RazorPlan vs Redtail CRM
RazorPlan
razorplan.comRedtail CRM
redtailtechnology.comSide by side
| Figure | RazorPlan | Redtail CRM |
|---|---|---|
| Price from | $62.08/mo | $3.25/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 7 | 8 |
| Spec score · Financial Advisor Software | 7.6 (#17) | 8.5 (#5) |
| Founded | 2011 | 2003 |
| Headquarters | Toronto, Ontario, Canada | Omaha, Nebraska, United States |
| Integrations | The pricing page lists built-in SSO for Enterprise partners, allowing advisors to launch RazorPlan directly from their system without additional passwords. | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. |
Plans
RazorPlan
- RazorPlan$69 a month
- RazorPlan Advanced$99 a month
- RazorPlan Decumulation$149 a month
- RazorPlan$745 a year
- RazorPlan Advanced$1,070 a year
- RazorPlan Decumulation$1,610 a year
- RazorPlan EnterprisePriced on request
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
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.