What users are saying about
25 Ratings
4 Ratings
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Score 3 out of 100
25 Ratings
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Score 9.6 out of 100

Feature Set Ratings

    Sales Force Automation

    7.8

    Norada Solve360

    78%

    Redtail CRM

    Feature Set Not Supported
    N/A
    Norada Solve360 ranks higher in 9/9 features

    Customer data management / contact management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Workflow management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Territory management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Opportunity management

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Contract management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Quote & order management

    5.0
    50%
    1 Rating
    N/A
    0 Ratings

    Interaction tracking

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Channel / partner relationship management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Customer Service & Support

    8.7

    Norada Solve360

    87%

    Redtail CRM

    Feature Set Not Supported
    N/A
    Norada Solve360 ranks higher in 3/3 features

    Case management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Call center management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Help desk management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Marketing Automation

    6.0

    Norada Solve360

    60%

    Redtail CRM

    Feature Set Not Supported
    N/A
    Norada Solve360 ranks higher in 2/2 features

    Lead management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Email marketing

    5.0
    50%
    1 Rating
    N/A
    0 Ratings

    CRM Project Management

    7.5

    Norada Solve360

    75%

    Redtail CRM

    Feature Set Not Supported
    N/A
    Norada Solve360 ranks higher in 2/2 features

    Task management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Billing and invoicing management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    CRM Reporting & Analytics

    9.0

    Norada Solve360

    90%

    Redtail CRM

    Feature Set Not Supported
    N/A
    Norada Solve360 ranks higher in 3/3 features

    Forecasting

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Pipeline visualization

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Customizable reports

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Customization

    9.5

    Norada Solve360

    95%

    Redtail CRM

    Feature Set Not Supported
    N/A
    Norada Solve360 ranks higher in 4/4 features

    Custom fields

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Custom objects

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Scripting environment

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    API for custom integration

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Security

    10.0

    Norada Solve360

    100%

    Redtail CRM

    Feature Set Not Supported
    N/A
    Norada Solve360 ranks higher in 2/2 features

    Single sign-on capability

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Role-based user permissions

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Social CRM

    8.0

    Norada Solve360

    80%

    Redtail CRM

    Feature Set Not Supported
    N/A
    Norada Solve360 ranks higher in 2/2 features

    Social data

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Social engagement

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Attribute Ratings

    • Redtail CRM is rated higher in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    7.0

    Norada Solve360

    70%
    1 Rating
    9.7

    Redtail CRM

    97%
    8 Ratings

    Support Rating

    9.0

    Norada Solve360

    90%
    2 Ratings

    Redtail CRM

    N/A
    0 Ratings

    Likelihood to Recommend

    Norada Solve360

    If you're working with a lot of clients and are working in one field Norada is perfect. I found it difficult to configure it to work precisely as I want to for a multi-field company that offers two very different products whose sales teams should never meet, yet know about each other.
    Mārtiņš Pakulis | TrustRadius Reviewer

    Redtail CRM

    It is extremely well suited to client management in the insurance and financial services industries. I think it would not be nearly as useful in a retail setting as many of the features would be irrelevant.
    Anonymous | TrustRadius Reviewer

    Pros

    Norada Solve360

    • Contact database.
    • Integrated communications and communication history across projects.
    • Task lists and objectives.
    Mārtiņš Pakulis | TrustRadius Reviewer

    Redtail CRM

    • Redtail CRM gives the capability to have a place to store all client-related documents in a readily accessible, yet secure, location.
    • Redtail CRM has a feature to input notes and comments on particular clients in order to keep track of communications with and steps taken for those clients. Those notes can be easily accessed across the firm.
    • Redtail CRM allows all email communications to be stored in a safe and secure manner as well as making those communications accessible on demand.
    Anonymous | TrustRadius Reviewer

    Cons

    Norada Solve360

    • More advanced filters for tasks.
    • More advanced project organization elements.
    Mārtiņš Pakulis | TrustRadius Reviewer

    Redtail CRM

    • I would like to see the ability to push annuity business into Redtail like brokerage accounts.
    • I would like to be able to attach documents to specific notes instead of just contacts in general.
    • Those are the only two cons that I have.
    Drew Blackston, RFC® CRC® | TrustRadius Reviewer

    Pricing Details

    Norada Solve360

    General

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services
    Entry-level set up fee?

    Starting Price

    $39 per month

    Redtail CRM

    General

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services
    Entry-level set up fee?
    No

    Starting Price

    Support Rating

    Norada Solve360

    Norada Solve360 9.0
    Based on 2 answers
    I have received fast answers to any questions I have ever had. The support staff knows how to work with less tech-literate people and is patient enough to explain. Even if my issue was not solvable the support staff gave me another way to get the job done.
    Mārtiņš Pakulis | TrustRadius Reviewer

    Redtail CRM

    No score
    No answers yet
    No answers on this topic

    Alternatives Considered

    Norada Solve360

    No answers on this topic

    Redtail CRM

    Quite honestly, I have visibility into a number of CRM systems and Redtail stands alone as the strongest contender. It has the most thorough and customizable interface of any I have encountered. There are few other tools that offer the unmatched flexibility and the depth that any business could stand to profit from.
    Anonymous | TrustRadius Reviewer

    Return on Investment

    Norada Solve360

    • Easy to keep track of client needs.
    • Easy to work in a team with the same client base.
    • Easy to organize work.
    Mārtiņš Pakulis | TrustRadius Reviewer

    Redtail CRM

    • Redtail makes it easy to log customer interactions for compliance related fields.
    • With Redtail, you don't have to worry about losing information. Just pull up the customer's profile and make some notes on what is going on. You can never be too detailed in the advisor industry.
    • The integration ability at Redtail really saves us heaps of time. You can feed information over from the custodian straight over to another 3rd party. API is game changing!
    Anonymous | TrustRadius Reviewer

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