GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Our commitment
Independent research methodology
Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Verified user reviews
GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.
Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
How GetApp ensures transparency
GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.
HubSpot CRM vs Redtail CRM Comparison (2026)
Add to Compare
Compare similar apps
Salesforce Sales Cloud
4.4
Zoho CRM
4.3
Bigin by Zoho CRM
4.7
Good recommendations?
HubSpot CRM
4.5
(4.4K)5
2.7K
4
1.3K
3
241
2
50
1
37
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Redtail CRM
4.1
(85)5
38
4
25
3
17
2
2
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Deals move when your team has the right context at the right moment. HubSpot Smart CRM updates itself from your calls, emails, and meetings, so reps can follow up sooner, focus on the right deals, and spend more time winning them. Start free.
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
- 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
4.5
4.4K
5
4
3
2
1
2.7K
1.3K
241
50
37
- Value for money
- Ease of use
- Features
- Customer support
78%
would recommend this app4.1
85
5
4
3
2
1
38
25
17
2
3
- Value for money
- Ease of use
- Features
- Customer support
62%
would recommend this appPros
“I appreciated HubSpot's user-friendly design, powerful automation workflows, robust reporting, and seamless alignment between marketing and sales teams.”
CG
Christian G.
Marketing Operations Manager
“It makes it easy to manage contacts, companies, deals, and communication history, giving the entire team clear visibility into customer interactions and sales activities.”
Andrea L.
Innovation Manager
“I can see conversations, update contact details, manage deals, and set follow-up reminders without switching between different tools.”
Ankith T.
Software Developer
Pros
“I use Redtail CRM daily to manage client relationships in the financial sector — it helps me track communications, schedule follow-ups, and keep everything organized in one place.”
SY
Salimata Y.
Officer,Financial Center Assistant Manager
“Redtail CRM has been better out of the box than Sugar CRM but leaves a lot to be desired in terms of custom workflows and usability of the customer data profiles.”
JE
Jaimie E.
Marketing Director
“Overall, I find Redtail CRM spot‑on for everyday client handling and for lone advisers or tiny practices”
LH
Luke H.
Financial Advisor
Cons
“What followed was weeks of emails, transfers between Sales, Support, Billing, and Contract Management, repeated internal reviews, and ultimately a denial of our refund request.”
Jeff W.
Owner
“We strongly dispute HubSpot's characterization of what was represented during the sales process and have formally requested the sales call recordings and transcripts.”
Jeff W.
Owner
“The pricing structure is complex, and costs can escalate significantly as you add features, hubs, or users - making it difficult to predict what you'll actually end up paying.”
Krystal M.
People Operations
Cons
“A few of the more advanced features can take time to learn, and customer support can be slow to respond.”
SY
Salimata Y.
Officer,Financial Center Assistant Manager
“Calendar integration is a hassle and tech support is subpar.”
JE
Jaimie E.
Marketing Director
“Some parts of the interface feel a bit outdated.”
SY
Salimata Y.
Officer,Financial Center Assistant Manager
- Vendor responds to reviews
- Last review4 days ago
- Vendor responds to reviews
- Last reviewa year ago
Key features
- Total features137
- AI Copilot
- AI Text Generation
- API
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Alerts/Notifications
- Appointment Scheduling
- Audience Targeting
- Autonomous Task Execution
- Batch Processing
- Brand Tracking
- Breadth of Partner Applications
- Business Card/Badge Scanning
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Features
- Campaign Management
- Case Management
- Channel Management
- Client Management
- Collaboration Tools
- Commission Management
- Communication Management
- Contact Database
- Contact Management
- Contract/License Management
- Cross-system Integration
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Support Portal
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Data Import & Export Tools
- Data Import/Export
- Data Security
- Data Visualization
- Deal Management
- Decision Making
- Desktop Integration
- Document & Content Mgmt.
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Field Sales Management
- File Management
- For Financial Institutions
- For Insurance Industry
- For Mac Devices
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generative AI
- Interaction Tracking
- Internal Chat Integration
- Internationalization
- Knowledge Base
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Live Chat
- Marketing Automation
- Marketing ROI Analytics
- Mobile Access
- Mobile App
- Mobile User Support
- Monitoring
- Multi-Channel Communication
- Multi-Channel Social Integration
- Multi-step Planning
- Natural Language Interaction
- Opportunity & Pipeline Mgmt.
