---
description: Get a quick and detailed side-by-side comparison for Financial Services Cloud vs Redtail CRM. GetApp will help you learn more about each of these software benefits and disadvantages.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Financial Services Cloud vs Redtail CRM Comparison | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/230/crm/software) > [Financial Services Cloud \<span\>vs\</span\> Redtail CRM](https://www.getapp.com.au/compare/109459/114375/financial-services-cloud/vs/redtail-crm)

# Compare Financial Services Cloud vs Redtail CRM

Canonical: https://www.getapp.com.au/compare/109459/114375/financial-services-cloud/vs/redtail-crm

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

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## At a Glance

| Metric | Financial Services Cloud | Redtail CRM |
| **Overall rating** | 4.8/5 | 4.1/5 |
| **Total Reviews** | 5 | 85 |
| **Starting Price** | USD 325.00 | USD 39.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat | 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

### Financial Services Cloud

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

### Redtail CRM

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

## Links

- [View Financial Services Cloud Profile](https://www.getapp.com.au/software/109459/financial-services-cloud)
- [View Redtail CRM Profile](https://www.getapp.com.au/software/114375/redtail-crm)
- [View Original Comparison](https://www.getapp.com.au/compare/109459/114375/financial-services-cloud/vs/redtail-crm)

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