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Redtail CRM vs Wealthbox CRM Comparison (2026)

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4.1

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Good recommendations?

Redtail CRM

Wealthbox CRM

Overview

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

Cloud-based CRM for financial advisors centralizing client records, workflow automation, contact management, and team collaboration.

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Video & Screenshots

No videos yet

Pricing

Starting from

/user

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

/user

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.1

Value for money

Ease of use

Features

Customer support

62%

would recommend this app

4.7

146

104

Value for money

Ease of use

Features

Customer support

91%

would recommend this app

Pros

“I use Redtail CRM daily to manage client relationships in the financial sector — it helps me track communications, schedule follow-ups, and keep everything organized in one place.”

Salimata Y.

Officer,Financial Center Assistant Manager

“Redtail CRM has been better out of the box than Sugar CRM but leaves a lot to be desired in terms of custom workflows and usability of the customer data profiles.”

Jaimie E.

Marketing Director

“Overall, I find Redtail CRM spot‑on for everyday client handling and for lone advisers or tiny practices”

Luke H.

Financial Advisor

Pros

“Workflow management. ”

Tony B.

Operations Manager

“Easy to use and configure to your organizational needs. ”

Tony B.

Operations Manager

“easy navigation, easy UX, access to client history”

Jason M.

Assoc Financial Advisor

Cons

“A few of the more advanced features can take time to learn, and customer support can be slow to respond.”

Salimata Y.

Officer,Financial Center Assistant Manager

“Calendar integration is a hassle and tech support is subpar.”

Jaimie E.

Marketing Director

“Some parts of the interface feel a bit outdated.”

Salimata Y.

Officer,Financial Center Assistant Manager

Cons

“System can be glitchy at times and require weekly data browser cache clearing to maintain functionality.”

Tony B.

Operations Manager

“There are a couple of functionality tweaks (such as how information is plugged in), that does not permit as many customizations as would be ideal as well as mass updating tasks rather than onesy twosie updating the due dates or assigned to segments.”

Chris D.

Financial Planner

“The activity stream for client records gets very jumbled as tasks are logged in the stream when created & completed so repetitive information tends to clog up the stream.”

Brooke S.

Executive Assistant