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Salesforce Financial Services Cloud vs Redtail CRM Comparison (2026)
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Maximizer CRM
4.1
eWay-CRM
4.5
Good recommendations?
Salesforce Financial Services Cloud
5
5
4
1
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Redtail CRM
5
38
4
25
3
17
2
2
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.
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
- 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
- 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
Video & Screenshots
Pricing
User reviews
4.8
6
5
4
3
2
1
5
1
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
4.1
85
5
4
3
2
1
38
25
17
2
3
- Value for money
- Ease of use
- Features
- Customer support
Pros
Not enoughreviews yet
Pros
Salimata Y.
Officer,Financial Center Assistant Manager
Jaimie E.
Marketing Director
Luke H.
Financial Advisor
Cons
Not enoughreviews yet
Cons
Salimata Y.
Officer,Financial Center Assistant Manager
Jaimie E.
Marketing Director
Salimata Y.
Officer,Financial Center Assistant Manager
- Vendor responds to reviews
- Last review4 months ago
- Vendor responds to reviews
- Last reviewa year ago
Key features
- Total features148
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Appointment Scheduling
- Approval Process Control
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Billing & Invoicing
- Borrower Management
- Broker/Agent Portal
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Carrier Upload
- Case Management
- Claims Management
- Claims Tracking
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Credit Reporting
- Customer Database
- Customer Management
- Customer Portal
- Customer Statements
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Visualization
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Claims
- Email Management
- Email Marketing
- Email Templates
- Event Triggered Actions
- Expense Tracking
- Financial Analysis
- Financial Management
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Life Insurance
- For Personal Insurance
- For Startups
- Forecasting
- Forms Management
- HIPAA Compliant
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Invoice Management
- Lead Capture
- Lead Management
- Life & Health
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Mobile App
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-State
- Multiple Line Rating
- Outsource Processing
- Paper-Based Claims
- Payment Collection
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Planning Tools
- Policy Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Property & Casualty
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Rules-Based Workflow
- SSL Security
- Sales Pipeline Management
- Sales Reports
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Segmentation
- Self Service Portal
- Status Tracking
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- User Management
- Visual Analytics
- Visual Presentation
- Workflow Automation
- Workflow Management
- Total features36
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Appointment Scheduling
- Approval Process Control
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Billing & Invoicing
- Borrower Management
- Broker/Agent Portal
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Carrier Upload
- Case Management
- Claims Management
- Claims Tracking
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Credit Reporting
- Customer Database
- Customer Management
- Customer Portal
- Customer Statements
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Visualization
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Claims
- Email Management
- Email Marketing
- Email Templates
- Event Triggered Actions
- Expense Tracking
- Financial Analysis
- Financial Management
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Life Insurance
- For Personal Insurance
- For Startups
- Forecasting
- Forms Management
- HIPAA Compliant
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Invoice Management
- Lead Capture
- Lead Management
- Life & Health
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Mobile App
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-State
- Multiple Line Rating
- Outsource Processing
- Paper-Based Claims
- Payment Collection
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Planning Tools
- Policy Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Property & Casualty
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Rules-Based Workflow
- SSL Security
- Sales Pipeline Management
- Sales Reports
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Segmentation
- Self Service Portal
- Status Tracking
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- User Management
- Visual Analytics
- Visual Presentation
- Workflow Automation
- Workflow Management
Integrations
- Total integrations9
- Chargent
- Nitrogen
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Concur
- Sage Intacct
- Salesforce Sales Cloud
- Virbo Wondershare
- Workato
- Xero
- Total integrations2
- Chargent
- Nitrogen
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Concur
- Sage Intacct
- Salesforce Sales Cloud
- Virbo Wondershare
- Workato
- Xero
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