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: August 2026
Redtail CRM Alternatives & Competitors (2026)
Top 6 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
The easiest small business CRM, now enhanced with AI.
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
Creatio CRM
AI CRM where people and AI agents work together.
0.4
Value for money
Starting price
0.7
Functionality
Access Controls/Permissions
5/5
Activity/News Feed
4/5
A/B Testing
N/A
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
monday CRM
Customer relationship management solution
0.3
Value for money
Starting price
0.5
Functionality
API
4.8/5
Activity Dashboard
4.6/5
Activity Tracking
4.5/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
Daylite for Mac
All-in-One Business App for Service-Based Firms.
0.2
Value for money
Starting price
0.5
Functionality
Business Process Automation
5/5
Calendar Management
4.7/5
Calendar/Reminder System
4.6/5
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
4.4/5
Alerts/Escalation
4.4/5
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
Batch Processing
5/5
Activity Tracking
4.6/5
Alerts/Notifications
4.5/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
monday.com AI Work Platform
Project management software
0.1
Value for money
Starting price
0.5
Functionality
Accounting
5/5
360 Degree Feedback
4.8/5
Advertising Management
4.8/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
Bitrix24
Cloud & on-premises workspace for all business sizes
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
Copper
The CRM designed for Google Workspace
0.1
Value for money
Starting price
0.1
Functionality
Activity Tracking
5/5
Alerts/Notifications
4.6/5
Calendar/Reminder System
4.4/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
Sage Intacct
Best-in-class Cloud ERP for Finance
0.2
Value for money
No pricing info
Starting price
0.2
Functionality
Activity Tracking
5/5
Accounting
4.6/5
Accounting Integration
4.4/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
NetSuite
AI-powered cloud-based business management suite
0.3
Value for money
No pricing info
Starting price
0.2
Functionality
Accounting Integration
4.7/5
Accounts Payable
4.5/5
Activity Tracking
4.4/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
Maximizer CRM
Customer relationship and lead management solution
0.4
Value for money
Starting price
0.1
Functionality
Activity Tracking
5/5
Alerts/Notifications
5/5
Activity Dashboard
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
0.2
Functionality
Activity Tracking
4.6/5
Contact Database
4.6/5
Calendar Sync
4.5/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
0.4
Value for money
Starting price
0.1
Functionality
Activity Dashboard
4.5/5
Appointment Management
4.3/5
Activity Tracking
4/5
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
0.2
Value for money
Starting price
0.4
Functionality
Access Controls/Permissions
5/5
Activity Tracking
5/5
Appointment Scheduling
5/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
Value for money
No pricing info
Starting price
0.1
Functionality
Access Controls/Permissions
N/A
Accounting
N/A
Activity/News Feed
N/A
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
0.8
Value for money
Starting price
1.0
Functionality
Access Controls/Permissions
N/A
Accounting
N/A
Accounts Payable
N/A
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
