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Freshsales vs Redtail crm Reviews & Pricing In 2025


Disclosure: We may earn commissions if you shop through the links below.

Last Updated: May 22, 2025

Want to know if Freshsales 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.

 

Freshsales vs Redtail crm Reviews

FreshsalesRedtail crm
Trustpilot Rating2No Rating
Number of Trustpilot Reviews84No Review
iPhone App Rating4.54.6
Number of iPhone App Reviews406586
Android App Rating4.23.5
Number of Android App Reviews1,020208

Sources

  • https://www.trustpilot.com/review/freshworks.com/crm/sales
  • https://www.trustpilot.com/review/corporate.redtailtechnology.com
  • https://apps.apple.com/us/app/freshsales/id1073125057
  • https://apps.apple.com/us/app/redtail-crm/id1088069067
  • https://play.google.com/store/apps/details?id=com.freshdesk.freshsales.mobile&hl=en_US&gl=US
  • https://play.google.com/store/apps/details?id=com.redtail&hl=en_US&gl=US

Freshsales vs Redtail crm Pricing

FreshsalesRedtail crm
Free PlanYesNo
Free Plan LimitsThree usersNA
Free TrialYesYes
Free Trial Length21 day30 day
Cheapest Plan NameGrowthLaunch
Cheapest Plan Cost Per Month$47Not Listed
Mid Priced Plan NameProNA
Mid Priced Plan Cost Per Month$47Not Listed
Top Plan NameEnterpriseGrowth
Top Plan Cost Per Month$71$59

Freshsales vs Redtail crm Features

Freshsales Growth vs Redtail crm Launch

Freshsales GrowthRedtail crm Launch
  • Kanban View for Contacts, Accounts, and Deals
  • Contact Lifecycle Stages
  • Built-in Chat, Email, & Phone
  • Email Templates
  • Custom Fields
  • Basic Workflows
  • Contextual Collaboration with Slack
  • Product Catalog
  • Curated Reports
  • Freshworks Marketplace
  • 1 CPQ license
  • Mobile App
  • 24×5 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
  • CIient Portal
  • Proposal Generation with New Account Opening
  • Stress Test Risk Score

Freshsales Pro vs Redtail crm NA

Freshsales ProRedtail crm NA
  • Kanban View for Contacts, Accounts, and Deals
  • Contact Lifecycle Stages
  • Built-in Chat, Email, & Phone
  • Email Templates
  • Custom Fields
  • Basic Workflows
  • Contextual Collaboration with Slack
  • Product Catalog
  • Curated Reports
  • Freshworks Marketplace
  • 1 CPQ license
  • Mobile App
  • 24×5 Support
  • Contact Scoring by Freddy AI
  • Custom Sales Activities
  • Advanced custom fields
  • Auto-assignment Rules
  • Territory Management
  • Sales Sequences
  • Sales Emails by Freddy AI
  • Rephrase, Expand, and Enhance text by Freddy AI
  • Bring Your Own Carrier (B.Y.O.C)
  • Multiple Sales Pipelines
  • Account Hierarchy
  • Deal Insights by Freddy AI
  • Advanced Workflows
  • Custom Reports
NA

Freshsales Enterprise vs Redtail crm Growth

Freshsales EnterpriseRedtail crm Growth
  • Kanban View for Contacts, Accounts, and Deals
  • Contact Lifecycle Stages
  • Built-in Chat, Email, & Phone
  • Email Templates
  • Custom Fields
  • Basic Workflows
  • Contextual Collaboration with Slack
  • Product Catalog
  • Curated Reports
  • Freshworks Marketplace
  • 1 CPQ license
  • Mobile App
  • 24×5 Support
  • Contact Scoring by Freddy AI
  • Custom Sales Activities
  • Advanced custom fields
  • Auto-assignment Rules
  • Territory Management
  • Sales Sequences
  • Sales Emails by Freddy AI
  • Rephrase, Expand, and Enhance text by Freddy AI
  • Bring Your Own Carrier (B.Y.O.C)
  • Multiple Sales Pipelines
  • Account Hierarchy
  • Deal Insights by Freddy AI
  • Advanced Workflows
  • Custom Reports
  • Field-level Permissions
  • Custom Modules
  • Forecasting Insights by Freddy AI
  • Workflows for Custom Modules
  • Sandbox
  • Audit Logs
  • Dedicated Account Manager
  • 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

Freshsales vs Redtail crm Integrations

FreshsalesRedtail crm
  • Teamviewer
  • MailChimp
  • Shopify
  • QuickBooks
  • Razorpay
  • Jira
  • Viber
  • Microsoft Dynamics
  • Magento
  • FrontApp
  • 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

