App comparison

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Redtail CRM Logo

Redtail CRM

4.1
(76)

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Web-based CRM for financial professionals

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(1)

Redtail CRM Alternatives & Competitors

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Integrated with


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Company size


GoldMine Premium Edition logo

GoldMine Premium Edition

3.6
(167)

Manage contacts with GoldMine CRM

Pricing

Starting from

$1,992

Value for money

GoldMine Premium Edition logo
3.4

0.8

Redtail CRM logo
4.2

What users say about GoldMine Premium Edition's value for money

Old, slow, inefficient, outdated, poorly designed, totally unsupported, absolutely without any merits at all.
Finding emails is very hard - the search function is desperately slow; Lack of predictive fields - it's much easier to use Outlook, for example; difficulty when using remotely; it's ugly.
Practifi logo

Practifi

(0)

The single, unified workplace for your advisory firm.

Features

Total

Practifi logo
Redtail CRM logo

27

50

31

features in common

27

features in common

Practifi logo

Practifi user ratings

Functionality

Unique features

  • Template Management

    N/A

  • API

    N/A

  • Team Assignments

    N/A

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Categories in common

Vtiger CRM logo

Vtiger CRM

4.3
(324)

All-in-one CRM for small businesses

Features

Total

Vtiger CRM logo
Redtail CRM logo

22

93

31

features in common

22

features in common

Vtiger CRM logo

Vtiger CRM user ratings

Functionality

4.2
(324)

Top features

  • Data Import/Export

    5.0

  • Email Marketing

    5.0

  • Customer Database

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$42/month

Value for money

Vtiger CRM logo
4.5

0.3

Redtail CRM logo
4.2

What users say about Vtiger CRM's value for money

This Software has the nice capabilities of assigning the workflow and also to know the status of the work. Search tool has the good performance enhancements.
The best part of the software is when I can add opportunities for my clients revenue for my future projects. It helps me to understand and work easily for my future revenue.

Categories in common

Prophet CRM logo

Prophet CRM

4.1
(133)

CRM Software in Outlook

Features

Total

Prophet CRM logo
Redtail CRM logo

9

19

31

features in common

9

features in common

Prophet CRM logo

Prophet CRM user ratings

Functionality

3.9
(133)

Top features

  • Contact Database

    4.2

  • Shared Contacts

    4.2

  • Search/Filter

    4.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$25/month

Value for money

Prophet CRM logo
4.2
Redtail CRM logo
4.2

What users say about Prophet CRM's value for money

What i like the best about Prophet CRM is that it is very user friendly and its customer service is always there to help us.
Plus the ability to add Outlook tasks directly from the user opportunities I am entering is fantastic to remind me of future times to reach back out.
Nutshell logo

Nutshell

4.2
(375)

CRM and email marketing that helps your business grow.

Features

Total

Nutshell logo
Redtail CRM logo

26

88

31

features in common

26

features in common

Nutshell logo

Nutshell user ratings

Functionality

3.9
(375)

Top features

  • CRM

    5.0

  • Data Import/Export

    5.0

  • Customer Database

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$27/month

Value for money

Nutshell logo
4.3

0.1

Redtail CRM logo
4.2

What users say about Nutshell's value for money

Ease of use, easy integration, great customer support, easy to learn and solid documentation, and many more.
I hate the way the tagging system works. I hate the data import/export process is over complicated.
Keap logo

Keap

4.1
(1.1K)

An all-in-one CRM, sales and marketing automation software

Features

Total

Keap logo
Redtail CRM logo

27

145

31

features in common

27

features in common

Keap logo

Keap user ratings

Functionality

4.1
(1.1K)

Top features

  • Campaign Analytics

    5.0

  • Campaign Planning

    5.0

  • Multi-Campaign

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$129/month

Value for money

Keap logo
3.8

0.4

Redtail CRM logo
4.2

What users say about Keap's value for money

The interface is clean and easy to use. On first impressions it looked like the re-brand from InfusionSoft was a move good to keep things more simple.
I love this product, it is the best when you get advanced marketing experience and a big mail list, you can really do magic with it with the advanced action based segmentation.
Salesforce Sales Cloud logo

