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Smart Service vs Redtail CRM Comparison

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Overview

Category Leaders

Smart Service adds scheduling, dispatching, customer management, work orders, billing, and more to QuickBooks, making it...

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which...

  • 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

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

Starting from

$

99

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

134

94

20

6

6

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

4.1

5

4

3

2

1

32

17

12

1

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
82%
would recommend this app

Pros

It also makes keeping up with our maintenance agreements much easier. The customer service is outstanding & luckily for me they are very patient.

TD

Tobey D.

Extremely user friendly, fast and reliable, customer care is attentive and extremely helpful, we can't say enough good things about it.

JB

Jamie B.

The software is great for what we need it for and the customer support is next to none. We are very pleased with smart service.

DD

Derek D.

Pros

Customize fields which is super important because there are certain things that we keep track of that is unique to us and wouldn't necessarily be popular fields found in CRMs.

PD

Pressilla D.

I love that it's built like an Investment software so many of the fields are already related to Finance which is right in the alley for Insurance. And my favorite feature of all is the Reminder.

PD

Pressilla D.

Quicklist feature at the top is super helpful for people you regularly need to contact. Templated notes makes note taking for things like tax season really easy.

OG

Olivia G.

Cons

My customer service experience with them was horrible. Our QuickBooks data is also corrupt from the information from Smart Service not transferring correctly.

CL

Claire L.

At the time, we had already signed up for a competitors software package, but I was unhappy with it's difficulty of use and lack of some features.

JR

Jerry R.

I have spoken to several other scheduling software companies and they are appalled by this tactic.

CS

Carly S.

Cons

They deny that they have a problem and do not understand financial planning.

WM

William M.

The reporting area is the most-complex, time-consuming, difficult, complicated, horrific, stressful thing I've ever witnessed in my 30+ years in the workforce.

BM

Barbara M.

I don't like the lack of customization options within the different dashboards and views. I find that clunky and difficult to get used to.

AR

Anonymous Reviewer

  • Vendor responds to reviews
  • Last review7 months ago
  • Vendor responds to reviews
  • Last review18 days ago

Key features

  • Total features66
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Billing & Invoicing
  • CRM
  • Chemical Usage Tracking
  • Client Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost Tracking
  • Customer Database
  • Customer History
  • Customer Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Data Import/Export
  • Dispatch Management
  • Document Imaging
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Employee Management
  • Employee Scheduling
  • Equipment Management
  • Equipment Tracking
  • Estimating
  • Event Triggered Actions
  • File Storage
  • Fleet Management
  • For Commercial and/or Industrial Electrical Contractors
  • For HVAC Companies
  • For Lawn Care
  • For Locksmiths
  • For Pest Control Companies
  • GPS
  • Interaction Tracking
  • Inventory Control
  • Inventory Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Lead Management
  • Maintenance Scheduling
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Online Time Clock
  • Payment Collection in the Field
  • Payment Processing
  • Pest Activity Tracking
  • Pesticide Usage Tracking
  • Preventive Maintenance
  • Property Layouts
  • Purchase Order Management
  • QM/ABPro Interface
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-time Updates
  • Recurring Appointments
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Service History
  • Tagging
  • Task Management
  • Task Scheduling
  • Technician Management
  • Time Tracking
  • Timesheet Management
  • Work Order Creation
  • Work Order Management
  • Workflow Management
  • Total features28
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Billing & Invoicing
  • CRM
  • Chemical Usage Tracking
  • Client Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost Tracking
  • Customer Database
  • Customer History
  • Customer Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Data Import/Export
  • Dispatch Management
  • Document Imaging
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Employee Management
  • Employee Scheduling
  • Equipment Management
  • Equipment Tracking
  • Estimating
  • Event Triggered Actions
  • File Storage
  • Fleet Management
  • For Commercial and/or Industrial Electrical Contractors
  • For HVAC Companies
  • For Lawn Care
  • For Locksmiths
  • For Pest Control Companies
  • GPS
  • Interaction Tracking
  • Inventory Control
  • Inventory Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Lead Management
  • Maintenance Scheduling
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Online Time Clock
  • Payment Collection in the Field
  • Payment Processing
  • Pest Activity Tracking
  • Pesticide Usage Tracking
  • Preventive Maintenance
  • Property Layouts
  • Purchase Order Management
  • QM/ABPro Interface
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-time Updates
  • Recurring Appointments
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Service History
  • Tagging
  • Task Management
  • Task Scheduling
  • Technician Management
  • Time Tracking
  • Timesheet Management
  • Work Order Creation
  • Work Order Management
  • Workflow Management

Integrations

  • Total integrations4
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations11
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier