Equisoft/connect vs. Redtail CRM
Equisoft/connect vs. Redtail CRM
Product | Rating | Most Used By | Product Summary | Starting Price |
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Equisoft/connect | N/A | Equisoft/connect (formerly Kronos Finance) is a web-based CRM software specifically created for financial advisors. It enables users to centralize clients’ insurance and investment information. And the vendor state it is also a productivity, marketing, sales and compliance tool. Equisoft acquired Kronos Technologies in 2018. | 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 |
Equisoft/connect | 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 |
Equisoft/connect | Redtail CRM | |
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Top Pros | No answers on this topic | |
Top Cons | No answers on this topic |
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Equisoft/connect | Redtail CRM | |
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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 |
Equisoft/connect | Redtail CRM | |
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Likelihood to Recommend | - (0 ratings) | 10.0 (7 ratings) |
Equisoft/connect | Redtail CRM | |
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Likelihood to Recommend | Equisoft No answers on this topic | Orion Advisor Tech |
Pros | Equisoft No answers on this topic | Orion Advisor Tech |
Cons | Equisoft No answers on this topic | Orion Advisor Tech |
Alternatives Considered | Equisoft No answers on this topic | Orion Advisor Tech |
Return on Investment | Equisoft No answers on this topic | Orion Advisor Tech |
ScreenShots |