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Redtail CRM vs Wealthbox

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Updated December 14, 2025

Redtail CRM vs Wealthbox: Which is best for you?

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Custom shortlist of 3-5 vendors
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55+ software advisors
1 million+ businesses helped
2 million+ verified software reviews
Starting Price
$39.00

per month

$59.00

per month

Free Trial
Free Version
Screenshots
and Demo
Product Screenshot
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Product Screenshot
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Top Rated
  Features
Contact Database
4.67
Contact Management
4.53
Document Storage
4.50
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Task Management
4.25
Client Management
4.22
CRM
4.17
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Integrations
Nitrogen
Nitrogen
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Calendly
Calendly
Dropbox Business
Dropbox Business
Evernote Teams
Evernote Teams
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Pros / Cons
  • It also integrates well with industry-specific tools, and the built-in document management is really useful.
  • I don’t like how slow it runs, really—you take it for a quick spin and end up waiting on every single screen, feels like it’s catching its breath each time.
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  • There are variety of applications within the software which improve its functionality including "click-to-call," Contact and Note tagging, and an easy social-media like referencing feature (@clientname).
  • Printing a selection is not as easy as it should be.
Read more
Ease-of-Use
4/ 5
Highest performing feature
in the comparison
4.8/ 5
Value for Money
4.2/ 5
Highest performing feature
in the comparison
4.7/ 5
Customer Support
3.9/ 5
Highest performing feature
in the comparison
4.5/ 5
Functionality
3.9/ 5
Highest performing feature
in the comparison
4.4/ 5
Support Options
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training Options
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
FrontRunners
N/A
FrontRunners 2022
Advisor
  Recommendations
N/A
N/A
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployment Options
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad