As far as I know, there is no way to get reminders (a la Outlook) for appointments. I now need to constantly monitor my calendar.

Ease of use, amount of resources and linking features is great.

Love the workflows system and the various integrations with other relevant software. Very simple to begin using and easy to learn features afterwards.

Biggest complaint is the lack of calendar and contact syncing with Office 365.

The CRM software is great, however the customer service experience we have received takes away from the value of this product.

I like the simplicity of the software. It is easy to use and all of the buttons are very distinctive.

Sometimes trying to find or edit a piece of information is very hard to find.

I love that it's built like an Investment software so many of the fields are already related to Finance which is right in the alley for Insurance. And my favorite feature of all is the Reminder.

I don't like the lack of customization options within the different dashboards and views. I find that clunky and difficult to get used to.

Very poor customer service. Hire some more service techs over sales reps.

Lack of SUPPORT!!!  I had to wait 9 business days for my integration. Seriously that is unacceptable.

Workflows are clunky and don't work well. We just adopted a new software to use for task management and workflows.

This software allows me to do everything I need and then some. If I ever need help customer service has been the best.

The ability to set up automations has also improved our processes. Our business runs much more smoothly, efficiently, and quickly because of Redtail.

I like the layout; the information is spread out on the screen in a way that is it is easy to read and find what you're looking for.

The downside is there isn't a way to customize things.

This software should not be this difficult to use. If you only need a database, this will serve your needs.

Intuitive; wish there were better calendar reminders.

Limited functionality, not able to integrate with other software for financial services, mobile app is too simple and limited.

It integrates well with MoneyGuide Pro. I appreciate the ability to access each client's financial plan from within the RedTail application.

Their customer service is definitely the best feature.

It feels in financial data but does not feed in account types or titles so it's hard to see what type of accounts the client has.

Overall we love Redtail and continually attribute it to the efficiency of our team.

There was very little customization that made navigating the software difficult. Also i found the contact management interface difficult.

When I started working with Redtail, the previous employees in my office had not learned how to use it properly and so it was a mess.

Great customer service and support. Really awesome team that listens to feedbacks and makes changes and updates accordingly.

Great experience and if you ever need customer service they are amazing.

Lack of certain integrations, especially with Outlook.

Quicklist feature at the top is super helpful for people you regularly need to contact. Templated notes makes note taking for things like tax season really easy.

We use the reporting options daily and have gained better insights into the business because of the report options available.

The price is very affordable per user and they absolutely deliver quality well above the price point.

The ability to have a program do more tedious work that is done repeatedly has saved the firm time doing more important things.

Has helped our business manage client data and very helpful customer service when I have any questions or need help.

Unlike most software trainings, these are FUN. It's a very robust system with many detailed reports and some great search functionality too.

I like that it is cloud-based, easy to use, and functional for our office and client needs.

Easy to navigate, add/edit contacts, create different groups, ongoing tasks and ability to assign to other team members, ability to archive my outlook emails to existing contacts.

I had experience with other CRMs like SalesForce, while SF is still fantastic and top-tier, I find this to be a better value for the money.

Organizing all my tasks day to day and long-term, with ability to share and reallocate tasks among users.

The biggest benefit is ease of use. I can look up my clients on the app with very little trouble.

Great software, very user friendly, easily implemented and integrated with other software platforms.

Robust, lots of options for maintaining information.

I am only using this CRM due to the integrations. Other CRM are more user friendly.

The exports to csv files are also very easy to use.

Our team had difficulty deleting duplicate entries for some reason.

The customer supports from Wix is really good and I noted Wix getting better progress with the time.

We've easily integrated a google calendar into our page, which has been helpful for our neighbors. One of my other favorite features is the ability to uniquely edit the mobile version of the site.

It's easy to use, easy to onboard, offers a ton of templates and features, great customer support, and amazing documentation.

I created a website on this app and it was so easy, and fun. There are so many features to help you get your business out there.

Wix is a great software to build websites, even if you don't have an idea on how to do it. It's easy, customizable and fun to use.

I like that this software is easy to use and has tons of features to make an amazing website and optimize it with their seo features.

I think this is a outstanding site to use, I would choose to keep using this program and recommend it to appropriate people I know.

All of the free features are absolutely amazing. So you can try it out and see if you like it.

Overall I love having the ability to bridge the gap between companies and clients in a user friendly and efficient manner.

I liked the ability to create my own website and integrate lots of other things. I also liked the low price.

The templates are very fascinating; these attractive templates help users to make the website look dynamic. Wix customer service is amazing.

Wix is popular for a reason--it's a great service, accessible to people who don't code, and is free or reasonably priced.

I love using Wix for our school, and we have had wonderful comments about our website from others in the community.

It's best for beginners and it is easy to use and understand and affordable, especially if you will be learning how to use the website building software, it's nice that it's not too expensive.

The main issue I have with Wix is the price when compared to other Web hosts out there. The contract also auto renews without warning, which is very frustrating.

What I dislike most about Wix is that it seems to be missing a few features that other website building softwares offer.

My overall experience with Wix was negative. I found the functionality (or lack of functionality) to be extremely frustrating.

The main disappointment for me with this software is that it's limited as to customization.

We have had amazing feed back about our website and other companies coming and asking what software we used because they loved it so much.

It's probably the best website builder with awesome features and an affordable price. There is a free offering to get you started with.

I hate that you can only really edit your website on a laptop or desktop computer. Not being able to edit on my tablet is limiting and sadly, it may end up being a deal breaker.