Salesforce Sales Cloud

4.4
(17.5K)

Cloud-based CRM & Sales Automation

Features

Total

Salesforce Sales Cloud logo
Redtail CRM logo

29

207

31

features in common

29

features in common

Salesforce Sales Cloud logo

Salesforce Sales Cloud user ratings

Functionality

4.4
(17.5K)

Top features

  • Purchase Order Management

    5.0

  • Source Tracking

    5.0

  • Drag & Drop

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Value for money

Salesforce Sales Cloud logo
4.0

0.2

Redtail CRM logo
4.2

What users say about Salesforce Sales Cloud's value for money

Helping to bring the business up to date with a system that is modern and innovative. It is user friendly and easy to add new functionalities to it according to the business needs.
Terrible experience I wouldn't recommend to even our biggest competitor, Salesforce is totally unintuitive and with very bad UX. Expensive, hard to use and hard to manage.
Capsule logo

Capsule

4.5
(150)

Take care of your customers and sales opportunities

Features

Total

Capsule logo
Redtail CRM logo

29

97

31

features in common

29

features in common

Capsule logo

Capsule user ratings

Functionality

4.3
(150)

Top features

  • Data Import/Export

    5.0

  • Prospecting Tools

    5.0

  • Pipeline Management

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$18/month

Value for money

Capsule logo
4.6

0.4

Redtail CRM logo
4.2

What users say about Capsule's value for money

This software is very easy to use, and we have had great success with using it to communicate internally to better serve our clients.
What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run.
Freshsales logo

Freshsales

4.5
(562)

Sales management solution

Features

Total

Freshsales logo
Redtail CRM logo

29

156

31

features in common

29

features in common

Freshsales logo

Freshsales user ratings

Functionality

4.4
(562)

Top features

  • Sales Activity Management

    5.0

  • Third Party Integrations

    5.0

  • Territory Management

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$15/month

Value for money

Freshsales logo
4.5

0.3

Redtail CRM logo
4.2

What users say about Freshsales' value for money

It is pretty easy to use. The ability to set up sales sequencing was nice and pretty easy to do.
Easy set up, intuitive interface, good gmail integration, decent price. I once called them for help on a saturday and someone answered and was very helpful.
GreenRope logo

GreenRope

4.3
(152)

Complete CRM for sales, marketing, and operations

Features

Total

GreenRope logo
Redtail CRM logo

18

74

31

features in common

18

features in common

GreenRope logo

GreenRope user ratings

Functionality

4.2
(152)

Top features

  • Data Import/Export

    5.0

  • Contact Database

    5.0

  • Social Marketing

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$99/month

Value for money

GreenRope logo
4.4

0.2

Redtail CRM logo
4.2

What users say about GreenRope's value for money

HATE HATE HATE that spell check is not on as a default in the email settings. HATE that when you use autofill for one category it changes all the categories.
A great communication tool for small business. The opportunity to be able to reach prospects in an quickly and timely manner is beyond impressive.
Zendesk Sell logo

Zendesk Sell

4.3
(145)

All-in-one sales platform for sales teams.

Features

Total

Zendesk Sell logo
Redtail CRM logo

27

109

31

features in common

27

features in common

Zendesk Sell logo

Zendesk Sell user ratings

Functionality

4.0
(145)

Top features

  • CRM

    5.0

  • Website Integration

    5.0

  • Territory Management

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$19/month

Value for money

Zendesk Sell logo
4.1

0.1

Redtail CRM logo
4.2

What users say about Zendesk Sell's value for money

Zendesk has the worst customer service, which is crazy because they are a customer service platform. Not many third-party integrations.
If you are already a Zendesk user, then I definitely recommend choosing Zendesk Sell as a way to expand reach and get higher quality leads. As with Zendesk, I love the simplicity of the program.
Less Annoying CRM logo

Less Annoying CRM

4.8
(515)

A simple CRM built just for small businesses

Features

Total

Less Annoying CRM logo
Redtail CRM logo

17

61

31

features in common

17

features in common

Less Annoying CRM logo

Less Annoying CRM user ratings

Functionality

4.5
(515)

