Plutosoft vs Redtail CRM
Plutosoft
plutosoft.com.auRedtail CRM
redtailtechnology.comSide by side
| Figure | Plutosoft | Redtail CRM |
|---|---|---|
| Price from | — | $3.25/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 0 | 8 |
| Spec score · Financial Advisor Software | 6.7 (#30) | 8.5 (#5) |
| Founded | Plutosoft says it was founded in 2014 by financial planner and software engineer Lindsay Holland. | 2003 |
| Headquarters | The contact page lists Level 3, 3 Loftus Street, West Leederville, WA 6007, Australia. | Omaha, Nebraska, United States |
| Integrations | Listed platform data-feed partners include AUSIEX, BT, Colonial First State, HUB24, Macquarie, Netwealth, North and Praemium; integration partners include Annature, ClickSend, Morningstar and Office 365. | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. |
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
Plutosoft
Plutosoft 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.