Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitRedtail CRM vs Worksorted
Worksorted
6.2#21 in financial advisor softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | Redtail CRM | Worksorted |
|---|---|---|
| Headquarters | Omaha, Nebraska, United States | Adelaide, South Australia, Australia |
| Integrations | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. | Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit. |
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
Worksorted plans
- WorksortedPriced on request
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 Worksorted if…
Worksorted is designed for Australian financial advice businesses, including licensees and licensed or self-licensed practices. It suits firms seeking client records, repeatable workflows, compliance tracking, and revenue operations in one platform.