Introducing G2.ai, the future of software buying.Try now
Compare Redtail Technology and SmartOffice 
Featured Products
At a Glance
Market Segments
Small-Business (90.8% of reviews)
Small-Business (69.2% of reviews)
Entry-Level Pricing
Contact Us
$70.00 1 Per User Per Month
Redtail Technology
Star Rating
(211)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansSmartOffice
Star Rating
(28)3.7 out of 5
Market Segments
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$70.00 1 Per User Per Month
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Redtail Technology excels in overall user satisfaction, reflected in its significantly higher G2 Score compared to SmartOffice. Users appreciate its user-friendly interface, noting that it makes daily tasks simpler and more organized.
- According to verified reviews, SmartOffice is praised for its ability to keep detailed customer information centralized, which is particularly beneficial for users who rely on Microsoft Office integration, especially Outlook.
- Users say that Redtail Technology's ease of navigation is a standout feature, helping them stay on top of priorities and manage their tasks effectively. This ease of use is a common theme in recent feedback, making it a preferred choice for many small businesses.
- Reviewers mention that while SmartOffice is easy to use and uncomplicated, it sometimes struggles to meet specific workflow needs, which can lead to configuration challenges for some users.
- G2 reviewers highlight that Redtail Technology not only offers a more robust support system but also receives higher ratings for its quality of support, making it a reliable partner for businesses looking for assistance.
- According to recent user feedback, SmartOffice shines in day-to-day management and collaboration features, allowing team members to work on projects together effectively, although it still trails behind Redtail in overall satisfaction and market presence.
Pricing
Entry-Level Pricing
Redtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
SmartOffice
Performance
$70.00
1 Per User Per Month
Single User Performance Package
- Microsoft® Exchange - Contact Email & Calendar Sync
- Microsoft® Office Integration - Word/Outlook/ Excel
- Contact Management
Free Trial
Redtail Technology
Free Trial is available
SmartOffice
Free Trial is available
Ratings
Meets Requirements
8.6
181
8.1
23
Ease of Use
8.6
186
7.5
23
Ease of Setup
8.5
98
7.8
9
Ease of Admin
8.8
60
8.7
9
Quality of Support
8.8
171
7.4
23
Has the product been a good partner in doing business?
9.0
62
7.9
8
Product Direction (% positive)
8.5
182
6.7
21
Features by Category
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Not enough data
Usability
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Not enough data
Reliability
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Not enough data
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Insurance Documentation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Content
7.2
105
Not enough data
Platform Additional Functionality
7.5
94
Not enough data
8.6
114
Not enough data
7.9
95
Not enough data
7.6
100
Not enough data
6.6
80
Not enough data
Platform Reporting and Analytics
8.0
92
Not enough data
6.9
78
Not enough data
Customer Support
8.4
96
Feature Not Available
8.0
98
Feature Not Available
8.1
102
Not enough data
7.9
94
Feature Not Available
Marketing Automation
7.0
81
Not enough data
7.6
90
Not enough data
6.6
82
Not enough data
Sales Force Automation
6.9
83
Not enough data
8.2
95
Not enough data
6.1
72
Not enough data
5.9
72
Not enough data
6.9
73
Not enough data
Agentic AI - Financial Services CRM
6.5
17
Not enough data
Categories
Categories
Shared Categories
Redtail Technology and SmartOffice are categorized as Financial Services CRM
Reviews
Reviewers' Company Size
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
SmartOffice
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
86.0%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.4%
Other
2.9%
Financial Services
50.0%
Insurance
30.8%
Banking
7.7%
Research
3.8%
Investment Management
3.8%
Other
3.8%
Discussions
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
SmartOffice has no discussions with answers
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
