Income Lab vs Redtail CRM
Income Lab
incomelaboratory.comRedtail CRM
redtailtechnology.comSide by side
| Figure | Income Lab | Redtail CRM |
|---|---|---|
| Price from | $80/mo | $3.25/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 3 | 8 |
| Spec score · Financial Advisor Software | 8.0 (#10) | 8.5 (#5) |
| AI features | Pro includes Penny, which can build plans from meeting notes, answer questions about a client plan, and identify opportunities across a client base. | Yes |
| Founded | 2018 | 2003 |
| Integrations | The pricing page names Schwab, Fidelity, Orion, Black Diamond, Redtail, Wealthbox, and Salesforce integrations, and Yodlee account aggregation in Pro. | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. |
| Security certification | Income Lab says it is SOC 2 compliant and makes its Type II report available on request. | Redtail states that it is SOC 2 Type II certified for secure and compliant data handling. |
Plans
Redtail CRM
- Launch$39 a year
- Growth$59 a year
- EnterprisePrice not published
- Launch — annual billing$39 a month
- Launch — monthly billing$45 a month
- Growth — annual billing$59 a month
- Growth — monthly billing$65 a month
- EnterprisePriced on request
In their own words
Income Lab
Income Lab has no write-up on Specifiction yet; its figures are above.
Redtail CRM
Redtail CRM is a customer relationship management product available on the web, iOS, and Android. Listed capabilities include a visual sales pipeline, email sync, AI features, marketing automation, and a mobile app. Launch costs $39 a year per user, billed yearly, and allows a maximum of 5 users. Growth costs $59 a year per user, billed yearly, with unlimited users. Redtail CRM has no free plan, though a 30-day free trial is available. The maker was founded in 2003 and is headquartered in Omaha, Nebraska, United States. Its web and mobile availability allows teams to access the product across the listed platforms. The plan structure distinguishes a small-team option with a user cap from a tier without a user limit, alongside a customizable Enterprise offering for larger organizations.