Capsule vs Redtail crm Reviews & Pricing In 2025

Want to know if Capsule or Redtail crm is the better or cheaper CRM software?

We compare them below on over 150 different metrics to help you make the right decision.

Capsule vs Redtail crm Reviews

	Capsule	Redtail crm
Trustpilot Rating	4.6	No Rating
Number of Trustpilot Reviews	42	No Review
iPhone App Rating	4.6	4.6
Number of iPhone App Reviews	38	586
Android App Rating	3.9	3.5
Number of Android App Reviews	347	208

Sources

Capsule vs Redtail crm Pricing

	Capsule	Redtail crm
Free Plan	Yes	No
Free Plan Limits	Two users & 250 contacts	NA
Free Trial	Yes	Yes
Free Trial Length	14 day	30 day
Cheapest Plan Name	Starter	Launch
Cheapest Plan Cost Per Month	$38	Not Listed
Mid Priced Plan Name	Growth	NA
Mid Priced Plan Cost Per Month	$38	Not Listed
Top Plan Name	Ultimate	Growth
Top Plan Cost Per Month	$75	$59

Capsule vs Redtail crm Features

Capsule Starter vs Redtail crm Launch

Capsule Starter

Redtail crm Launch

Everything in Free
30,000 Contacts
1 Sales Pipeline
1 Project Board
50 Custom Fields
5 Email Templates
1 Shared Mailbox
10 AI Content Assists
Activity Reporting
Key integrations

Contact Management
Document Storage
Contact & Account-Level User Defined Fields
Multiple Methods for Client Segmentation
Account Management
Compliant Note Entry & Archiving
Activity, Custom Export, Mail Merge, & Note Templates
Shareable, Customizab·le Calendaring
Automated, Customizable Reports
Customizable Database Lists
Customizable E-mail Notifications & Dashboard Reminders
Sales Pipeline Tracker
Seminar/Event Management
Mobile App
Deep industry integrations
Complimentary Database Conversions
SSL Security
Teams
CIient Portal
Proposal Generation with New Account Opening
Stress Test Risk Score

Capsule Growth vs Redtail crm NA

Capsule Growth	Redtail crm NA
Everything in Starter 60,000 Contacts 5 Sales Pipelines 5 Project Boards 150 Custom Fields 50 Email Templates 3 Shared Mailboxes 1000 AI Content Assists Important Fields Workflow Automation Custom Activity Types Advanced Sales Reporting User Roles & Permissions	NA

Capsule Ultimate vs Redtail crm Growth

Capsule Ultimate

Redtail crm Growth

Everything in Advanced
240,000 Contacts
100 Sales Pipelines
100 Project Boards
Unlimited Custom Fields
1000 Email Templates
10 Shared Mailboxes
1000 AI Content Assists
Implementation Support
Import Assistance
Custom Training
Dedicated Account Manager
Ongoing Priority Support

Contact Management
Document Storage
Contact & Account-Level User-Defined Fields
Multiple Methods for Client Segmentation
Account Management
Compliant Note Entry & Archiving
Activity, Custom Export, Mail Merge, & Note Templates
Shareable, Customizab·le Calendaring
Automated, Customizable Reports
Customizable Database Lists
Customizable E-mail Notifications & Dashboard Reminders
Sales Pipeline Tracker
Seminar/Event Management
Mobile App
Deep industry integrations
Complimentary Database Conversions
SSL Security
Teams
Contact, Note & Opportunity Permissions
Automated Workflows
Suite Sync (Email, Calendar & Contact Syncing)
Automation
Automation, Email, & Workflow Templates
Bulk Emails
Compliant, Paperless Document Management
Bulk Upload & Download
Drag & Drop Files in Web App
Archive Section
Audit Trails
Create & Apply indexes to Label and Search Files
integrates with Redtail CRM
200 GB Storage
Compliant Texting/Chat Solutions
Automated, Searchable Archiving
institution-Level Searching
Send & Receive Attachments
AI A$sistant
Mobile App
Message Scheduling
Bulk Texting
Out-of-Office Qption
Unlimited Messages
Call Forwarding
CIient Portal
Orion PIanning
Proposal Generation with New Account Opening
Stress Test Risk Score
3D Risk Profile
Behavioral Finance Tools

Capsule vs Redtail crm Integrations

Capsule	Redtail crm
Transpond Xero Zapier FreshBooks Mailchimp Sage FreeAgent Microsoft Google QuickBooks	ReminderCall.com Levitate Referral Factory Formstack Documents OnceHub Intulse AdvisorStream ShareDocView Appointment Reminder HiddenLevers

* Please note that the list above may not be complete please check each company’s website for a complete list.