Top features

  • Web-based Deployment

    5.0

  • Opportunity Management

    5.0

  • Commission Management

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$15/month

Value for money

Less Annoying CRM logo
4.9

0.7

Redtail CRM logo
4.2

What users say about Less Annoying CRM's value for money

I have created some awesome systems for tracking referrals and testimonials thanks to their suggestions.
The best feature is that the customer service is as advertised, this company really does help. They also understand our industry which helps in the transition to and use of the product.
HubSpot CRM logo

HubSpot CRM

4.5
(3.6K)

Everything you need to sell in one integrated suite

Features

Total

HubSpot CRM logo
Redtail CRM logo

28

95

31

features in common

28

features in common

HubSpot CRM logo

HubSpot CRM user ratings

Functionality

4.3
(3.6K)

Top features

  • Relationship Tracking

    5.0

  • Real Time Notifications

    5.0

  • Opportunity Management

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$0

Value for money

HubSpot CRM logo
4.3

0.1

Redtail CRM logo
4.2

What users say about HubSpot CRM's value for money

The comprehensive database, the intuitive tools, the ease of deployment - all of these are appreciated about this product.
It is popular and used by a few other businesses that we know, so we considered it and the functionality is good.
Copper logo

Copper

4.4
(564)

The CRM designed for Google Workspace

Features

Total

Copper logo
Redtail CRM logo

28

107

31

features in common

28

features in common

Copper logo

Copper user ratings

Functionality

4.1
(564)

Top features

  • Data Visualization

    5.0

  • Scheduling

    5.0

  • Opportunity Management

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$29/month

Value for money

Copper logo
4.1

0.1

Redtail CRM logo
4.2

What users say about Copper's value for money

Worse, the feature is getting worse over time, which points to an out-of-control development process. For a more complete exploration, check this thread.
Best thing about it is the seamless integration with Gmail and the plugin that it provides within the email. Really like their training / help centre.
Zoho CRM logo

Zoho CRM

4.3
(6.1K)

CRM software that helps you sell smarter, better, faster.

Features

Total

Zoho CRM logo
Redtail CRM logo

31

207

31

features in common

31

features in common

Zoho CRM logo

Zoho CRM user ratings

Functionality

4.2
(6.1K)

Top features

  • Real Time Notifications

    5.0

  • Email Alerts

    5.0

  • Wiki

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$20/month

Value for money

Zoho CRM logo
4.3

0.1

Redtail CRM logo
4.2

What users say about Zoho CRM's value for money

The workflow piece is awful and not intuitive at all. Where all other platforms use actual workflows, Zoho is stuck in the 18th century in its interface.
You can build incredibly amazing customer relationship with the most popular and favorite Zoho CRM Software. You can convert extra leads and you can easily increase your revenue.
Bitrix24 logo

Bitrix24

4.1
(626)

100% free CRM, collaboration, and communication tool suite

Features

Total

Bitrix24 logo
Redtail CRM logo

27

403

31

features in common

27

features in common

Bitrix24 logo

Bitrix24 user ratings

Functionality

4.2
(626)

Top features

  • Pipeline Management

    5.0

  • Client Database

    5.0

  • Financial Management

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$61/month

Value for money

Bitrix24 logo
4.2
Redtail CRM logo
4.2

What users say about Bitrix24's value for money

Great features as a CRM software and phone system. The reports that can be pulled are helpful to analyze the success of your sales/program.
Etremely lacking as a CRM, reporting is terrible, customizations are so basic, and customer support is the worst I have ever seen. Even with the premium versions.
GatherContent logo

GatherContent

4.2
(17)

The Content Operations Platform

Features

Total

GatherContent logo
Redtail CRM logo

3

15

31

features in common

3

features in common

GatherContent logo

GatherContent user ratings

Functionality

4.1
(17)

Unique features

  • Project Management

    N/A

  • API

    N/A

  • Collaboration Tools

    N/A

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$99/month

Value for money

GatherContent logo
4.2
Redtail CRM logo
4.2

What users say about GatherContent's value for money

GatherContent helps me organize my content for clients and deliver to them for review and approval rather seamlessly.
You miss the holistic picture when content is broken down to its core components and it's hard to know whether the content works as a whole.

