- Home
- ...
- Financial Services CRM Software
- Redtail Technology
- SmartOffice
- Redtail Technology-vs-SmartOffice
Compare Redtail Technology and SmartOffice 
At a Glance
Market Segments
Small-Business (88.4% of reviews)
Small-Business (69.2% of reviews)
Entry-Level Pricing
$39.00 1 User Per Month
$70.00 1 Per User Per Month
Redtail Technology
Star Rating
(156)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 plansSmartOffice
Star Rating
(28)3.7 out of 5
Market Segments
Small-Business (69.2% of reviews)
Entry-Level Pricing
$70.00 1 Per User Per Month
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that SmartOffice has a lower entry-level price of $70.00 compared to Redtail Technology's $39.00, making it a more budget-friendly option for small businesses looking to manage their operations.
- Reviewers mention that Redtail Technology excels in ease of use with a score of 8.6, while SmartOffice lags behind at 7.5, indicating that users find Redtail's interface more intuitive and user-friendly.
- G2 users highlight that Redtail Technology offers superior quality of support, scoring 8.8 compared to SmartOffice's 7.4, suggesting that users feel more supported and satisfied with Redtail's customer service.
- Users on G2 report that SmartOffice's product direction score of 6.7 is significantly lower than Redtail Technology's 8.7, indicating that users perceive Redtail as having a clearer and more positive roadmap for future development.
- Reviewers say that SmartOffice's automation features, while present, do not match the robust capabilities of Redtail Technology, which includes advanced marketing automation and campaign management tools that users find highly beneficial.
- Users report that Redtail Technology's reporting and analytics features, scoring 8.4, provide deeper insights compared to SmartOffice, which suggests that users can make more informed decisions based on data-driven insights from Redtail.
Featured Products
Sponsored
Netcapz
(0)
Insurance Agency Management Systems
Visit Website
Sponsored
TaskSuite
(3)
Insurance Agency Management Systems
Visit Website
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
SmartOffice
Performance
$70.00
1 Per User Per Month
Single User Performance Package
- Microsoft® Exchange - Contact Email & Calendar Sync
- Microsoft® Office Integration - Word/Outlook/ Excel
- Contact Management
Free Trial
Redtail Technology
Free Trial is available
SmartOffice
Free Trial is available
Ratings
Meets Requirements
8.5
125
8.1
23
Ease of Use
8.6
126
7.5
23
Ease of Setup
8.6
52
7.8
9
Ease of Admin
8.7
49
8.7
9
Quality of Support
8.9
118
7.4
23
Has the product been a good partner in doing business?
9.0
50
7.9
8
Product Direction (% positive)
8.8
124
6.7
21
Features by Category
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
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
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
Administration
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
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Insurance Documentation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
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
Feature Not Available
8.0
47
Feature Not Available
8.2
51
Not enough data
8.2
43
Feature Not Available
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 SmartOffice are categorized as Financial Services CRM
Reviews
Reviewers' Company Size
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
SmartOffice
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%
Financial Services
50.0%
Insurance
30.8%
Banking
7.7%
Research
3.8%
Investment Management
3.8%
Other
3.8%
Most Helpful Reviews
Redtail Technology
Most Helpful Favorable Review
Verified User in Financial Services
Strong organizational tool, provides easy to use management of professional contacts.
Most Helpful Critical Review
Verified User in Accounting
The functionality is not as broad as salesforce. I would rather use that product if I had to choose between the two
SmartOffice
Most Helpful Favorable Review
Verified User in Financial Services
We love smart office. Keeps us organized and on the same page.
Most Helpful Critical Review
Robert W.
Verified User in Insurance
The system can be quite the eyesore. So much information is displayed at once. It can be confusing as to what to click next for the information you are searching for.
Verified User in Financial Services
Strong organizational tool, provides easy to use management of professional contacts.
Verified User in Financial Services
We love smart office. Keeps us organized and on the same page.
Verified User in Accounting
The functionality is not as broad as salesforce. I would rather use that product if I had to choose between the two
Robert W.
Verified User in Insurance
The system can be quite the eyesore. So much information is displayed at once. It can be confusing as to what to click next for the information you are searching 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
SmartOffice has no discussions with answers
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