Other Included Features

	Capsule	Redtail crm
API	Yes	Yes
Outlook Integration	Yes	No
Gmail Integration	Yes	No
QuickBooks Integration	Yes	No
Shopify Integration	No	No
WordPress Integration	No	No
Mailchimp Integration	Yes	Yes
WhatsApp integration	No	No
Facebook Integration	No	No
LinkedIn Integration	No	No
Twitter/X Integration	No	No
Google Calendar Integration	Yes	No
Excel Integration	No	No
Office 365 Integration	No	No
Google Sheets Integration	No	No
Xero Integration	Yes	No
Notion Integration	No	No
Asana Integration	No	No
Trello Integration	No	No
Zapier Integration	Yes	Yes
Invoicing	No	No
Marketing Automation	Yes	No
Email Marketing	No	No
SMS & Text Messaging	No	Yes
Project Management	Yes	No
AI	Yes	Yes
Voip & Telephony Integration	No	No
Dialer	No	No
Contract Management	No	No
Inventory Management	No	No
Quoting	Yes	No
Drip Marketing	No	No
Customer Portal	No	Yes
Appointment Scheduling	Yes	Yes
Workflow Automation & Management	Yes	Yes
ERP	No	No
Order Management	No	No
Ticketing System	No	No
Call Recording	No	No
Call Tracking	Yes	No
Task Management	Yes	Yes
Paypal & Payment Processing	Yes	No
Document Management	Yes	Yes
Shared Inbox	Yes	No
Create Landing Pages	No	No
Chat Function	Yes	Yes
Website Builder	No	No
Help Desk	No	Yes
GPS Tracking	No	No
Loyalty Program	No	No
Cloud Storage	Yes	Yes
Document Storage	Yes	Yes
Mapping	No	No

Capsule vs Redtail crm Industry Specific CRM Solutions

The following comparison looks at whether or not Capsule or Redtail crm have dedicated landing pages explaining how their CRM software could be used for each industry.

	Capsule	Redtail crm
Accountants & Accounting Firms	Yes	No
Architects & Architecture Firms	Yes	No
Automotive Industry	No	No
Banks & Banking	No	No
Call Centers	No	No
Car & Auto Dealerships	Yes	No
Charity & Non-profit	No	No
Churches	No	No
Cleaners & Cleaning Businesses	No	No
Coaches	No	No
Consultants & Consulting Firms	Yes	No
Construction	Yes	No
Contractors	Yes	No
Co-working	No	No
Credit Unions	No	No
Customer Service	No	No
Dentists	No	No
Doctors	Yes	No
Ecommerce	No	No
Email Marketing	No	No
Electricians & Electrical Contractors	No	No
Engineers & Engineering Firms	No	No
Event Management	No	No
Field Service	No	No
Financial Advisors & Services	No	Yes
Freight Brokers & Forwarders	No	No
Government & Public Sector	No	No
Graphic Designers & Creatives	Yes	No
Gyms	No	No
Healthcare Providers	Yes	No
Hotels & Hospitality	Yes	No
HVAC	No	No
Insurance Agents	No	No
Investment Banking	Yes	No
Landscapers	No	No
Lawyers & Law Firms	Yes	No
Logistics	No	No
Manufacturing	Yes	No
Marketing	No	No
Mortgage Brokers & Loan Offices	No	No
Movers & Moving Companies	No	No
Museums	No	No
Personal Trainers	No	No
Photographers	Yes	No
Plumbers	No	No
Political Campaigns	No	No
Private Equity	Yes	No
Professional Services	Yes	No
Property Management	No	No
Real Estate	Yes	No
Recruiting & Recruitment Agencies	Yes	No
Restaurants	No	No
Retail	No	No mention of retail
Roofers & Roofing	No	No
SaaS	Yes	No
Schools	Yes	No
Senior Living	No	No
Solar Businesses	No	No
Sports Teams	No	No
Staffing Agencies	No	No
Telemarketing	No	No
Therapists	No	No
Tour Operators	Yes	No
Travel Agents	Yes	No
Universities, College & Higher Education	No	No
Web Designers	No	No
Wholesalers & Distributors	Yes	No

Capsule vs Redtail crm Pros & Cons

Capsule Pros Available free plan Integrates well with Google Workspace and Microsoft 365 Sales pipeline dashboard is very crisp and clear	Redtail crm Pros Comprehensive Solution for Organizing Client Data Designed for financial services industry Email archiving
Capsule Cons Lack of user permissions Suited to companies managing recurring agreements Need to dig deep to find some of the functionality	Redtail crm Cons The interface could be more intuitive More robust mobile app Limited Integration Options

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