Insightly CRM vs Redtail crm Reviews & Pricing In 2025

Want to know if Insightly CRM 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.

Insightly CRM vs Redtail crm Reviews

	Insightly CRM	Redtail crm
Trustpilot Rating	3.2	No Rating
Number of Trustpilot Reviews	6	No Review
iPhone App Rating	4.4	4.6
Number of iPhone App Reviews	276	586
Android App Rating	4	3.5
Number of Android App Reviews	1,490	208

Sources

Insightly CRM vs Redtail crm Pricing

	Insightly CRM	Redtail crm
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	14 day	30 day
Cheapest Plan Name	Plus	Launch
Cheapest Plan Cost Per Month	$49	Not Listed
Mid Priced Plan Name	Professional	NA
Mid Priced Plan Cost Per Month	$49	Not Listed
Top Plan Name	Enterprise	Growth
Top Plan Cost Per Month	$99	$59

Insightly CRM vs Redtail crm Features

Insightly CRM Plus vs Redtail crm Launch

Insightly CRM Plus

Redtail crm Launch

Automated, customized emails
100s of emails & pages templates
Marketing & Service integration
Pre-built business dashboards

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

Insightly CRM Professional vs Redtail crm NA

Insightly CRM Professional	Redtail crm NA
Automated, customized emails 100s of emails & pages templates Marketing & Service integration Pre-built business dashboards Lead assignment and routing Schedule outbound emails Custom page layouts	NA

Insightly CRM Enterprise vs Redtail crm Growth

Insightly CRM Enterprise

Redtail crm Growth

Automated, customized emails
100s of emails & pages templates
Marketing & Service integration
Pre-built business dashboards
Lead assignment and routing
Schedule outbound emails
Custom page layouts
Custom apps
Products, pricebooks, and quotes
Comprehensive audit logging

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

Insightly CRM vs Redtail crm Integrations

Insightly CRM	Redtail crm
ADP Workforce Now Asana BambooHR Calendly DocuSign Jira Magento Shopify Slack WooCommerce	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

	Insightly CRM	Redtail crm
API	Yes	Yes
Outlook Integration	Yes	No
Gmail Integration	Yes	No
QuickBooks Integration	Yes	No
Shopify Integration	Yes	No
WordPress Integration	Yes	No
Mailchimp Integration	Yes	Yes
WhatsApp integration	No	No
Facebook Integration	Yes	No
LinkedIn Integration	Yes	No
Twitter/X Integration	Yes	No
Google Calendar Integration	Yes	No
Excel Integration	Yes	No
Office 365 Integration	Yes	No
Google Sheets Integration	Yes	No
Xero Integration	Yes	No
Notion Integration	No	No
Asana Integration	Yes	No
Trello Integration	Yes	No
Zapier Integration	Yes	Yes
Invoicing	No	No
Marketing Automation	Yes	No
Email Marketing	Yes	No
SMS & Text Messaging	No	Yes
Project Management	Yes	No
AI	No	Yes
Voip & Telephony Integration	No	No
Dialer	No	No
Contract Management	Yes	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	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	No	No

Insightly CRM vs Redtail crm Industry Specific CRM Solutions

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

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

Insightly CRM vs Redtail crm Pros & Cons

Insightly CRM Pros Automate workflows, emails, tasks and reports Appropriate for All CRM Proficiency Levels Excellent integration	Redtail crm Pros Comprehensive Solution for Organizing Client Data Designed for financial services industry Email archiving
Insightly CRM Cons Customization Complexity Learning Curve Search feature needs improvement	Redtail crm Cons The interface could be more intuitive More robust mobile app Limited Integration Options

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