Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitRedtail CRM vs SurefireCRM
SurefireCRM
7.1#13 in financial services crm softwareFrom $91 a monthAndroidiOSWebAPI
VisitWhat both publish
| Fact | Redtail CRM | SurefireCRM |
|---|---|---|
| Integrations | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. | Surefire offers native connections for mortgage LOS, POS, and pricing engine platforms, as well as open APIs and a Salesforce Lightning connector. |
| Rating on Capterra | 4.1 out of 5 from 85 reviews | 4.5 out of 5 from 55 reviews |
| Rating on G2 | 4.3 out of 5 from 268 reviews | 4.0 out of 5 from 20 reviews |
| Rating on GetApp | 4.1 out of 5 from 85 reviews | 4.5 out of 5 from 55 reviews |
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
SurefireCRM plans
- Surefire CRM$91 a month
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.
Pick SurefireCRM if…
SurefireCRM is aimed at mortgage lenders and loan officers who need borrower communications and marketing workflows. The maker says its customers range from individual brokers to organizations with more than 1,000 users.