ClickUp vs Redtail crm Reviews & Pricing In 2025

Want to know if ClickUp 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.

ClickUp vs Redtail crm Reviews

	ClickUp	Redtail crm
Trustpilot Rating	3.2	No Rating
Number of Trustpilot Reviews	273	No Review
iPhone App Rating	4.6	4.6
Number of iPhone App Reviews	4,200	586
Android App Rating	3.2	3.5
Number of Android App Reviews	12,700	208

Sources

ClickUp vs Redtail crm Pricing

	ClickUp	Redtail crm
Free Plan	Yes	No
Free Plan Limits	For personal use	NA
Free Trial	No	Yes
Free Trial Length	NA	30 day
Cheapest Plan Name	Unlimited	Launch
Cheapest Plan Cost Per Month	$19	Not Listed
Mid Priced Plan Name	Business	NA
Mid Priced Plan Cost Per Month	$19	Not Listed
Top Plan Name	Enterprise	Growth
Top Plan Cost Per Month	Not Listed	$59

ClickUp vs Redtail crm Features

ClickUp Unlimited vs Redtail crm Launch

ClickUp Unlimited

Redtail crm Launch

Unlimited Tasks
Unlimited Free Plan Members
Two-Factor Authentication
Collaborative Docs
Whiteboards
Everything View
Real-Time Chat
Kanban Boards
Sprint Management
Calendar View
Custom Field Manager Basic
In-App Video Recording
24/7 Support
Unlimited Storage
Unlimited Integrations
Unlimited Dashboards
Guests with Permissions
Unlimited Gantt Charts
Unlimited Custom Fields
Column Calculations
Email in ClickUp
Teams (User Groups)
Native Time Tracking
Goals & Portfolios
Form View
Resource Management
Agile Reporting
AI Compatible

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

ClickUp Business vs Redtail crm NA

ClickUp Business

Redtail crm NA

Unlimited Tasks
Unlimited Free Plan Members
Two-Factor Authentication
Collaborative Docs
Whiteboards
Everything View
Real-Time Chat
Kanban Boards
Sprint Management
Calendar View
Custom Field Manager Basic
In-App Video Recording
24/7 Support
Unlimited Storage
Unlimited Integrations
Unlimited Dashboards
Guests with Permissions
Unlimited Gantt Charts
Unlimited Custom Fields
Column Calculations
Email in ClickUp
Teams (User Groups)
Native Time Tracking
Goals & Portfolios
Form View
Resource Management
Agile Reporting
AI Compatible
Google SSO
Unlimited Teams
Custom Exporting
Advanced Public Sharing
Advanced Automations
Advanced Dashboard Features
Advanced Time Tracking
Granular Time Estimates
Timesheets
Workload Management
Timelines & Mind Maps
Goal Folders
AI Compatible

ClickUp Enterprise vs Redtail crm Growth

ClickUp Enterprise

Redtail crm Growth

Unlimited Tasks
Unlimited Free Plan Members
Two-Factor Authentication
Collaborative Docs
Whiteboards
Everything View
Real-Time Chat
Kanban Boards
Sprint Management
Calendar View
Custom Field Manager Basic
In-App Video Recording
24/7 Support
Unlimited Storage
Unlimited Integrations
Unlimited Dashboards
Guests with Permissions
Unlimited Gantt Charts
Unlimited Custom Fields
Column Calculations
Email in ClickUp
Teams (User Groups)
Native Time Tracking
Goals & Portfolios
Form View
Resource Management
Agile Reporting
AI Compatible
Google SSO
Unlimited Teams
Custom Exporting
Advanced Public Sharing
Advanced Automations
Advanced Dashboard Features
Advanced Time Tracking
Granular Time Estimates
Timesheets
Workload Management
Timelines & Mind Maps
Goal Folders
AI Compatible
White Labeling
Advanced Permissions
Conditional Logic in Forms
Enterprise API
Unlimited Custom Roles
Team Sharing for Spaces
Universal Search
Default Personal Views
MSA & HIPAA Available
Single Sign-On (SSO)
SCIM provisioning
Custom Capacity in Workload
Live Onboarding Training
Customer Success Manager
Access to Managed Services
US, EU & APAC Data Residency
AI Compatible

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

ClickUp vs Redtail crm Integrations

ClickUp	Redtail crm
Slack GitHub HubSpot Toggl Harvest OneDrive Zendesk Twilio Miro Zapier	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

	ClickUp	Redtail crm
API	Yes	Yes
Outlook Integration	Yes	No
Gmail Integration	Yes	No
QuickBooks Integration	No	No
Shopify Integration	No	No
WordPress Integration	No	No
Mailchimp Integration	No	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	Yes	No
Xero Integration	No	No
Notion Integration	No	No
Asana Integration	Yes	No
Trello Integration	Yes	No
Zapier Integration	Yes	Yes
Invoicing	Yes	No
Marketing Automation	Yes	No
Email Marketing	Yes	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	Yes	Yes
Appointment Scheduling	No	Yes
Workflow Automation & Management	Yes	Yes
ERP	No	No
Order Management	No	No
Ticketing System	Yes	No
Call Recording	No	No
Call Tracking	No	No
Task Management	Yes	Yes
Paypal & Payment Processing	Yes	No
Document Management	Yes	Yes
Shared Inbox	No	No
Create Landing Pages	No	No
Chat Function	Yes	Yes
Website Builder	No	No
Help Desk	Yes	Yes
GPS Tracking	No	No
Loyalty Program	No	No
Cloud Storage	Yes	Yes
Document Storage	Yes	Yes
Mapping	Yes	No

ClickUp vs Redtail crm Industry Specific CRM Solutions

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

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

ClickUp vs Redtail crm Pros & Cons

ClickUp Pros Free plan Strong feature releases frequently Useful “Chat” view for collaboration	Redtail crm Pros Comprehensive Solution for Organizing Client Data Designed for financial services industry Email archiving
ClickUp Cons Clunky automation builder Sub-tasks within a main tasks can be very confusing Steep learning curve	Redtail crm Cons The interface could be more intuitive More robust mobile app Limited Integration Options

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