Redtail CRM vs Salesforce Sales Cloud

crm comparison · Updated June 2026

Redtail CRM

crm · paid

Purpose-built CRM for financial advisors

$99/database/mo (15 users)Visit

Salesforce Sales Cloud

crm · paid

Enterprise CRM platform

$25-$330/user/moVisit

Quick Comparison

FeatureRedtail CRMSalesforce Sales Cloud
Categorycrmcrm
Pricing Modelpaidpaid
Price Range$99/database/mo (15 users)$25-$330/user/mo
Free Tier✗ No✗ No
Target MarketSMB / Mid-marketSMB / Mid-market
Affiliate Program✗ No✗ No

In-Depth Look

Redtail CRM

CRM designed specifically for financial advisors with workflow automation, document management, calendar integration, compliance archiving, and integrations with 130+ fintech providers. Used by 100,000+ financial professionals.

Visit Redtail CRM

Salesforce Sales Cloud

Industry-leading CRM with lead management, opportunity tracking, and forecasting.

Visit Salesforce Sales Cloud

The Bottom Line

Both Redtail CRM and Salesforce Sales Cloud are strong options in the crm space. Neither offers a free tier, so request demos from both to evaluate which fits your workflow.

Both are accessible to SMB and mid-market teams with transparent pricing.

The best choice depends on your team size, budget, and specific workflow requirements. We recommend trying Redtail CRM first, then evaluating Salesforce Sales Cloud if it doesn't meet your needs.

Redtail CRM

$99/database/mo (15 users)

Visit Redtail CRM

Salesforce Sales Cloud

$25-$330/user/mo

Visit Salesforce Sales Cloud