App comparison
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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
Web-based CRM for financial professionals
Last updated: March 2026
Redtail CRM Alternatives & Competitors (2026)
Top 10 free alternatives
Less Annoying CRM
For small businesses outgrowing spreadsheets.
0.7
Value for money
Starting price
0.5
Functionality
Activity Tracking
5/5
API
5/5
Calendar Sync
5/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
Bigin by Zoho CRM
Pipeline-centric CRM system for small businesses
0.5
Value for money
Starting price
0.5
Functionality
API
4.8/5
Activity Dashboard
4.5/5
Access Controls/Permissions
4.4/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
EngageBay CRM
Integrated sales & marketing software for growing teams
0.5
Value for money
Starting price
0.6
Functionality
A/B Testing
5/5
Activity Tracking
5/5
Alerts/Notifications
4.8/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
Claritysoft CRM
User-friendly customer relationship management software
0.3
Value for money
Starting price
0.2
Functionality
Activity Dashboard
5/5
Calendar Management
5/5
Alerts/Notifications
4.7/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
HubSpot CRM
CRM and lead management solution
0.1
Value for money
Starting price
0.4
Functionality
Activity Tracking
4.6/5
Alerts/Notifications
4.5/5
Activity Dashboard
4.4/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
Zoho CRM
Customer relationship management solution
0.1
Value for money
Starting price
0.3
Functionality
Activity Dashboard
4.6/5
Access Controls/Permissions
4.5/5
Alerts/Notifications
4.4/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
HubSpot Sales Hub
Freemium email productivity & tracking for sales teams
Value for money
Starting price
0.4
Functionality
Activity Tracking
5/5
Automatic Call Distribution
5/5
Activity Dashboard
4.6/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
Bitrix24
All in one business management workspace
Value for money
Starting price
0.3
Functionality
Activity Tracking
4.4/5
Access Controls/Permissions
4.2/5
Accounting
4/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
Odoo
All-in-one open-source business software
0.1
Value for money
Starting price
0.2
Functionality
Activity Tracking
4.8/5
Accounting Integration
4.3/5
Activity Dashboard
4.2/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
Salesforce Sales Cloud
Cloud-based CRM and sales automation software
0.1
Value for money
Starting price
0.4
Functionality
AI/Machine Learning
4.9/5
Activity Tracking
4.6/5
Activity Dashboard
4.5/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
0.2
Value for money
Starting price
0.4
Functionality
Alerts/Notifications
4.6/5
Activity Tracking
4.5/5
Activity Dashboard
4.4/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
0.1
Value for money
Starting price
0.3
Functionality
Asset Lifecycle Management
4.5/5
Billing & Invoicing
4.5/5
Accounts Receivable
4.4/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
0.3
Value for money
Starting price
0.5
Functionality
Autoresponders
4.8/5
Activity Dashboard
4.8/5
Alerts/Notifications
4.7/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
0.2
Value for money
Starting price
0.3
Functionality
Activity Tracking
4.8/5
Access Controls/Permissions
4.3/5
Alerts/Notifications
4.3/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
0.1
Value for money
Starting price
0.5
Functionality
Activity Dashboard
4.6/5
A/B Testing
4.4/5
Alerts/Notifications
4.3/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
0.2
Value for money
Starting price
0.3
Functionality
Activity Tracking
4.7/5
Access Controls/Permissions
4.2/5
API
3.8/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
0.3
Value for money
Starting price
0.1
Functionality
Access Controls/Permissions
5/5
Appointment Scheduling
4.6/5
Alerts/Notifications
4.4/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
0.6
Value for money
Starting price
0.7
Functionality
Access Controls/Permissions
5/5
Calendar Management
5/5
Calendar/Reminder System
4.8/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
0.2
Value for money
Starting price
0.1
Functionality
Activity Dashboard
5/5
Alerts/Notifications
5/5
Calendar Management
5/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
0.5
Value for money
Starting price
0.8
Functionality
Access Controls/Permissions
5/5
API
5/5
Activity Tracking
4.9/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
