Compare Redtail Technology and SmartOffice 
At a Glance
Market Segments
Small-Business (92.0% of reviews)
Small-Business (69.2% of reviews)
Entry-Level Pricing
Contact Us
$70.00 1 Per User Per Month
Redtail Technology
Star Rating
(266)4.4 out of 5
Market Segments
Small-Business (92.0% 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 user satisfaction, boasting a significantly higher overall rating compared to SmartOffice. Users appreciate its intuitive interface, which makes accessing client information and creating reports a breeze.
- According to verified reviews, SmartOffice is praised for its ability to keep detailed customer information organized in one place, particularly its seamless integration with Microsoft Office, especially Outlook. This feature is highlighted as a major advantage for users who rely on these tools daily.
- Users say that Redtail Technology stands out for its robust workflow management capabilities. Reviewers love how it helps them stay organized with notes and reminders, ensuring they never miss important meetings, which is a crucial aspect of daily operations.
- Reviewers mention that SmartOffice, while easy to use, sometimes struggles with specific workflow needs, leading to configuration challenges. However, many users still find it uncomplicated and effective for day-to-day management and team collaboration.
- G2 reviewers highlight the quality of support provided by Redtail Technology, noting that interactions with support staff are not only helpful but also enjoyable. This level of customer service contributes to a positive user experience that many find lacking in SmartOffice.
- According to recent feedback, both products have their strengths, but Redtail Technology's higher ratings in ease of setup and overall usability make it a more favorable choice for small businesses looking for a reliable CRM solution.
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
184
8.1
23
Ease of Use
8.7
206
7.5
23
Ease of Setup
8.5
116
7.8
9
Ease of Admin
8.7
62
8.7
9
Quality of Support
8.8
174
7.4
23
Has the product been a good partner in doing business?
9.0
64
7.9
8
Product Direction (% positive)
8.5
185
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
107
Not enough data
Platform Additional Functionality
7.6
100
Not enough data
8.7
118
Not enough data
7.9
96
Not enough data
7.6
101
Not enough data
6.6
80
Not enough data
Platform Reporting and Analytics
8.0
94
Not enough data
6.9
78
Not enough data
Customer Support
8.4
97
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
99
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
86.7%
Investment Management
5.3%
Insurance
2.2%
Accounting
1.8%
Marketing and Advertising
1.3%
Other
2.7%
Financial Services
50.0%
Insurance
30.8%
Banking
7.7%
Research
3.8%
Investment Management
3.8%
Other
3.8%
Alternatives
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
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