- Opportunity Management
- Output Document Generation
- Partner Relationship Mgmt. (PRM)
- Performance Metrics
- Performance and Reliability
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Proactive Assistance
- Product & Price List Management
- Proposal Generation
- Prospecting Tools
- Quote & Order Management
- Quotes/Estimates
- Real-Time Data
- Referral Tracking
- Reminders
- Reporting
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Sandbox / Test Environments
- Search/Filter
- Segmentation
- Sentiment Analysis
- Single Sign On
- Social Collaboration Features
- Social Media Integration
- Social Media Monitoring
- Social Network Integration
- Social Promotion
- Softphone
- Support Analytics
- Tagging
- Task Management
- Task Scheduling
- Template Management
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- User, Role, and Access Management
- Workflow Automation
- Workflow Capability
- Workflow Management
- Total features36
- AI Copilot
- AI Text Generation
- API
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Alerts/Notifications
- Appointment Scheduling
- Audience Targeting
- Autonomous Task Execution
- Batch Processing
- Brand Tracking
- Breadth of Partner Applications
- Business Card/Badge Scanning
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Features
- Campaign Management
- Case Management
- Channel Management
- Client Management
- Collaboration Tools
- Commission Management
- Communication Management
- Contact Database
- Contact Management
- Contract/License Management
- Cross-system Integration
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Support Portal
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Data Import & Export Tools
- Data Import/Export
- Data Security
- Data Visualization
- Deal Management
- Decision Making
- Desktop Integration
- Document & Content Mgmt.
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Field Sales Management
- File Management
- For Financial Institutions
- For Insurance Industry
- For Mac Devices
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generative AI
- Interaction Tracking
- Internal Chat Integration
- Internationalization
- Knowledge Base
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Live Chat
- Marketing Automation
- Marketing ROI Analytics
- Mobile Access
- Mobile App
- Mobile User Support
- Monitoring
- Multi-Channel Communication
- Multi-Channel Social Integration
- Multi-step Planning
- Natural Language Interaction
- Opportunity & Pipeline Mgmt.
- Opportunity Management
- Output Document Generation
- Partner Relationship Mgmt. (PRM)
- Performance Metrics
- Performance and Reliability
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Proactive Assistance
- Product & Price List Management
- Proposal Generation
- Prospecting Tools
- Quote & Order Management
- Quotes/Estimates
- Real-Time Data
- Referral Tracking
- Reminders
- Reporting
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Sandbox / Test Environments
- Search/Filter
- Segmentation
- Sentiment Analysis
- Single Sign On
- Social Collaboration Features
- Social Media Integration
- Social Media Monitoring
- Social Network Integration
- Social Promotion
- Softphone
- Support Analytics
- Tagging
- Task Management
- Task Scheduling
- Template Management
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- User, Role, and Access Management
- Workflow Automation
- Workflow Capability
- Workflow Management
Integrations
- Total integrations187
- 123FormBuilder
- AWeber
- Accelo
- Act!
- ActiveCampaign
- ActiveDEMAND
- AdRoll
- Aircall
- AllClients
- AnyMeeting
- Apollo.io
- Asana
- AskNicely
- Atomic AI
- Attribution
- Azuqua
- Bedrock Data
- Benchmark Email
- Bidsketch
- BigContacts
- Bitrix24
- Brevo
- BrightInfo
- Brightcove
- Calendly
- CallRail
- Campaign Monitor by Marigold
- Capsule
- Ceros
- Chargebee
- ChartMogul
- ClearVoice
- ClickUp
- ClientPoint
- Clio
- Coevera
- CompanyHub
- ConnectWise PSA
- Constant Contact
- Contactually
- Copper
- Creatio AI CRM
- Cyfe
- Dasheroo
- Databox
- Datanyze
- Direct Mail
- Dotdigital
- Drip
- Dropbox DocSend
- Dropbox Sign
- EZ Texting
- Ease.io
- Efficy CRM
- Emma by Marigold
