GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Our commitment
Independent research methodology
Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Verified user reviews
GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.
Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
How GetApp ensures transparency
GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.
Less Annoying CRM vs Redtail CRM Comparison (2026)
Add to Compare
Compare similar apps
Bigin by Zoho CRM
4.7
HubSpot CRM
4.5
Zoho CRM
4.3
Good recommendations?
Less Annoying CRM
5
556
4
87
3
12
2
1
1
4
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Redtail CRM
5
38
4
25
3
17
2
2
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.
Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.8
660
5
4
3
2
1
556
87
12
1
4
- Value for money
- Ease of use
- Features
- Customer support
4.1
85
5
4
3
2
1
38
25
17
2
3
- Value for money
- Ease of use
- Features
- Customer support
Pros
Stacy C.
Executive Recruiter
Ty K.
Commercial Mortgage Broker
Lisa P.
Realtor
Pros
Salimata Y.
Officer,Financial Center Assistant Manager
Jaimie E.
Marketing Director
Luke H.
Financial Advisor
Cons
Not enoughreviews yet
Cons
Salimata Y.
Officer,Financial Center Assistant Manager
Jaimie E.
Marketing Director
Salimata Y.
Officer,Financial Center Assistant Manager
- Vendor responds to reviews
- Last review17 days ago
- Vendor responds to reviews
- Last reviewa year ago
Key features
- Total features96
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Alerts/Notifications
- Appointment Scheduling
- Assignment Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Channel Management
- Client Management
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Contact Database
- Contact Management
- Contract/License Management
- Convert to PDF
- Customer Database
- Customer Journey Mapping
- Customer Segmentation
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Capture and Transfer
- Data Import/Export
- Data Management
- Data Security
- Data Synchronization
- Deal Management
- Document Management
- Document Storage
- Drag & Drop
- Electronic Signature
- Email Management
- Email Marketing
- Email Tracking
- Event Triggered Actions
- Field Sales Management
- File Sharing
- For Financial Institutions
- For Insurance Industry
- For Mac Devices
- For Real Estate
- For Small Businesses
- For Startups
- For iPad Devices
- Forms Creation & Design
- Forms Management
- Interaction Tracking
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- List Management
- Mobile Access
- Mobile App
- Opportunity Management
- Performance Management
- Pipeline Management
- Pipeline Reports
- Prioritization
- Product Catalog
- Prospecting Tools
- Real-Time Data
- Real-Time Notifications
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Activity Management
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Shared Contacts
- Single Sign On
- Source Tracking
- Surveys & Feedback
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Third-Party Integrations
- Web Forms
- Web-based Deployment
- Workflow Automation
- Workflow Management
- Total features36
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Alerts/Notifications
- Appointment Scheduling
- Assignment Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Channel Management
- Client Management
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Contact Database
- Contact Management
- Contract/License Management
- Convert to PDF
- Customer Database
- Customer Journey Mapping
- Customer Segmentation
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Capture and Transfer
- Data Import/Export
- Data Management
- Data Security
- Data Synchronization
- Deal Management
- Document Management
- Document Storage
- Drag & Drop
- Electronic Signature
- Email Management
- Email Marketing
- Email Tracking
- Event Triggered Actions
- Field Sales Management
- File Sharing
- For Financial Institutions
- For Insurance Industry
- For Mac Devices
- For Real Estate
- For Small Businesses
- For Startups
- For iPad Devices
- Forms Creation & Design
- Forms Management
- Interaction Tracking
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- List Management
- Mobile Access
- Mobile App
- Opportunity Management
- Performance Management
- Pipeline Management
- Pipeline Reports
- Prioritization
- Product Catalog
- Prospecting Tools
- Real-Time Data
- Real-Time Notifications
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Activity Management
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Shared Contacts
- Single Sign On
- Source Tracking
- Surveys & Feedback
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Third-Party Integrations
- Web Forms
- Web-based Deployment
- Workflow Automation
- Workflow Management
Integrations
- Total integrations13
- Badger Maps
- Calendly
- CallHippo
- CrankWheel
- Google Calendar
- Google Contacts
- Google Forms
- Intulse
- JustCall
- LeadsBridge
- Microsoft Outlook
- Nitrogen
- Nusii
- Zapier
- Total integrations1
- Badger Maps
- Calendly
- CallHippo
- CrankWheel
- Google Calendar
- Google Contacts
- Google Forms
- Intulse
- JustCall
- LeadsBridge
- Microsoft Outlook
- Nitrogen
- Nusii
- Zapier
Alternatives
Explore similar apps
