Act! CRM (formerly Swiftpage) aims to empower small businesses to build and manage client relationships and leads, so the user always has a pipeline of new, repeat, and referral business under control. Users can manage their businesses with Act! CRM every day, since it’s more than a CRM – it’s designed to present everything needed to stay on top of relationships, see what’s most important and actionable, and run sales and marketing in one place.
$22
per month
Redtail CRM
Score 8.7 out of 10
N/A
Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
$20
per month
Pricing
Act! CRM
Redtail CRM
Editions & Modules
Essentials
$22
per user, per month
Act! Premium - Basic
$37.50
per user, per month (billed annually)
Standard
$40
per user, per month
Expert
$55
per user, per month
Select - Extra Features
$79
per user, per month (billed annually)
Complete - Extra Features
$199
per user, per month (billed annually)
Advanced - Extra Features
$399
per user, per month (billed annually)
Starter
$20
per month
Basic
$30
per month
Pro
$50
per month
Offerings
Pricing Offerings
Act! CRM
Redtail CRM
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
For SaaS version, discount available for annual subscription.