.00 1 User Per Month
Free Trial is available
Browse all 4 pricing plansFeatured Products
Sponsored
Method CRM
(295)
Email Tracking
Visit Website
Sponsored
Dock
(118)
Email Tracking
Visit Website
Sponsored
Attio
(16)
Email Tracking
Visit Website
Redtail Technology vs Salesforce Sales Cloud
When assessing the two solutions, reviewers found Redtail Technology easier to use, set up, and administer. Reviewers also preferred doing business with Redtail Technology overall.
- Reviewers felt that Salesforce Sales Cloud meets the needs of their business better than Redtail Technology.
- When comparing quality of ongoing product support, reviewers felt that Redtail Technology is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Redtail Technology over Salesforce Sales Cloud.
Pricing
Entry-Level Pricing
Redtail Technology
Launch Plan
$39.00
1 User Per Month
Basic CRM including:
- Contact Management
- Document Storage
- Contact and Account-Level User Defined Fields
Salesforce Sales Cloud
Starter Edition
$25.00
1 User Per Month
Out-of-the-box CRM for up to 10 users
- Automatic data capture
- Lead Management
- Opportunity Management
Free Trial
Redtail Technology
Free Trial is available
Salesforce Sales Cloud
Free Trial is available
Ratings
Meets Requirements
8.5
125
8.8
13,073
Ease of Use
8.6
126
8.1
15,990
Ease of Setup
8.6
52
7.8
7,125
Ease of Admin
8.7
49
7.9
4,129
Quality of Support
8.9
118
8.1
11,365
Has the product been a good partner in doing business?
9.0
50
8.3
4,090
Product Direction (% positive)
8.8
124
8.2
12,752
Features by Category
Sales Force Automation
Not enough data
8.8
9055
|
Verified
Not enough data
8.2
6007
|
Verified
Not enough data
8.7
8786
|
Verified
Not enough data
8.3
9045
|
Verified
Not enough data
8.0
6936
|
Verified
Not enough data
8.2
7229
|
Verified
Not enough data
8.0
6375
|
Verified
Not enough data
8.1
6272
|
Verified
Not enough data
8.3
7029
|
Verified
Marketing Automation
Not enough data
7.9
6292
|
Verified
Not enough data
8.1
6615
|
Verified
Not enough data
8.5
7635
|
Verified
Not enough data
7.9
5059
Customer Support
Not enough data
8.3
6442
|
Verified
Not enough data
8.1
6020
|
Verified
Not enough data
8.2
6416
|
Verified
Not enough data
8.0
5138
|
Verified
Not enough data
8.2
5631
|
Verified
Reporting & Analytics
Not enough data
8.5
8578
|
Verified
Not enough data
8.5
8764
|
Verified
Not enough data
8.2
7076
|
Verified
Mobile & Social
Not enough data
7.9
5272
|
Verified
Not enough data
7.8
4905
|
Verified
Not enough data
7.7
5751
|
Verified
Platform
Not enough data
8.5
3238
|
Verified
Not enough data
8.5
3245
|
Verified
Not enough data
8.6
3271
|
Verified
Not enough data
8.3
2554
|
Verified
Not enough data
8.5
2828
|
Verified
Not enough data
8.1
2858
|
Verified
Not enough data
8.7
3256
|
Verified
Not enough data
8.1
2698
Integration
Not enough data
8.5
2299
|
Verified
Not enough data
8.5
2756
|
Verified
Not enough data
8.5
2605
|
Verified
Generative AI
Not enough data
Feature Not Available
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
Not enough data
8.6
235
Not enough data
8.8
255
Not enough data
8.8
277
Not enough data
8.6
254
Organization
Not enough data
9.0
313
Not enough data
8.8
305
Not enough data
8.8
299
Performance Analysis
Not enough data
8.4
249
Not enough data
8.8
270
Sales Analysis
Not enough data
8.4
250
Not enough data
8.8
264
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Integrated Workflows
Not enough data
8.6
396
Not enough data
8.5
386
Not enough data
8.0
345
Not enough data
8.0
340
Not enough data
8.8
395
Not enough data
8.4
344
Not enough data
8.5
359
Repeatability and Reportability
Not enough data
8.4
360
Not enough data
8.7
379
Not enough data
8.7
375
Not enough data
8.3
362
Not enough data
7.6
296
AI and Automation
Not enough data
8.5
342
Not enough data
8.3
351
Not enough data
8.2
311
Not enough data
7.9
314
Not enough data
7.7
296
Generative AI
Not enough data
Feature Not Available
Call Analytics
Not enough data
8.6
111
Not enough data
8.5
115
Not enough data
8.6
110
Not enough data
8.8
110
Agent Performance Management
Not enough data
8.6
120
Not enough data
8.5
104
Not enough data