FreshsalesRedtail crm
APIYesYes
Outlook IntegrationYesNo
Gmail IntegrationYesNo
QuickBooks IntegrationYesNo
Shopify IntegrationNoNo
WordPress IntegrationNoNo
Mailchimp IntegrationYesYes
WhatsApp integrationNoNo
Facebook IntegrationYesNo
LinkedIn IntegrationNoNo
Twitter/X IntegrationNoNo
Google Calendar IntegrationYesNo
Excel IntegrationYesNo
Office 365 IntegrationYesNo
Google Sheets IntegrationYesNo
Xero IntegrationYesNo
Notion IntegrationNoNo
Asana IntegrationYesNo
Trello IntegrationYesNo
Zapier IntegrationYesYes
InvoicingYesNo
Marketing AutomationYesNo
Email MarketingYesNo
SMS & Text MessagingYesYes
Project ManagementNoNo
AIYesYes
Voip & Telephony IntegrationYesNo
DialerNoNo
Contract ManagementYesNo
Inventory ManagementYesNo
QuotingYesNo
Drip MarketingYesNo
Customer PortalNoYes
Appointment SchedulingYesYes
Workflow Automation & ManagementYesYes
ERPNoNo
Order ManagementNoNo
Ticketing SystemNoNo
Call RecordingYesNo
Call TrackingYesNo
Task ManagementYesYes
Paypal & Payment ProcessingYesNo
Document ManagementYesYes
Shared InboxYesNo
Create Landing PagesYesNo
Chat FunctionYesYes
Website BuilderNoNo
Help DeskNoYes
GPS TrackingNoNo
Loyalty ProgramNoNo
Cloud StorageYesYes
Document StorageYesYes
MappingNoNo

Freshsales vs Redtail crm Industry Specific CRM Solutions

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

FreshsalesRedtail crm
Accountants & Accounting FirmsNoNo
Architects & Architecture FirmsNoNo
Automotive IndustryNoNo
Banks & BankingYesNo
Call CentersNoNo
Car & Auto DealershipsNoNo
Charity & Non-profitNoNo
ChurchesNoNo
Cleaners & Cleaning BusinessesNoNo
CoachesNoNo
Consultants & Consulting FirmsNoNo
ConstructionNoNo
ContractorsNoNo
Co-workingNoNo
Credit UnionsNoNo
Customer ServiceYesNo
DentistsNoNo
DoctorsYesNo
EcommerceYesNo
Email MarketingYesNo
Electricians & Electrical ContractorsNoNo
Engineers & Engineering FirmsNoNo
Event ManagementNoNo
Field ServiceNoNo
Financial Advisors & ServicesYesYes
Freight Brokers & ForwardersYesNo
Government & Public SectorNoNo
Graphic Designers & CreativesNoNo
GymsNoNo
Healthcare ProvidersYesNo
Hotels & HospitalityYesNo
HVACNoNo
Insurance AgentsYesNo
Investment BankingNoNo
LandscapersNoNo
Lawyers & Law FirmsYesNo
LogisticsYesNo
ManufacturingYesNo
MarketingYesNo
Mortgage Brokers & Loan OfficesNoNo
Movers & Moving CompaniesNoNo
MuseumsNoNo
Personal TrainersNoNo
PhotographersNoNo
PlumbersYesNo
Political CampaignsNoNo
Private EquityNoNo
Professional ServicesNoNo
Property ManagementYesNo
Real EstateYesNo
Recruiting & Recruitment AgenciesYesNo
RestaurantsYesNo
RetailYesNo mention of retail
Roofers & RoofingNoNo
SaaSYesNo
SchoolsYesNo
Senior LivingNoNo
Solar BusinessesNoNo
Sports TeamsNoNo
Staffing AgenciesNoNo
TelemarketingNoNo
TherapistsNoNo
Tour OperatorsNoNo
Travel AgentsYesNo
Universities, College & Higher EducationYesNo
Web DesignersNoNo
Wholesalers & DistributorsNoNo

Freshsales vs Redtail crm Pros & Cons

Freshsales Pros

  • Free plan
  • Keep track of new leads and deals
  • Various automations available
Redtail crm Pros

  • Comprehensive Solution for Organizing Client Data
  • Designed for financial services industry
  • Email archiving
Freshsales Cons

  • Customer support could be improved
  • Graphics could be updated
  • Bad reporting system
Redtail crm Cons

  • The interface could be more intuitive
  • More robust mobile app
  • Limited Integration Options

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Goals.com vs Redtail crm

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