Categories in common

Flight Commerce logo

Flight Commerce

4.5
(24)

Cloud-native enterprise multi-channel software.

Features

Total

Flight Commerce logo
Redtail CRM logo

12

54

31

features in common

12

features in common

Flight Commerce logo

Flight Commerce user ratings

Functionality

4.6
(24)

Top features

  • Sales Reports

    5.0

  • Order Management

    5.0

  • Social Media Integration

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$2,500/month

Value for money

Flight Commerce logo
4.7

0.5

Redtail CRM logo
4.2

What users say about Flight Commerce's value for money

We eventually made the switch to IDSTC and are so glad that we did. Not only is their staff extremely helpful, their customer support is outstanding, and their product is world-class.
The executive was a joy to work with in their sales dept. And, their support staff is friendly, responsive and would reply in a courteous and professional manner.

Categories in common

Smartwaiver logo

Smartwaiver

4.7
(26)

Online digital smart waiver solution & kiosk app

Features

Total

Smartwaiver logo
Redtail CRM logo

9

39

31

features in common

9

features in common

Smartwaiver logo

Smartwaiver user ratings

Functionality

4.7
(26)

Top features

  • Electronic Signature

    5.0

  • Document Storage

    5.0

  • Online Signing

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Value for money

Smartwaiver logo
4.8

0.6

Redtail CRM logo
4.2

What users say about Smartwaiver's value for money

Easy to use, great customer service, excellent price, easy to setup. Great record keeping as well.
Smartwaiver has numerous useful features, most important being their comprehensive form setup that allow you to setup a simple online form to collect permission forms & signatures.

Categories in common

Law Ruler Software logo

Law Ruler Software

4.8
(40)

Legal Practice Management & Intake Software - Powered by AI

Features

Total

Law Ruler Software logo
Redtail CRM logo

22

63

31

features in common

22

features in common

Law Ruler Software logo

Law Ruler Software user ratings

Functionality

4.7
(40)

Top features

  • Lead Management

    5.0

  • Lead Qualification

    5.0

  • Lead Generation

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$169/month

Value for money

Law Ruler Software logo
4.7

0.5

Redtail CRM logo
4.2

What users say about Law Ruler Software's value for money

Excellent product for managing intakes and securing the client with ease- the cost is minimal for the ability to increase client conversion.
The customer service is hands down the best in the legal industry. Hillel Charm, my account manager, spent hours with me setting up my customized intakes and e-sign documents.

Categories in common

Titan CMS logo

Titan CMS

4.4
(18)

Cloud-based enterprise content management system

Features

Total

Titan CMS logo
Redtail CRM logo

3

36

31

features in common

3

features in common

Titan CMS logo

Titan CMS user ratings

Functionality

4.7
(18)

Top features

  • Single Sign On

    5.0

  • Search/Filter

    5.0

  • Full Text Search

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Pricing

Starting from

$3,500

Value for money

Titan CMS logo
4.8

0.6

Redtail CRM logo
4.2

What users say about Titan CMS's value for money

They encourage customer feedback and input to determine new features or enhancements. I have a dedicated support team that is very responsive to requests.
Our overall experience has been great. Titan gives us the opportunity to create, if not exactly what our clients are looking for, we at least have the flexibility to get close to their vision.

Categories in common

Centrex logo

Centrex

4.9
(8)

Cloud-based CRM software for finance sector

Features

Total

Centrex logo
Redtail CRM logo

24

85

31

features in common

24

features in common

Centrex logo

Centrex user ratings

Functionality

4.8
(8)

Top features

  • Email Marketing

    5.0

  • Workflow Management

    5.0

  • Lead Management

    5.0

Redtail CRM logo

Redtail CRM user ratings

Functionality

3.9
(76)

Top features

  • Contact Database

    4.8

  • Document Storage

    4.8

  • Contact Management

    4.5

Categories in common

Liine logo

Liine

4.9
(79)

AI-powered New Patient Revenue Platform

Features

Total

Liine logo
Redtail CRM logo

24

134

31

features in common

24

features in common

Liine logo

Liine user ratings

Functionality

4.7
(79)

Top features

  • Lead Capture

    5.0

  • Lead Qualification

    5.0