---
description: Compare Redtail CRM vs Wealthbox. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Redtail CRM vs Wealthbox Comparison - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Redtail CRM \<span\>vs\</span\> Wealthbox](https://www.capterra.ca/compare/121349/175666/redtail-crm/vs/wealthbox)

# Compare Redtail CRM vs Wealthbox

Canonical: https://www.capterra.ca/compare/121349/175666/redtail-crm/vs/wealthbox

> Detailed comparison between Redtail CRM and Wealthbox. Check ratings, reviews, pricing, and features to make the best decision for your business.

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## At a Glance

| Metric | Redtail CRM | Wealthbox |
| **Overall rating** | 4.1/5 | 4.7/5 |
| **Total Reviews** | 85 | 145 |
| **Starting Price** | US$39.00 | US$59.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base Software |
| **Training Software** | In Person, Live Online, Webinars, Documentation, Videos | Live Online, Webinars, Documentation, Videos |

## Best for

### Redtail CRM

CRM solution which assists businesses of all sizes with client data management, workflows, email marketing and data exports.

### Wealthbox

Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes.

## Key features

### Redtail CRM

- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM Software
- Calendar Management
- Client Management
- Collaboration Tools
- Contact Management Software
- Customer Database
- Customizable Reports
- Document Management Software
- Email Management Software
- Email Marketing Software
- Interaction Tracking
- Lead Management Software
- Pipeline Management
- Reporting & Statistics
- Search/Filter
- Task Management Software
- Workflow Management Software

### Wealthbox

- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM Software
- Calendar Management
- Client Management
- Collaboration Tools
- Contact Management Software
- Customer Database
- Customizable Reports
- Document Management Software
- Email Management Software
- Email Marketing Software
- Interaction Tracking
- Lead Management Software
- Pipeline Management
- Reporting & Statistics
- Search/Filter
- Task Management Software
- Workflow Management Software

## Links

- [View Redtail CRM Profile](https://www.capterra.ca/software/121349/redtail-crm)
- [View Wealthbox Profile](https://www.capterra.ca/software/175666/wealthbox)
- [View Original Comparison](https://www.capterra.ca/compare/121349/175666/redtail-crm/vs/wealthbox)

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