8.7
120
Generative AI
Not enough data
Feature Not Available
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Sourcing and Forecasting
Not enough data
8.0
22
Not enough data
8.0
22
Not enough data
8.4
22
Not enough data
8.6
22
Not enough data
8.4
22
Not enough data
8.2
17
Not enough data
7.9
17
CRM Data Enrichment
Not enough data
8.0
23
Not enough data
8.4
22
Not enough data
8.1
21
Not enough data
7.8
23
Not enough data
8.4
17
Account Management
Not enough data
7.8
23
Not enough data
7.8
23
Not enough data
7.5
23
Not enough data
8.2
22
Not enough data
8.2
17
Not enough data
8.1
17
Integrations
Not enough data
8.0
111
Not enough data
8.4
112
Not enough data
8.0
112
Not enough data
7.9
109
Not enough data
8.8
112
Branding & Customizatio
Not enough data
8.0
107
Not enough data
8.1
111
Not enough data
8.3
108
Automatic Rules & Configurations
Not enough data
8.3
109
Not enough data
8.2
110
Not enough data
7.9
113
Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Usability
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reliability
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Feature Not Available
Sales Performance Features - Sales Planning
Not enough data
8.4
98
Not enough data
8.4
90
Not enough data
8.4
95
Not enough data
8.7
95
Not enough data
8.4
94
Not enough data
8.8
93
Not enough data
8.1
91
Territory Management - Sales Planning
Not enough data
8.6
92
Not enough data
8.5
97
Quota & Capacity Management - Sales Planning
Not enough data
8.3
93
Not enough data
8.3
101
Not enough data
8.2
94
Data Sourcing
Not enough data
8.5
846
Not enough data
8.7
877
Not enough data
8.3
781
Not enough data
8.7
907
Not enough data
8.6
843
Predictive Analytics
Not enough data
8.4
823
Not enough data
8.6
839
Not enough data
8.1
738
Not enough data
8.3
780
Sales Management
Not enough data
8.7
869
Not enough data
8.1
745
Not enough data
8.6
862
Not enough data
8.8
930
Content Management
Not enough data
8.3
301
Not enough data
8.1
291
Not enough data
8.2
276
Not enough data
8.5
268
Not enough data
8.2
286
Analytics
Not enough data
8.7
292
Not enough data
8.4
291
Not enough data
8.4
175
Not enough data
8.3
300
Presentation
Not enough data
7.3
166
Not enough data
7.3
166
Not enough data
7.2
157
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Training
Not enough data
8.7
228
Not enough data
8.8
221
Not enough data
8.4
181
Not enough data
8.4
217
Feedback
Not enough data
8.7
209
Not enough data
8.6
206
Not enough data
8.5
187
Not enough data
8.6
176
Not enough data
8.8
201
Not enough data
8.8
201
Not enough data
8.6
174
Generative AI
Not enough data
Feature Not Available
Attribution
Not enough data
8.8
367
Not enough data
8.9
371
Not enough data
8.6
353
Discovery
Not enough data
8.9
374
Not enough data
8.6
369
Not enough data
8.6
350
Management
Not enough data
8.5
340
Not enough data
8.7
359
Platform
Not enough data
8.6
350
Not enough data
8.6
350
Calling
Not enough data
8.7
130
Not enough data
8.5
124
Not enough data
8.8
133
Not enough data
8.8
129
Contacts
Not enough data
8.8
126
Not enough data
8.6
129
Not enough data
8.8
130
Insights
Not enough data
9.0
134
Not enough data
8.7
132
Not enough data
8.2
128
Not enough data
8.5
138
Not enough data
8.4
133
Analytics
Not enough data
8.2
478
Not enough data
8.4
486
Not enough data
8.3
500
Customizations
Not enough data
8.7
530
Not enough data
8.5
498
Not enough data
8.6
535
Not enough data
8.3
480
Not enough data
8.3
507
Generative AI
Not enough data
Feature Not Available
Incentives
Not enough data
8.1
332
Not enough data
8.4
399
Not enough data
7.9
335
Not enough data
8.6
412
Personalization
Not enough data
8.6
374
Not enough data
8.8
454
Not enough data
8.9
484
Not enough data
8.6
432
Administrative
Not enough data
8.7
457
Not enough data
8.5
423
Not enough data
8.3
407
Content
7.3
52
Not enough data
Platform Additional Functionality
7.3
40
Not enough data
8.6
60
Not enough data
8.0
44
Not enough data
7.8
50
Not enough data
6.6
33
Not enough data
Platform Reporting and Analytics
8.4
43
Not enough data
6.7
30
Not enough data
Customer Support
8.4
44
Not enough data
8.0
47
Not enough data
8.2
51
Not enough data
8.2
43
Not enough data
Marketing Automation
7.4
34
Not enough data
7.8
41
Not enough data
6.8
34
Not enough data
Sales Force Automation
7.2
38
Not enough data
8.5
46
Not enough data
6.1
28
Not enough data
6.1
28
Not enough data
7.1
30
Not enough data
Categories
Categories
Shared Categories
Redtail Technology and Salesforce Sales Cloud share no categories
Unique Categories
Redtail Technology is categorized as Financial Services CRM, SMS Marketing, Document Management, and Email Backup
Salesforce Sales Cloud is categorized as Sales Planning, Business Scheduling, Sales Acceleration Platforms, Sales Platforms, Conversation Intelligence, Sales Engagement, AI Sales Assistant, Sales Coaching, Sales Enablement, Outbound Call Tracking, Sales Analytics, Lead Scoring, Email Tracking, Sales Performance Management, CRM, and Revenue Operations & Intelligence (RO&I)
Reviews
Reviewers' Company Size
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Salesforce Sales Cloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
82.3%
Investment Management
6.8%
Insurance
2.7%
Marketing and Advertising
2.0%
Accounting
2.0%
Other
4.1%
Computer Software
14.0%
Information Technology and Services
11.8%
Financial Services
6.8%
Marketing and Advertising
5.1%
Internet
3.4%
Other
58.9%
Most Helpful Reviews
Redtail Technology
Most Helpful Favorable Review
Verified User in Financial Services
Appointment scheduling Calendar functions Email
Most Helpful Critical Review
Verified User in Financial Services
The technology was a little behind for a long time. It also had a lot of technical issues.
Salesforce Sales Cloud
Most Helpful Favorable Review
Ashlly N.
Verified User
Salesforce CRM is the most high-grade tool for business and it's an intuitive tool for our company. With Salesforce we can sell our product to the customer and easily win money. It provides us faster sales force for process management and lets us manage...
Most Helpful Critical Review
Cristi H.
Verified User in Marketing and Advertising
The price! SugarCRM Professional is $30/mo and can be easily customized right out of the box with very little to no restrictions at all. Salesforce Professional is $65/mo with fewer features and far to many restrictions. I handle all client support for...
Verified User in Financial Services
Appointment scheduling Calendar functions Email
Ashlly N.
Verified User
Salesforce CRM is the most high-grade tool for business and it's an intuitive tool for our company. With Salesforce we can sell our product to the customer and easily win money. It provides us faster sales force for process management and lets us manage...
Verified User in Financial Services
The technology was a little behind for a long time. It also had a lot of technical issues.
Cristi H.
Verified User in Marketing and Advertising
The price! SugarCRM Professional is $30/mo and can be easily customized right out of the box with very little to no restrictions at all. Salesforce Professional is $65/mo with fewer features and far to many restrictions. I handle all client support for...
Discussions
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
Redtail Technology has no more discussions with answers
When do you need a CRM?
11 comments
MA
Your writing is really informative, especially because it's so meaningful and updated. Thanks for sharing this wonderful post!
Your writing is really...Read more
How can total cost of ownership (TCO) be made better using Salesforce?
11 comments
AS
When planning for a Salesforce implementation and creating your budget you’ll want to consider the total cost of ownership (TCO). Figuring this out will help...Read more
What are the features of CRM software?
8 comments
MM
1. Customer Management
2. Employee Day-to-Day Activity Tracking
3. Automated Workflow
4. Validated Workflow
5. Can Integrate Multiple Systems
6....Read more
Hunting for software insights?
With over 2.5 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
or continue with
Gmail.com addresses not permitted. A business domain using Google is allowed.
By proceeding, you agree to our Terms of Use and Privacy Policy