- Eventbrite
- Formstack Forms
- FreshBooks
- Freshsales
- Front
- FullContact
- GTM Workspace - Powered by ZoomInfo
- GetResponse
- Getsitecontrol
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Forms
- Google Workspace
- Gravity Forms
- Help Scout
- Helply
- Highrise
- Hotjar
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Ignition
- Infer
- Instapage
- Invoca
- Jotform
- Justuno
- Keap
- Kissmetrics
- Kixie PowerCall & SMS
- Klips
- Kommo
- Kustomer
- LeadDyno
- LeadGnome
- LeadMaster
- LeadsBridge
- Less Annoying CRM
- LinkedIn for Business
- LiveChat
- LiveHelpNow
- Livespace
- Lucky Orange
- MailUp
- MailerLite
- Marketo Engage
- Membrain
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- MoData Suite
- Mojo Helpdesk
- Myphoner
- Netskope One Platform
- Nimble
- Nitrogen
- Olark
- OnceHub
- OnePageCRM
- Operations Hub
- Ortto
- Outreach
- PandaDoc
- Paycove
- PersistIQ
- PhoneWagon
- Pipedrive
- Pipeline CRM
- Podio
- Powtoon
- Privy
- Proposify
- Pure Chat
- QuickBooks Online
- QuickBooks Online Advanced
- Qwilr
- Recurly
- Referral Rock
- Robly
- SalesSeek
- Salesflare
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesmate
- Semrush
- SendGrid
- ServiceM8
- Shopify
- Skyvia
- Slack
- Slemma
- Smartling
- Stitch Labs
- Stripe Payments
- SurveyMonkey
- Taboola
- Teamgate
- Teamleader
- Teamwork Desk
- Teamwork.com
- Toky
- Trello
- Twilio
- Typeform
- Uberflip
- Unbounce
- Vidyard
- Vtiger CRM
- Wave
- Wishpond
- Wistia
- WooCommerce
- Woopra
- WordPress
- Workbooks
- WorkflowMax
- Workplace from Meta
- Wufoo
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Books
- Zoho CRM
- Zoho Invoice
- Zoom Workplace
- Zoomph
- dotloop
- noCRM
- weclapp
- Total integrations1
- 123FormBuilder
- AWeber
- Accelo
- Act!
- ActiveCampaign
- ActiveDEMAND
- AdRoll
- Aircall
- AllClients
- AnyMeeting
- Apollo.io
- Asana
- AskNicely
- Atomic AI
- Attribution
- Azuqua
- Bedrock Data
- Benchmark Email
- Bidsketch
- BigContacts
- Bitrix24
- Brevo
- BrightInfo
- Brightcove
- Calendly
- CallRail
- Campaign Monitor by Marigold
- Capsule
- Ceros
- Chargebee
- ChartMogul
- ClearVoice
- ClickUp
- ClientPoint
- Clio
- Coevera
- CompanyHub
- ConnectWise PSA
- Constant Contact
- Contactually
- Copper
- Creatio AI CRM
- Cyfe
- Dasheroo
- Databox
- Datanyze
- Direct Mail
- Dotdigital
- Drip
- Dropbox DocSend
- Dropbox Sign
- EZ Texting
- Ease.io
- Efficy CRM
- Emma by Marigold
- Eventbrite
- Formstack Forms
- FreshBooks
- Freshsales
- Front
- FullContact
- GTM Workspace - Powered by ZoomInfo
- GetResponse
- Getsitecontrol
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Forms
- Google Workspace
- Gravity Forms
- Help Scout
- Helply
- Highrise
- Hotjar
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Ignition
- Infer
- Instapage
- Invoca
- Jotform
- Justuno
- Keap
- Kissmetrics
- Kixie PowerCall & SMS
- Klips
- Kommo
- Kustomer
- LeadDyno
- LeadGnome
- LeadMaster
- LeadsBridge
- Less Annoying CRM
- LinkedIn for Business
- LiveChat
- LiveHelpNow
- Livespace
- Lucky Orange
- MailUp
- MailerLite
- Marketo Engage
- Membrain
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- MoData Suite
- Mojo Helpdesk
- Myphoner
- Netskope One Platform
- Nimble
- Nitrogen
- Olark
- OnceHub
- OnePageCRM
- Operations Hub
- Ortto
- Outreach
- PandaDoc
- Paycove
- PersistIQ
- PhoneWagon
- Pipedrive
- Pipeline CRM
- Podio
- Powtoon
- Privy
- Proposify
- Pure Chat
- QuickBooks Online
- QuickBooks Online Advanced
- Qwilr
- Recurly
- Referral Rock
- Robly
- SalesSeek
- Salesflare
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesmate
- Semrush
- SendGrid
- ServiceM8
- Shopify
- Skyvia
- Slack
- Slemma
- Smartling
- Stitch Labs
- Stripe Payments
- SurveyMonkey
- Taboola
- Teamgate
- Teamleader
- Teamwork Desk
- Teamwork.com
- Toky
- Trello
- Twilio
- Typeform
- Uberflip
- Unbounce
- Vidyard
- Vtiger CRM
- Wave
- Wishpond
- Wistia
- WooCommerce
- Woopra
- WordPress
- Workbooks
- WorkflowMax
- Workplace from Meta
- Wufoo
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Books
- Zoho CRM
- Zoho Invoice
- Zoom Workplace
- Zoomph
- dotloop
- noCRM
- weclapp
Alternatives
Explore similar apps
