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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: October 2026
Redtail CRM Alternatives & Competitors (2026)
Top 6 free alternatives
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Functionality
Activity Tracking
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Alerts/Notifications
4.5/5
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Contact Management
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Collaboration Tools
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Value for money
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0.2
Functionality
Activity Tracking
4.6/5
Contact Database
4.6/5
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4.5/5
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Collaboration Tools
4.5/5
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Value for money
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Functionality
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4.3/5
Activity Tracking
4/5
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Collaboration Tools
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Value for money
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0.3
Functionality
Activity Tracking
4.4/5
Access Controls/Permissions
4.2/5
Accounting
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Contact Management
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Collaboration Tools
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0.2
Value for money
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0.3
Functionality
Activity Tracking
4.8/5
Access Controls/Permissions
4.3/5
API
3.8/5
Top Features
Contact Database
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Contact Management
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Collaboration Tools
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0.5
Value for money
Starting price
0.5
Functionality
API
4.8/5
Activity Dashboard
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Access Controls/Permissions
4.4/5
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Contact Management
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Collaboration Tools
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Value for money
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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
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
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
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Value for money
Starting price
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Functionality
API
4.8/5
Activity Dashboard
4.6/5
Activity Tracking
4.5/5
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Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
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0.4
Value for money
Starting price
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Functionality
Activity Tracking
5/5
Alerts/Notifications
5/5
Activity Dashboard
4/5
Top Features
Contact Database
4.7/5
Contact Management
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Collaboration Tools
4.5/5
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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
0.4
Value for money
No pricing info
Starting price
0.5
Functionality
API
5/5
Audit Management
5/5
Archiving & Retention
4.8/5
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
0.4
Value for money
Starting price
0.6
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
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
Cloud-based CRM software for financial services institutions
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Value for money
Starting price
0.5
Functionality
Accounting
5/5
Activity Dashboard
5/5
Access Controls/Permissions
N/A
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
0.8
Value for money
No pricing info
Starting price
1.0
Functionality
Access Controls/Permissions
N/A
Accounting
N/A
Accounting Integration
N/A
Top Features
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
