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Redtail CRM vs DealCloud Comparison (2026)
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HubSpot CRM
4.5
Salesforce Sales Cloud
4.4
Zoho CRM
4.3
Good recommendations?
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
DealCloud
5
15
4
3
3
2
2
1
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
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
DealCloud is a cloud-based, AI-powered deal and relationship management platform for financial and professional services firms.
- 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
85
5
4
3
2
1
38
25
17
2
3
- Value for money
- Ease of use
- Features
- Customer support
4.5
21
5
4
3
2
1
15
3
2
1
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Salimata Y.
Officer,Financial Center Assistant Manager
Jaimie E.
Marketing Director
Luke H.
Financial Advisor
Pros
Arden L.
Analyst
Cons
Salimata Y.
Officer,Financial Center Assistant Manager
Jaimie E.
Marketing Director
Salimata Y.
Officer,Financial Center Assistant Manager
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last reviewa year ago
- Vendor responds to reviews
- Last reviewa year ago
Key features
- Total features36
- "What If" Scenarios
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Planning
- Activity Tracking
- Activity/News Feed
- Ad hoc Reporting
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Assignment Management
- Audit Trail
- Benchmarking
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Logging
- Campaign Management
- Cash Management
- Client Management
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Competitive Analysis
- Compliance Tracking
- Contact Database
- Contact Management
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Dashboard
- Dashboard Creation
- Data Extraction
- Data Import/Export
- Data Integration
- Data Management
- Data Synchronization
- Data Visualization
- Document Management
- Document Storage
- Drag & Drop
- Dynamic Modeling
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Event Triggered Actions
- Exception Reporting
- Fee Management
- File Sharing
- Financial Analysis
- Financial Management
- For Financial Institutions
- For Insurance Industry
- For Investment Advisors
- For Investors & Traders
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- Forecasting
- Fund Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Interaction Tracking
- Investment Research
- Investments Tracking
- KPI Monitoring
- Kanban Board
- Key Performance Indicators
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- Marketing Automation
- Mobile Access
- Mobile App
- Monitoring
- Multi-Currency
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Predictive Analytics
- Progress Tracking
- Prospecting Tools
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Risk Management
- Role-Based Permissions
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scorecards
- Search/Filter
- Secure Data Storage
- Segmentation
- Self Service Data Preparation
- Source Tracking
- Statistical Analysis
- Strategic Planning
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Trend Analysis
- Trend/Problem Indicators
- Visual Analytics
- Web Forms
- Workflow Automation
- Workflow Management
- Total features134
- "What If" Scenarios
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Planning
- Activity Tracking
- Activity/News Feed
- Ad hoc Reporting
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Assignment Management
- Audit Trail
- Benchmarking
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Logging
- Campaign Management
- Cash Management
- Client Management
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Competitive Analysis
- Compliance Tracking
- Contact Database
- Contact Management
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Dashboard
- Dashboard Creation
- Data Extraction
- Data Import/Export
- Data Integration
- Data Management
- Data Synchronization
- Data Visualization
- Document Management
- Document Storage
- Drag & Drop
- Dynamic Modeling
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Event Triggered Actions
- Exception Reporting
- Fee Management
- File Sharing
- Financial Analysis
- Financial Management
- For Financial Institutions
- For Insurance Industry
- For Investment Advisors
- For Investors & Traders
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- Forecasting
- Fund Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Interaction Tracking
- Investment Research
- Investments Tracking
- KPI Monitoring
- Kanban Board
- Key Performance Indicators
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- Marketing Automation
- Mobile Access
- Mobile App
- Monitoring
- Multi-Currency
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Predictive Analytics
- Progress Tracking
- Prospecting Tools
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Risk Management
- Role-Based Permissions
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scorecards
- Search/Filter
- Secure Data Storage
- Segmentation
- Self Service Data Preparation
- Source Tracking
- Statistical Analysis
- Strategic Planning
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Trend Analysis
- Trend/Problem Indicators
- Visual Analytics
- Web Forms
- Workflow Automation
- Workflow Management
Integrations
- Total integrations1
- Microsoft Excel
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Word
- Nitrogen
- PitchBook
- Sourcescrub
- Total integrations6
- Microsoft Excel
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Word
- Nitrogen
- PitchBook
- Sourcescrub
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