Cloudsquare
5.8#25 in financial services crm softwareFrom $75 a monthWebAPI
VisitCloudsquare vs Redtail CRM
Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | Cloudsquare | Redtail CRM |
|---|---|---|
| AI features | Cloudsquare AI includes application capture, cash flow intelligence, file identification, and a lender decision inbox. | Yes |
| Founded | 2018 | 2003 |
| Integrations | Cloudsquare is built natively on Salesforce and says AppExchange apps for e-signature, telephony, and analytics can be installed. | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. |
Cloudsquare plans
- Cloudsquare Broker$75 a month
Redtail CRM plans
- Launch$39 a year
- Growth$59 a year
- Launch — annual billing$39 a month
- Launch — monthly billing$45 a month
- Growth — annual billing$59 a month
- Growth — monthly billing$65 a month
Pick Cloudsquare if…
Cloudsquare is designed for lending organizations such as brokers, lenders, brokerages, and ISOs using Salesforce. It fits teams needing lender connections, diligence tools, portals, and lending-specific workflows.
Pick Redtail CRM if…
It suits advisers and teams looking for a CRM with pipeline visibility, email sync, and marketing automation. Larger teams and advisor networks can consider the customizable Enterprise plan.