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Redtail CRM vs Twenty
PriceCRM median $42
Published entry price$39+per user / month
Annual estimate10 people, entry price
Offer
No offer right now
No offer right now
Product
CRM purpose-built for financial advisors with compliance archiving, seminar management, and integrations with major custodians.
Twenty is an open-source CRM built as a modern alternative to Salesforce, providing contact management, pipeline tracking, and workflow automation.
Headquarters
Sacramento, California
San Francisco, California
Company size
51-200 employees
11-50 employees
Plan
Published entry price
Published rate
$39+ / user / month
Free options
Free trial
Free plan, Free trial
Source updated
Oct 29, 2026
Oct 29, 2026
Capabilities
Plan capabilities
Integrations
Buyer fit
Best for
Company size
Security and switching
Security reviews
Security and migration
Case studies and sources
Case studies
Customer evidence
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