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Redtail CRM vs Salesforce Financial Services Cloud
Short answer: Redtail CRM is best for advisors who want a widely used, advisor-specific crm; Salesforce Financial Services Cloud is best for larger firms that want a highly customizable platform. On price, Redtail CRM is From $39/user/mo (annual) and Salesforce Financial Services Cloud is From $325/user/mo (annual) (as of October 21, 2026). Book demos of both and test them on your real workflow.
| Redtail CRM | Salesforce Financial Services Cloud | |
|---|---|---|
| What it is | Long-standing advisor CRM, now part of Orion, with compliant texting, imaging and email archiving. | Salesforce's CRM and AI platform for financial services firms. |
| Best for | Advisors who want a widely used, advisor-specific CRM | Larger firms that want a highly customizable platform |
| Category | CRM & client follow-up | CRM & client follow-up |
| Free option | Free trial offered. | None listed |
| Starting price | From $39/user/mo (annual) | From $325/user/mo (annual) |
| Key capabilities |
|
|
| Skip it if | You want an all-in-one platform with portfolio reporting built in. | You're a small team that wants a CRM working out of the box. |
| Details | Redtail CRM overview | Salesforce Financial Services Cloud overview |
| Visit Redtail CRM Get a Redtail CRM demo | Visit Salesforce Financial Services Cloud Get a Salesforce Financial Services Cloud demo |
About Redtail CRM
Redtail offers CRM plus add-ons for compliant texting (Speak), document imaging and email archiving, and integrates with many advisor tools. Orion's website states Redtail has been an Orion company since 2022.
Check before choosing Redtail CRM
- Launch caps you at 5 users
- Texting and imaging require Growth
- Ask about Orion bundling if you use Orion
About Salesforce Financial Services Cloud
Salesforce's financial services offering combines CRM, data and AI for banks, insurers and wealth firms. It is powerful but typically requires implementation help.
Check before choosing Salesforce Financial Services Cloud
- Implementation partners add cost beyond license fees
- Pick Sales vs Service editions based on your use
- Plan for admin time to maintain customizations
Salesforce Financial Services Cloud review · Salesforce Financial Services Cloud pricing
FAQ
Redtail CRM vs Salesforce Financial Services Cloud: which is better for financial advisors?
Redtail CRM is best for advisors who want a widely used, advisor-specific crm; Salesforce Financial Services Cloud is best for larger firms that want a highly customizable platform. On price, Redtail CRM is From $39/user/mo (annual) and Salesforce Financial Services Cloud is From $325/user/mo (annual) (as of October 21, 2026). Book demos of both and test them on your real workflow.
What is the difference between Redtail CRM and Salesforce Financial Services Cloud?
Redtail CRM: Long-standing advisor CRM, now part of Orion, with compliant texting, imaging and email archiving. Salesforce Financial Services Cloud: Salesforce's CRM and AI platform for financial services firms.
Is Redtail CRM or Salesforce Financial Services Cloud cheaper?
On price, Redtail CRM is From $39/user/mo (annual) and Salesforce Financial Services Cloud is From $325/user/mo (annual) (as of October 21, 2026).