Redtail CRM vs. Zinnia SmartOffice
Redtail CRM vs. Zinnia SmartOffice
Product | Rating | Most Used By | Product Summary | Starting Price |
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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 | |
Zinnia SmartOffice | N/A | Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features. | $70 per month per user |
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Entry-level Setup Fee | No setup fee | Optional | ||||||||||||||
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More Pricing Information |
Redtail CRM | Zinnia SmartOffice | |
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Top Pros | No answers on this topic | |
Top Cons |
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Redtail CRM | Zinnia SmartOffice | |
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Small Businesses | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
Medium-sized Companies | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
Enterprises | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
Redtail CRM | Zinnia SmartOffice | |
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Likelihood to Recommend | 10.0 (7 ratings) | 7.5 (2 ratings) |
Redtail CRM | Zinnia SmartOffice | |
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Likelihood to Recommend | Orion Advisor Tech | Zinnia |
Pros | Orion Advisor Tech | Zinnia |
Cons | Orion Advisor Tech | Zinnia |
Alternatives Considered | Orion Advisor Tech | Zinnia |
Return on Investment | Orion Advisor Tech | Zinnia |
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