---
description: Compare SmartOffice vs Redtail CRM regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: SmartOffice vs Redtail CRM Comparison
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/3247/financial/software) > [SmartOffice \<span\>vs\</span\> Redtail CRM](https://www.softwareadvice.com.au/compare/8398/76515/smartoffice/vs/redtail)

# Compare SmartOffice vs Redtail CRM

Canonical: https://www.softwareadvice.com.au/compare/8398/76515/smartoffice/vs/redtail

> Detailed comparison between SmartOffice and Redtail CRM. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | SmartOffice | Redtail CRM |
| **Overall rating** | 3.7/5 | 4.1/5 |
| **Total Reviews** | 17 | 85 |
| **Starting Price** | USD 70.00 | USD 39.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, Knowledge Base, Phone Support | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### SmartOffice

- Activity Tracking
- Appointment Scheduling
- CRM
- Calendar Management
- Client Management
- Contact Database
- Customer Database
- Customizable Reports
- Document Management
- Email Management
- Lead Management
- Process/Workflow Automation
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Pipeline Management
- Search/Filter
- Task Management
- Task Scheduling
- Workflow Management

### Redtail CRM

- Activity Tracking
- Appointment Scheduling
- CRM
- Calendar Management
- Client Management
- Contact Database
- Customer Database
- Customizable Reports
- Document Management
- Email Management
- Lead Management
- Process/Workflow Automation
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Pipeline Management
- Search/Filter
- Task Management
- Task Scheduling
- Workflow Management

## Links

- [View SmartOffice Profile](https://www.softwareadvice.com.au/software/8398/smartoffice)
- [View Redtail CRM Profile](https://www.softwareadvice.com.au/software/76515/redtail)
- [View Original Comparison](https://www.softwareadvice.com.au/compare/8398/76515/smartoffice/vs/redtail)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SmartOffice vs Redtail CRM Comparison","description":"Compare SmartOffice vs Redtail CRM regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.com.au/compare/8398/76515/smartoffice/vs/redtail","about":[{"@id":"https://www.softwareadvice.com.au/software/8398/smartoffice#software"},{"@id":"https://www.softwareadvice.com.au/software/76515/redtail#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.com.au/compare/8398/76515/smartoffice/vs/redtail#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.softwareadvice.com.au/compare/8398/76515/smartoffice/vs/redtail#webpage","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"inLanguage":"en-AU","isPartOf":{"@id":"https://www.softwareadvice.com.au/#website"}},{"name":"SmartOffice","description":"SmartOffice is a cloud-based customer relationship management solution that helps small to large businesses connect with clients and support CRM initiatives within the organizations. Designed for wholesalers, insurance carriers, broker/dealers and banks, the centralized platform helps improve marketing and reporting capabilities of businesses.\n\n\nFeatures of SmartOffice include multi-custodian aggregation, daily rate-of-return calculation, custom reporting, fee billing automation, a client mobile portal, anomaly monitoring, team onboarding, data conversion, cybersecurity and financial planning integration. Its fraud scrubbing module allows users to detect fraud and identify suspicious transactions to ensure brand reputation. \n\n\nAdditionally, SmartOffice allows users to track product and policy details, account values, activities, new businesses, in-force policies and provides an overall picture of client financials. It comes with pre-built templates related to birthdays, holidays and other important life events.\n\n\nSmartOffice can either be deployed on-premise or hosted in the cloud. Pricing is available on request.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/7abb1e73-46de-4a0e-93a7-6422f75fe928.png","url":"https://www.softwareadvice.com.au/software/8398/smartoffice","@type":"SoftwareApplication","@id":"https://www.softwareadvice.com.au/software/8398/smartoffice#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":17,"ratingValue":3.7},"offers":{"price":"70","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Windows on premise, Linux on premise, Android, Platform ios, Platform ipad"},{"name":"Redtail CRM","description":"Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its features include database migration, reporting, client information, records and tags management, automated office operations, broadcasting emails and seminar management.\n\n\nRedtail CRM helps users send bulk messages and attachments to specific groups of clients and prospects. It enables them to plan and manage seminars, events and create reports of all activities. Additionally, it integrates with Morningstar, Riskalyze, LaserApp, Albridge and MoneyGuidePro, and it allows users to import data into and export data from the platform.\n\n\nRedtail CRM is available on iOS and Android devices, and it is available via monthly subscription. It backs up data to an offsite location, which can be accessed whenever users want. In addition, it offers support through webinars, online help docs and training sessions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/cad81e19-8f4f-4203-8cb2-eb4f60759e7a.png","url":"https://www.softwareadvice.com.au/software/76515/redtail","@type":"SoftwareApplication","@id":"https://www.softwareadvice.com.au/software/76515/redtail#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":85,"ratingValue":4.1},"offers":{"price":"39","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial CRM Software","position":2,"item":"/directory/3247/financial/software","@type":"ListItem"},{"name":"SmartOffice vs Redtail CRM","position":3,"item":"https://www.softwareadvice.com.au/compare/8398/76515/smartoffice/vs/redtail","@type":"ListItem"}],"@id":"https://www.softwareadvice.com.au/compare/8398/76515/smartoffice/vs/redtail#breadcrumblist"}]}
</script>
