Cloudsquare Broker vs. Redtail CRM
Cloudsquare Broker vs. Redtail CRM
Product | Rating | Most Used By | Product Summary | Starting Price |
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Cloudsquare Broker | N/A | CS Broker, from Cloudsquare headquartered in Los Angeles, is a turnkey Loan Origination Software (LOS) for Brokers to start using Salesforce without the hassle of building a custom system, while still being flexible enough to accommodate any businesses specific needs. The LOS provides MCA Brokers tools to track their sales pipeline, and close deals. | N/A | |
Redtail CRM | 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 |
Cloudsquare Broker | Redtail CRM | |||||||||||||||
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Editions & Modules | No answers on this topic |
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Offerings |
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Cloudsquare Broker | Redtail CRM | |
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Top Pros | No answers on this topic | |
Top Cons | No answers on this topic |
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Cloudsquare Broker | Redtail CRM | |
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Small Businesses | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
Medium-sized Companies | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
Enterprises | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
Cloudsquare Broker | Redtail CRM | |
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Likelihood to Recommend | - (0 ratings) | 10.0 (7 ratings) |
Cloudsquare Broker | Redtail CRM | |
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Likelihood to Recommend | Cloudsquare No answers on this topic | Orion Advisor Tech |
Pros | Cloudsquare No answers on this topic | Orion Advisor Tech |
Cons | Cloudsquare No answers on this topic | Orion Advisor Tech |
Alternatives Considered | Cloudsquare No answers on this topic | Orion Advisor Tech |
Return on Investment | Cloudsquare No answers on this topic | Orion Advisor Tech |
ScreenShots |