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- Redtail Technology
- SmartOffice
- Redtail Technology-vs-SmartOffice
Compare Redtail Technology and SmartOffice 
At a Glance
Market Segments
Small-Business (90.1% of reviews)
Small-Business (69.2% of reviews)
Entry-Level Pricing
$39.00 1 User Per Month
$70.00 1 Per User Per Month
Redtail Technology
Star Rating
(184)4.3 out of 5
Market Segments
Small-Business (90.1% of reviews)
Entry-Level Pricing
$39.00 1 User Per Month
Free Trial is available
Browse all 3 pricing plansSmartOffice
Star Rating
(28)3.7 out of 5
Market Segments
Small-Business (69.2% of reviews)
Entry-Level Pricing
$70.00 1 Per User Per Month
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that SmartOffice has a more affordable entry-level price at $70.00 compared to Redtail Technology's $39.00, making it a more budget-friendly option for small businesses.
- Reviewers mention that Redtail Technology excels in customer support, with a quality rating of 8.8, while SmartOffice lags behind at 7.4, indicating a significant difference in user satisfaction regarding assistance and service.
- G2 users highlight that SmartOffice's automation features score lower at 7.5 compared to Redtail Technology's 8.1, suggesting that users find Redtail's marketing automation and task management capabilities more effective and user-friendly.
- Users on G2 report that Redtail Technology offers superior ease of use with a score of 8.6, while SmartOffice's score of 7.5 indicates that users may face more challenges navigating its interface.
- Reviewers say that SmartOffice has a lower product direction score of 6.7, which may indicate concerns about the future development and updates of the software, whereas Redtail Technology's score of 8.7 suggests a more positive outlook on its ongoing improvements.
- Users report that SmartOffice's functionality in areas like text messaging and bulk SMS is less robust compared to Redtail Technology, which offers advanced features such as two-way text messaging and automatic replies, making it a more comprehensive solution for communication needs.
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Pricing
Entry-Level Pricing
Redtail Technology
Launch Plan
$39.00
1 User Per Month
Basic CRM including:
- Contact Management
- Document Storage
- Contact and Account-Level User Defined Fields
SmartOffice
Performance
$70.00
1 Per User Per Month
Single User Performance Package
- Microsoft® Exchange - Contact Email & Calendar Sync
- Microsoft® Office Integration - Word/Outlook/ Excel
- Contact Management
Free Trial
Redtail Technology
Free Trial is available
SmartOffice
Free Trial is available
Ratings
Meets Requirements
8.6
159
8.1
23
Ease of Use
8.7
160
7.5
23
Ease of Setup
8.5
78
7.8
9
Ease of Admin
8.8
54
8.7
9
Quality of Support
8.8
150
7.4
23
Has the product been a good partner in doing business?
9.0
56
7.9
8
Product Direction (% positive)
8.5
158
6.7
21
Features by Category
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
9.0
8
Not enough data
9.2
8
Not enough data
7.3
8
Not enough data
Usability
7.3
8
Not enough data
8.5
8
Not enough data
6.4
7
Not enough data
Reliability
8.1
8
Not enough data
8.1
8
Not enough data
9.6
8
Not enough data
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Insurance Documentation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Content
7.2
82
Not enough data
Platform Additional Functionality
7.5
70
Not enough data
8.6
90
Not enough data
7.9
72
Not enough data
7.6
78
Not enough data
6.6
59
Not enough data
Platform Reporting and Analytics
8.2
70
Not enough data
6.8
56
Not enough data
Customer Support
8.2
72
Feature Not Available
7.9
75
Feature Not Available
8.1
79
Not enough data
7.9
71
Feature Not Available
Marketing Automation
7.1
60
Not enough data
7.5
69
Not enough data
6.6
61
Not enough data
Sales Force Automation
6.9
64
Not enough data
8.1
72
Not enough data
6.0
54
Not enough data
5.8
54
Not enough data
6.7
56
Not enough data
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Redtail Technology and SmartOffice are categorized as Financial Services CRM
Reviews
Reviewers' Company Size
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
SmartOffice
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
84.5%
Investment Management
6.1%
Insurance
2.8%
Marketing and Advertising
1.7%
Accounting
1.7%
Other
3.3%
Financial Services
50.0%
Insurance
30.8%
Banking
7.7%
Research
3.8%
Investment Management
3.8%
Other
3.8%
Most Helpful Reviews
Redtail Technology
Most Helpful Favorable Review
Verified User in Financial Services
Strong organizational tool, provides easy to use management of professional contacts.
Most Helpful Critical Review
Christian W.
Verified User in Financial Services
They changed the home page away from the daily notes. It sometimes has issues and we can not link clients to notes and activities. The price is a bit high for the lower quality that it is.
SmartOffice
Most Helpful Favorable Review
Tripp B.
Verified User in Insurance
SmartOffice does a great job of keeping all of my detailed customer information in one convenient location. It works well with Microsoft Office, especially Outlook.
Most Helpful Critical Review
Verified User in Banking
It wasn't as easy to learn as some other programs I have used. I found that sometimes it took a lot longer to open the program then it should have.
Verified User in Financial Services
Strong organizational tool, provides easy to use management of professional contacts.
Tripp B.
Verified User in Insurance
SmartOffice does a great job of keeping all of my detailed customer information in one convenient location. It works well with Microsoft Office, especially Outlook.
Christian W.
Verified User in Financial Services
They changed the home page away from the daily notes. It sometimes has issues and we can not link clients to notes and activities. The price is a bit high for the lower quality that it is.
Verified User in Banking
It wasn't as easy to learn as some other programs I have used. I found that sometimes it took a lot longer to open the program then it should have.
Discussions
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
Redtail Technology has no more discussions with answers
SmartOffice has no discussions with answers
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