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Maximizer CRM vs Redtail CRM Comparison (2026)
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4.4
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4.5
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Good recommendations?
Maximizer CRM
5
132
4
161
3
48
2
14
1
11
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
Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.
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
4.1
366
5
4
3
2
1
132
161
48
14
11
- 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
Maggie M.
Administrative Assistant
Maggie M.
Administrative Assistant
Ian W.
Manager, Client Operations
Pros
Salimata Y.
Officer,Financial Center Assistant Manager
Jaimie E.
Marketing Director
Luke H.
Financial Advisor
Cons
Thomas P.
Administrative Assistant
Maggie M.
Administrative Assistant
James D.
Director
Cons
Salimata Y.
Officer,Financial Center Assistant Manager
Jaimie E.
Marketing Director
Salimata Y.
Officer,Financial Center Assistant Manager
- Vendor responds to reviews
- Last review2 years ago
- Vendor responds to reviews
- Last reviewa year ago
Key features
- Total features92
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Scheduling
- Asset Lifecycle Management
- Automated Routing
- Batch Processing
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Client Management
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customer Segmentation
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Security
- Data Visualization
- Document Management
- Document Storage
- Drag & Drop
- Email Alerts
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Event Triggered Actions
- For Financial Institutions
- For Insurance Industry
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Goal Management
- Goal Setting/Tracking
- Interaction Tracking
- Knowledge Base Management
- Knowledge Management
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Qualification
- Lead Segmentation
- Mobile Access
- Mobile App
- Monitoring
- Multi-Channel Communication
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Quotes/Estimates
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Source Tracking
- Support Ticket Management
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Third-Party Integrations
- Web Forms
- Workflow Automation
- Workflow Management
- Total features36
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Scheduling
- Asset Lifecycle Management
- Automated Routing
- Batch Processing
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Client Management
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customer Segmentation
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Security
- Data Visualization
- Document Management
- Document Storage
- Drag & Drop
- Email Alerts
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Event Triggered Actions
- For Financial Institutions
- For Insurance Industry
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Goal Management
- Goal Setting/Tracking
- Interaction Tracking
- Knowledge Base Management
- Knowledge Management
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Qualification
- Lead Segmentation
- Mobile Access
- Mobile App
- Monitoring
- Multi-Channel Communication
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Quotes/Estimates
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Source Tracking
- Support Ticket Management
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Third-Party Integrations
- Web Forms
- Workflow Automation
- Workflow Management
Integrations
- Total integrations15
- Constant Contact
- Eventbrite
- Gmail
- HubSpot CRM
- Microsoft Excel
- Microsoft Outlook
- Microsoft SharePoint
- Microsoft Word
- Nitrogen
- QuickBooks Online
- QuickBooks Online Advanced
- QuoteWerks
- SurveyMonkey
- Twilio
- Typeform
- Virbo Wondershare
- Zapier
- Total integrations2
- Constant Contact
- Eventbrite
- Gmail
- HubSpot CRM
- Microsoft Excel
- Microsoft Outlook
- Microsoft SharePoint
- Microsoft Word
- Nitrogen
- QuickBooks Online
- QuickBooks Online Advanced
- QuoteWerks
- SurveyMonkey
- Twilio
- Typeform
- Virbo Wondershare
- Zapier
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