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- Redtail Technology
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- Redtail Technology-vs-Wealthbox CRM
Compare Redtail Technology and Wealthbox CRM 
At a Glance
Market Segments
Small-Business (88.4% of reviews)
Small-Business (94.1% of reviews)
Entry-Level Pricing
$39.00 1 User Per Month
$59.00 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 plansWealthbox CRM
Star Rating
(102)4.5 out of 5
Market Segments
Small-Business (94.1% of reviews)
Entry-Level Pricing
$59.00 Per Month
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Redtail Technology excels in its Ease of Use with a score of 8.6, while Wealthbox CRM outshines with a score of 9.3, indicating that users find Wealthbox more intuitive and user-friendly overall.
- Reviewers mention that Redtail Technology offers a solid Quality of Support with a score of 8.8, but Wealthbox CRM matches this score, suggesting that both platforms provide reliable support, though Wealthbox users report slightly better experiences in specific cases.
- G2 users highlight that Redtail Technology's Automation features score 7.5, which is lower than Wealthbox CRM's 7.9, indicating that Wealthbox may provide more robust automation capabilities for managing tasks and workflows.
- Users on G2 report that Redtail Technology has a Dashboard score of 8.3, while Wealthbox CRM scores higher at 8.7, suggesting that Wealthbox offers a more visually appealing and functional dashboard for tracking metrics and performance.
- Reviewers say that Redtail Technology's Marketing Automation capabilities, particularly in Campaign Management, score 8.1, which is notably higher than Wealthbox CRM's 7.1, indicating that Redtail may be more effective for users focused on marketing initiatives.
- Users report that Wealthbox CRM shines in Task Management with a score of 9.0, compared to Redtail Technology's 8.8, suggesting that Wealthbox provides superior tools for managing tasks and improving productivity.
Featured Products
Sponsored
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Financial Services CRM
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Financial Services CRM
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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
Wealthbox CRM
Basic
$59.00
Per Month
Price is per user / month when billed annually
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
Free Trial
Redtail Technology
Free Trial is available
Wealthbox CRM
Free Trial is available
Ratings
Meets Requirements
8.5
125
9.0
77
Ease of Use
8.6
126
9.3
77
Ease of Setup
8.6
52
8.7
23
Ease of Admin
8.7
49
9.5
18
Quality of Support
8.9
118
8.8
75
Has the product been a good partner in doing business?
9.0
50
9.4
18
Product Direction (% positive)
8.8
124
8.8
66
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
Content
7.3
52
7.9
48
Platform Additional Functionality
7.3
40
8.2
45
8.6
60
8.7
57
8.0
44
8.6
48
7.8
50
8.5
51
6.6
33
7.5
36
Platform Reporting and Analytics
8.4
43
7.3
49
6.7
30
6.2
30
Customer Support
8.4
44
8.3
46
8.0
47
8.2
45
8.2
51
8.4
48
8.2
43
8.2
33
Marketing Automation
7.4
34
7.1
29
7.8
41
7.8
41
6.8
34
6.7
29
Sales Force Automation
7.2
38
7.8
48
8.5
46
9.0
50
6.1
28
6.7
22
6.1
28
6.8
20
7.1
30
7.7
24
Categories
Categories
Shared Categories
Redtail Technology and Wealthbox CRM are categorized as Financial Services CRM
Unique Categories
Wealthbox CRM has no unique categories
Reviews
Reviewers' Company Size
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Wealthbox CRM
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
95.1%
Investment Management
3.9%
Insurance
1.0%
‐
‐
Other
0.0%
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
Wealthbox CRM
Most Helpful Favorable Review
Verified User in Financial Services
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
Most Helpful Critical Review
Verified User in Financial Services
No live customer support. Help articles are limited. Very difficult to share contacts with another user. When you add an event to Outlook, It's very difficult to change the event in WB. No system. Syncing the calendar was a three-day process.
Verified User in Financial Services
Strong organizational tool, provides easy to use management of professional contacts.
Verified User in Financial Services
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
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
Verified User in Financial Services
No live customer support. Help articles are limited. Very difficult to share contacts with another user. When you add an event to Outlook, It's very difficult to change the event in WB. No system. Syncing the calendar was a three-day process.
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
What does wealthbox do?
4 comments
AH
It's a CRM designed especially for client-facing professionals in the insurance and investment industry.Read more
Does Calendly integrate with Wealthbox?
1 comment
JH
No Calendly does not integrate with Wealthbox. But there is an easy workaround. First, integrate Wealthbox with Google Calendar two-way sync. Then...Read more
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