I like the fact that it is completely free. The free and wide selection of templates is wonderful.

Love the ease of being able to build my own website plus the FAQS section is always very helpful for a non techy person like myself. Would highly recommend a wix website to anyone.

My experience was great, I created a website in a few seconds with images and a modern layout, I found it super practical and dynamic. I really liked it and I recommend this tool to everyone.

It's bit more costly than others. Frequently asks for upgrade which can be very annoying.

Overall, I love this site and I love what it has done for me over the years, sometimes I play around on Wix just for fun and that says a lot.

Was able to build a website easily for an affordable price. Great product for entrepreneurs and small business owners who want a beautiful site on a budget.

It is an awesome product, with a lot of great features and add-ins. Couldn't recommend more, especially for small organizations.

Can have your own stunning website in a matter of few easy steps. Helps in more customers.

It is very easy to use and it has numerous templates which are really nice visually. It is good that they vary according to the industry that one is looking to create a website for.

Wix is great for new website creators, and integrate great step-by-step guides for incorporating SEO improvements, has great design templates, and makes for a great location for my portfolio and blog.

I was a little disappointed with the limitations of the website probably because as a coder you expect a lot more from a drag and drop website.

Fantastic for building a foundation for you business it is a great app for making website.

Wix was super simple to use, especially for the novice in website creation. The interface is nice and simple, and offers a good quality finished product.

I love the ease of creating a website/portfolio using Wix. The templates are beautiful and using the widgets is very intuitive.

Wix was so easy to navigate and it lets you be as creative as you want to be. They have basic layouts that are nice and easy too.

This has more to do with having a novice set up a web page than a problem with Wix but it is frustrating.

It's easy to use, has great integrations and functionality. The best part is that I can turn it over to my clients when I'm done creating it.

What I like most about Wix is that the cost/benefit is fantastic. Very inexpensive website builder, that can...if done properly build beautiful websites.

US Dollar

Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its features include database migration, reporting, client information, records and tags management, automated office operations, broadcasting emails and seminar management.


Redtail CRM helps users send bulk messages and attachments to specific groups of clients and prospects. It enables them to plan and manage seminars, events and create reports of all activities. Additionally, it integrates with Morningstar, Riskalyze, LaserApp, Albridge and MoneyGuidePro, and it allows users to import data into and export data from the platform.


Redtail CRM is available on iOS and Android devices, and it is available via monthly subscription. It backs up data to an offsite location, which can be accessed whenever users want. In addition, it offers support through webinars, online help docs and training sessions. 



LongDescription

Customizable Reports

Document Storage

Activity Tracking

Task Scheduling

Customizable Fields

Activity Management

Data Import/Export

Contact Management

Configurable Workflow

Lead Management

Email Marketing

Workflow Management

Email Management

Event Triggered Actions

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Reminders

Interaction Tracking

Reporting/Analytics

Contact Database

Client Management

Tagging

Appointment Scheduling

Task Management

Document Management

Search/Filter

Pipeline Management

Customer Database

For Financial Institutions

Sales Pipeline Management

For Insurance Industry

Collaboration Tools

For Startups

Web browser (OS agnostic)

$99 per month, per database - includes 15 users.

Email/Help Desk

Knowledge Base

Phone Support

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Redtail CRM

Live Online

Webinars

Documentation

Wix is a cloud-based landing page solution that helps users create and manage websites. The solution provides multiple templates with video backgrounds, fonts and animation. It allows users to customize the website with their own logo and branding.


With the system, users can display images, videos and text in a gallery layout and add zoom-in or fade-in scrolling effects. The Wix code module offers serverless coding that allows users to set up their own database collections, build content websites and add custom forms.


Wix allows users to set up an e-commerce portal where users can display products, and manage orders and payments. Pricing is per month and is based on bandwidth and storage provided. Support is provided via a knowledge base and an online forum.



Commenting/Notes

Support Ticket Management

Cataloging/Categorization

Employee Management

Website Analytics

Payment Processing

Recurring/Subscription Billing

Product Catalog

Keyword Rank Tracking

Multi-Channel Campaigns

SEO Management

SMS Messaging

Templates

Video Management

Responsive Web Design

SSL Security

Real Time Editing

Pre-built Templates

Content Sharing

Order Management

Confirmation/Reminders

Reservations Management

Credit Card Processing

Invoice Management

Wait List Management

Attendance Management

Attendance Tracking

Categorization/Grouping

Post Management

Communication Management

Customer Accounts

Shopping Cart

Registration Management

Class Scheduling

Calendar Management

eCommerce Management

Full Text Search

Shipping Management

Template Management

Content Publishing Options

ROI Tracking

Online Booking Tools

Promotions Management

Multi-Location

Content Management

Form Builder

Booking Management

Preview Functionality

Online Store Builder

HTML5 Technology

Data Security

Membership Management

Backlink Monitoring

Multi-Channel Communication

Catalog Creation

Landing Pages/Web Forms

Event Scheduling

Social Media Integration

Real-Time Notifications

Forms Management

Real-Time Updates

Website Integration

Ticket Management

Image Editing

Wix pricing starts at 16 USD per month. While there is a free version, Wix does not offer a free trial. See additional pricing details below. 
Website Premiums ($USD) Combo: $16/month Unlimited: $22/month Pro: $27/month VIP: $45/month Business Premiums ($USD) Business Basic: $27/month Business Unlimited:$32/month Business VIP: $59/month

Redtail CRM vs Wix

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons