--- title: "Compare Redtail CRM vs Wealthbox CRM 2026 | Capterra" description: "Unsure of what to choose? Check Capterra to compare Redtail CRM and Wealthbox CRM based on pricing, features, product details, and verified reviews." source_url: "https://www.capterra.com/compare/121349-175666/RedTail-CRM-vs-Wealthbox" page_type: "comparison" language: "en" publication_date: "2026-10-19" --- # Redtail CRM vs Wealthbox CRM Features and Cost Comparison Last updated October 19th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Redtail CRMWealthbox CRM2/4 selected [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[4.1 (85)](https://www.capterra.com/p/121349/RedTail-CRM/reviews/) [Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) [## Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[4.1 (85)](https://www.capterra.com/p/121349/RedTail-CRM/reviews/) Starting Price $39.00/month Value-for-Money 4.2 Functionality 4 Ease of Use 4 Customer Service 3.9 Reviews Sentiment Based on [85 reviews](#user-reviews) Positive 63 Neutral 17 Negative 5 [## Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) Starting Price $59.00/month Value-for-Money 4.7 Functionality 4.4 Ease of Use 4.8 Customer Service 4.5 Reviews Sentiment Based on [146 reviews](#user-reviews) Positive 141 Neutral 3 Negative 2 ## Not a match? 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Best for Financial advisors and wealth management firms of all sizes, including independent RIAs, broker-dealers, RIA aggregators, OSJs, banks, credit unions, trust companies, and family offices. ## User reviews Pros & cons JE Jaimie E. Marketing Director > "Good for keeping track of essential client data and maintaining a client review schedule." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___6644098) LR Lauren R. Client Services Manager > "The ability to customize everything can become paralizing, and RedTail's training and support was not nearly robust..." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___6110328) SY Salimata Y. Officer,Financial Center Assistant Manager > "I like how easy Redtail is to use, with a clean interface and customizable client records." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___6831949) JJ Juliana J. Financial Advisor > "It can be glitchy, particularly when interfacing with other software." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___6187802) AM Amelia M. Associate Financial Advisor > "I like how the contact profiles look." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___6648413) CV Chuck V. Owner/Advisor > "Used to be great but the past 5 years or so we've seen less attention and customer service is lacking - suggestions are..." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#SoftwareAdvice___4988777) AM Amelia M. Associate Financial Advisor > "Their tech support is really helpful and very responsive." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___6648413) VR Verified Reviewer Office Manager > "Workflows do not work well. " [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___6054293) MT Michelle T. Administrative Coordinator > "I love all the trainings offered and their RedTail U is the best!" [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___6700805) Brian H. Investment Advisor Rep > "There is too many things that can be customized and every user might customize differently whch adds a bunch of useless..." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___3750191) AM Amelia M. Associate Financial Advisor > "I like how user friendly it is." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___6648413) MI Michael I. CFP, CLU, President > "Customer support sucks. If you call in for support, you will be on hold for close to an hour." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___3501491) AG Alaina G. Private Client Advisor > "It's easy to collaborate with other team members on tasks for our clients." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___4234998) HP Henry P. CIO > "While there are features that can be utilized, they are not so easy to implement and the lack of customer service is a..." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___3444346) VR Verified Reviewer Operations Manager > "The workflows and activity tracking have helped make us very efficient and they also integrate with so many other..." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___3122776) MI Michael I. CFP, CLU, President > "You will also listen to their stupid prerecorded messages which play over and over the entire time." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___3501491) PD Pressilla D. Insurance Broker > "I love that it's built like an Investment software so many of the fields are already related to Finance which is right..." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___2998169) LW Louis W. Financial Adviosor > "Once again I needed technical advice and since I new I was going to be on hold FOREVER I thought I would let others..." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#SoftwareAdvice___2815876) CD Chris D. Financial Planner > "Redtail is a good software and has a lot of functionality for contact management (assets, liabilities, notes, etc.)" [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___3072590) CD Chris D. Financial Planner > "Also i found the contact management interface difficult." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___3072590) LA Lisa A. Registered Associate > "It makes managing client relationships way smoother and efficient." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___3599119) TM Tara M. Operations Manager > "They didn't truly integrate with several of the software programs. " [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___3072462) TF Thomas F. Financial Advisor > "Syncs with broker dealer. easy to navigate pages." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___3491376) OG Olivia G. Executive Assistant > "I wish notes could be edited." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___2576489) PD Pressilla D. Insurance Broker > "The Contact Details that can be saved are great for managing your clients and getting to know them." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___2998169) JJ Juliana J. Financial Advisor > "It can be glitchy, particularly when interfacing with other software." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___6187802) VR Verified Reviewer Operations Manager > "I also really liked that we had a trainer reach out to us and do a one on one session to make sure we had everything..." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___3122776) TM Tara M. Operations Manager > "They didn't truly integrate with several of the software programs. " [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___3072462) MS Maree S. Coordinator > "I like that it is cloud-based, easy to use, and functional for our office and client needs." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___3030301) CV Chuck V. Owner/Advisor > "Used to be great but the past 5 years or so we've seen less attention and customer service is lacking - suggestions are..." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#SoftwareAdvice___4988777) PD Pressilla D. Insurance Broker > "This is really great especially for referrals." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___2998169) MI Michael I. CFP, CLU, President > "Customer support sucks. If you call in for support, you will be on hold for close to an hour." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___3501491) VR Verified Reviewer Operations Manager > "The customer service is extremely responsive and easy to work with." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___3122776) HP Henry P. CIO > "While there are features that can be utilized, they are not so easy to implement and the lack of customer service is a..." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___3444346) AM Amelia M. Associate Financial Advisor > "I like how user friendly it is." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#Capterra___6648413) LW Louis W. Financial Adviosor > "Once again I needed technical advice and since I new I was going to be on hold FOREVER I thought I would let others..." [See full review](https://www.capterra.com/p/121349/RedTail-CRM/#SoftwareAdvice___2815876) [View Reviews](https://www.capterra.com/p/121349/RedTail-CRM/reviews/) SS Samantha S. Director of Operations > "I like the 'Tag' process." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___6179748) Tony B. Operations Manager > "so we have a lot of lost data. Or we have to dead scroll the client's wall to find the data...." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___7152534) JH Jihad H. Freelancer > "It helps me connect with clients and make my work done faster than usual" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4809681) Tony B. Operations Manager > "Here is the issue, Wealthbox does not offer Search capabilities within Workflows...." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___7152534) JH Joel H. Tax and Financial Planner > "The workflow and Opportunities are invaluable to growing and managing your business. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4184001) CG Caroline G. Marketing Associate > "Contacts > Click a Tag > Filtering by is also an area I do not feel benefits the strengths of Wealthbox's capabilities. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) DF Donna F. Operations Manager > "Easily accessible on the go when you need to quickly check something." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4318923) CG Cristina G. President > "Hard to get workflows to do what you need, wish dashboard could be reorganized/customized, autosave of notes OR warning if you..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064708) BB Beverly B. Administrative Assistant > "The feature to save our emails to Wealthbox enhances our ability to keep complete records on our clients in the CRM. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626) TA Tammy A. Office Mgr > "Lack of updates and ability to customize as much as we need. When multiple tabs of Wealthbox are open sometimes the..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) BB Beverly B. Administrative Assistant > "We are currently working on integrating our TDA and SEI clients to Wealthbox and excited to get that information shared saving..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626) AH Alex H. Owner > "My least favorite aspect of the program is the "reconnect" that is necessary if I've been out of the office for several weeks..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075657) HB Hannah B. Financial Planner > "We have enjoyed using the smart logic outcomes on the workflows and building smart processes for our client service activities..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064845) GG Geoff G. Relationship Manager > "Its difficult to bulk upload information. When using the file upload feature, we can only upload one file at a time from our..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075351) MC Michael C. Financial Planner > "Along with this, the company seems to be willing to look into integrations with numerous partners, as each of my other..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064343) MH Michael H. Advisor > "The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs...." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062726) AS Alan S. Principal > "However, to their credit, Wealthbox support is extremely proficient in responding to email support requests within a very..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) DL Danielle L. Advisor Assistant > "I miss being able to notate accounts by searching a tag and notating all accounts that have that tag." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914) AC Anthony C. Director of Operations > "The mobile app was a lifesaver during the pandemic while employees were working from home as well as for our employees that..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) BW Barry W. President > "The only con is that it is not the program chosen by my broker dealer, that could fit into the mold of being part of the tools..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062818) AS Art S. President > "I like the upgrades like ability to add a picture of a client so admins who don't know the clients can verify that is who came..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064519) SS Sally S. Senior Planner > "They offer an integration to Monday.com, but it requires another subscription to Zapier -- which is a confusing service that..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) DM Dana M. Financial Planner > "For a solo financial planning firm, Wealthbox is a great CRM solution and with the social aspect of notes and tasks, it can be..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064274) MM Mark M. Financial Planner > "There is a lack of automation within Wealthbox, as far as automatically kicking off workflows before or after certain events." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086297) JH Joel H. Tax and Financial Planner > "It is very easy to set up and import data. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4184001) CG Caroline G. Marketing Associate > "It feels underdeveloped and incorrect." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) NK Neil K. Owner > "Wealthbox is a fantastic solution for my practice to stay organized and productive while systematizing the key processes that..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3065251) CR Carlos R. Advisor > "I didn't like that you always had to go to another screen to find out information regarding client's account values, and..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062462) MM Matthewe M. Financial Advisor > "The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613) JB Jeff B. Principal/Advisor > "Dialing client phones from within the CRM is clunky and requires an additional step." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) CG Caroline G. Marketing Associate > "I feel organized, appreciative to and thankful for Wealthbox which houses a plethora of information." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) PM Patrick M. Operations Manager > "Does not allow for contact financial reports out from authorized applications (Albridge)" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064384) RH Rick H. Financial Life Advisor > "Ease of use, notes section for my clients, reminders, alerts, syncing with custodians and calendars, templates available for..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062660) LD Laurie D. CEO > "I would like to add/edit the Additional Info area, but I don't think I can customize those." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3070275) LM Lonnie M. Financial Representative > "I appreciate that I can customize my process into this system to track my most paramount activity in my everyday schedule" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3076891) JR Joseph R. President > "Obviously no program is perfect, but from our point of view the negatives about Wealthbox are so miniscule there is no need to..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) KV Kelsey V. Client Servicing > "I am able to easily communicate through the CRM instead of having to use a chat feature or email which helps everything stay..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064960) KW Kevin W. Owner > "The social media feature is not as useful as expected and/or not relevant" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064339) EN Elsie N. Client Service Associate > "The integration aspect, makes my work so much easier, also Wealthbox helped so much with the transfer of data from our..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075493) CH Chris H. Managing Partner > "Relative inflexibility, some integrations aren't as deep as they could be." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) MW Matt W. Operations Manager > "The email updates are the best for me when traveling it give me the contact info and I can call without logging in. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062416) MM Matthewe M. Financial Advisor > "Makes me not want to really fill out detailed data on them." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613) JB Jeff B. Principal/Advisor > "We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) DL Danielle L. Advisor Assistant > "Also I have noticed that the email sync always needs to be redone." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914) ZS Zane S. Service Partner > "All client data is in one accessible place, which flows through to all the tools we use and were easily integrated with..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062479) VR Verified Reviewer Paraplanner > "The lack of willingness to take the needs of UK financial advisers into account" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075363) MA Matthew A. CFP > "I find myself working as a team with another advisor and their staff more often, and Wealthbox makes it easy to coordinate..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075231) TM Theresa M. Executive Office Manager > "Additionally, an enter key sent the email, way uncool." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3080798) DP David P. founder > "I like that it has a clean interface, has a great reminder system, has a good build out system for tasks as well" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075135) RH Rick H. Financial Life Advisor > "The phone app sometimes does not cooperate quickly." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062660) KF Ken F. Owner > "Wealthbox keeps that from happening if you have a staff member willing to do the task when they see the task. And I do have..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375) PF Philip F. Financial Advisor > "I dont like the e mail feature and use it every week. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3068993) AP Andy P. Financial Advisor/Owner > "The folks at Wealtbox also worked with a new provider that I use for email campaigns that saves me at least six hours every..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062468) Joel V. Owner > "Contacting customer service has been painful in the past. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) CH Chris H. Managing Partner > "Ease of use, activity feed for keeping an eye on the team, ability to note, task, etc. all from the front page, integrations..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) KF Ken F. Owner > "I simply will not allow for prospects to fall into a crack." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375) MV Mike V. President & CVO > "The entire firm uses it daily and it improves efficiency and drive customer service up." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075693) VR Verified Reviewer IAR > "I personally am frustrated with how expensive everything is related to our industry, it's ridiculous. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3095906) SS Sally S. Senior Planner > "The ability to link future tasks to client accounts is the most useful tool in my opinion." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) JR Joseph R. President > "We have yet to find anything that was a problem in our everyday use." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) AC Anthony C. Director of Operations > "WealtBox does everything we need and the team over at WealthBox is more than accommodating when it comes to listening and..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) TF Thomas F. Financial Advisor > "It is on the expensive side compared to other CRMs in the industry." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062486) CD Chris D. Financial Planner > "They are the best in tracking lots of information about the clients that are relevant." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062437) BS Babette S. Vice President Operations > "We hated the clunky CRM we had been using and found Wealthbox. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513) NK Neil K. Owner > "It's intuitive and easy to use for task management, workflows and utilizing templates for email (if you have email..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3065251) AS Alan S. Principal > "Our greatest hesitation was the of telephone support." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) TA Tammy A. Office Mgr > "Able to tag a client without going in their profile, no complicated steps, great functionality." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) VR Verified Reviewer Wealth Advisor > "No phone support" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062460) TM Teresa M. Office Manager > "I love the tabs and that you can customize the data page." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072133) CH Chad H. Owner > "I don't waste time repeating simple tasks over and over." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075273) Joel V. Owner > "The workflows, being able to design a process and implement other team members is wonderful." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) MG Mark G. CEO > "I think the opportunity function needs help" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086157) AP Andy P. Financial Advisor/Owner > "WB helps me manage every aspect of my business relating to clients." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062468) CH Chris H. Managing Partner > "It wasn't "fun" or "easy" to use." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) BS Babette S. Vice President Operations > "It was easy to migrate all of our data and they are continually coming out with improvements and new features that improve the..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513) JR Joseph R. President > "Obviously no program is perfect, but from our point of view the negatives about Wealthbox are so miniscule there is no need to..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) AB Anna B. Financial Advisor > "Entering client notes can be done quickly from the home page. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3078441) SS Sally S. Senior Planner > "They offer an integration to Monday.com, but it requires another subscription to Zapier -- which is a confusing service that..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) EN Elsie N. Client Service Associate > "We had another CRM that was not using the most recent technology, Welathbox is just so great and the site is clean and easy to..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075493) KW Kevin W. Owner > "The social media feature is not as useful as expected and/or not relevant" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064339) MM Michael M. Owner > "The flexibility with Wealthbox with the app is amazing. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075605) CH Chris H. Managing Partner > "Relative inflexibility, some integrations aren't as deep as they could be." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) JM Jacob M. Managing Member > "The ease at which I could build tools for my organization." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064587) CH Chris H. Managing Partner > "It wasn't "fun" or "easy" to use." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) TA Tammy A. Office Mgr > "The look of it is sleek and simple." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) Joel V. Owner > "Contacting customer service has been painful in the past. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) [View Reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/) ## User interface [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) 4.09 (85) [Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/) 4.65 (146) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Redtail CRM 20/50 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Automation - Calendar Management - Calendar Sync - Campaign Management - Case Management - Client Management - Cloud - Collaboration Tools - Contact Management - Contract Management - CRM - Customer Database - Customer Support Portal - Customizable Fields - Customizable Reports - Dashboard - Data Import/Export - Decision Making - Document Management - Drag & Drop - Email Management - Email Marketing - Email Templates - Expense Tracking - Financial Management - Forecasting - For Financial Institutions - Generative AI - Interaction Tracking - Knowledge Base - Lead Capture - Lead Management - Marketing Analytics - Marketing Automation - Messaging - Mobile Access - Mobility - Pipeline Management - Pre-built Connectors - Product and Price List Management - Quote and Order Management - Relationship Tracking - Reporting - Reporting & Statistics [See all features](https://www.capterra.com/p/121349/RedTail-CRM/#features) Wealthbox CRM Top features 29/50 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Automation - Calendar Management - Calendar Sync - Campaign Management - Case Management - Client Management - Cloud - Collaboration Tools - Contact Management - Contract Management - CRM - Customer Database - Customer Support Portal - Customizable Fields - Customizable Reports - Dashboard - Data Import/Export - Decision Making - Document Management - Drag & Drop - Email Management - Email Marketing - Email Templates - Expense Tracking - Financial Management - Forecasting - For Financial Institutions - Generative AI - Interaction Tracking - Knowledge Base - Lead Capture - Lead Management - Marketing Analytics - Marketing Automation - Messaging - Mobile Access - Mobility - Pipeline Management - Pre-built Connectors - Product and Price List Management - Quote and Order Management - Relationship Tracking - Reporting - Reporting & Statistics [See all features](https://www.capterra.com/p/175666/Wealthbox/#features) ### Recognition Redtail CRM is recognized as a top-rated tool in 1 Capterra Shortlist reports Wealthbox CRM is recognized as a top-rated tool in 1 Capterra Shortlist reports ### Deployment & support Redtail CRM Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Wealthbox CRM Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Redtail CRM - By Orion - Located in United States - Founded in Wealthbox CRM - By Wealthbox - Located in United States - Founded in ## Popular Comparisons [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[4.09 (85)](https://www.capterra.com/p/121349/RedTail-CRM/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $39/month Price $20/month 4.0 Features 4.4 4.0 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/121349-152373/RedTail-CRM-vs-HubSpot-CRM) [Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) $59/month Price $65/month 4.4 Features 3.9 4.8 Ease of Use 3.9 [View full comparison](https://www.capterra.com/compare/154610-175666/Maximizer-CRM-vs-Wealthbox) [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[4.09 (85)](https://www.capterra.com/p/121349/RedTail-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,816)](https://www.capterra.com/p/61368/Salesforce/reviews/) $39/month Price $25/month 4.0 Features 4.4 4.0 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-121349/Salesforce-vs-RedTail-CRM) [Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (830)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) $59/month Price $20/month 4.4 Features 4.3 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152769-175666/eWay-CRM-vs-Wealthbox) [Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (7,008)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $59/month Price $14/month 4.4 Features 4.3 4.8 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/155928-175666/Zoho-CRM-vs-Wealthbox) [Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $59/month Price $20/month 4.4 Features 4.4 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-175666/HubSpot-CRM-vs-Wealthbox) [Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Nimble](https://www.capterra.com/p/123032/Nimble/)[4.38 (1,868)](https://www.capterra.com/p/123032/Nimble/reviews/) $59/month Price $29.9/month 4.4 Features 4.2 4.8 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/123032-175666/Nimble-vs-Wealthbox) [Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Copper](https://www.capterra.com/p/141642/Copper/)[4.37 (622)](https://www.capterra.com/p/141642/Copper/reviews/) $59/month Price $12/month 4.4 Features 4.1 4.8 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/141642-175666/Copper-vs-Wealthbox) [Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Keap](https://www.capterra.com/p/76390/Infusionsoft/)[4.11 (1,299)](https://www.capterra.com/p/76390/Infusionsoft/reviews/) $59/month Price $299/month 4.4 Features 4.1 4.8 Ease of Use 3.6 [View full comparison](https://www.capterra.com/compare/76390-175666/Infusionsoft-vs-Wealthbox) [Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.69 (468)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) $59/month Price $12/month 4.4 Features 4.5 4.8 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/175666-245800/Wealthbox-vs-Monday-CRM) [Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.28 (718)](https://www.capterra.com/p/76/Intacct/reviews/) $59/month Price Contact vendor for pricing 4.4 Features 4.2 4.8 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/76-175666/Intacct-vs-Wealthbox) [Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.24 (2,082)](https://www.capterra.com/p/135757/NetSuite/reviews/) $59/month Price Contact vendor for pricing 4.4 Features 4.2 4.8 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/135757-175666/NetSuite-vs-Wealthbox)