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Keap 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 Keap 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.

 

Keap vs Redtail crm Reviews

KeapRedtail crm
Trustpilot Rating2.4No Rating
Number of Trustpilot Reviews462No Review
iPhone App Rating4.54.6
Number of iPhone App Reviews1,700586
Android App Rating3.13.5
Number of Android App Reviews224208

Sources

  • https://www.trustpilot.com/review/keap.com
  • https://www.trustpilot.com/review/corporate.redtailtechnology.com
  • https://apps.apple.com/us/app/keap/id1421097870
  • https://apps.apple.com/us/app/redtail-crm/id1088069067
  • https://play.google.com/store/apps/details?id=com.infusionsoft.mobile.nimo&hl=en_US&gl=US
  • https://play.google.com/store/apps/details?id=com.redtail&hl=en_US&gl=US

Keap vs Redtail crm Pricing

KeapRedtail crm
Free PlanNoNo
Free Plan LimitsNANA
Free TrialYesYes
Free Trial Length14 day30 day
Cheapest Plan NameProLaunch
Cheapest Plan Cost Per Month$299Not Listed
Mid Priced Plan NameMaxNA
Mid Priced Plan Cost Per Month$299Not Listed
Top Plan NameUltimateGrowth
Top Plan Cost Per Month$359$59

Keap vs Redtail crm Features

Keap Pro vs Redtail crm Launch

Keap ProRedtail crm Launch
  • Email marketing
  • Marketing, sales & workflow automation
  • Lead capture & automated follow-up
  • Lead & client management (CRM)
  • Pipeline
  • Quotes, invoices & payments
  • Landing pages & online sales
  • Text marketing (U.S.)*
  • Dedicated phone line (U.S. & Canada)
  • Appointments
  • 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

Keap Max vs Redtail crm NA

Keap MaxRedtail crm NA
  • Email marketing
  • Marketing, sales & workflow automation
  • Lead capture & automated follow-up
  • Lead & client management (CRM)
  • Pipeline
  • Quotes, invoices & payments
  • Landing pages & online sales
  • Text marketing (U.S.)*
  • Dedicated phone line (U.S. & Canada)
  • Appointments
  • Advanced lead optimization
  • Enhanced landing pages & sales tools
  • Ecommerce tools
  • Advanced reporting
NA

Keap Ultimate vs Redtail crm Growth

Keap UltimateRedtail crm Growth
  • Email marketing
  • Marketing, sales & workflow automation
  • Lead capture & automated follow-up
  • Lead & client management (CRM)
  • Pipeline
  • Quotes, invoices & payments
  • Landing pages & online sales
  • Text marketing (U.S.)*
  • Dedicated phone line (U.S. & Canada)
  • Appointments
  • Advanced lead optimization
  • Enhanced landing pages & sales tools
  • Ecommerce tools
  • Advanced reporting
  • Premium CRM & sales management
  • Advanced marketing & sales tools
  • Custom user access controls
  • Affiliate management & collaboration
  • Advanced reporting
  • 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

Keap vs Redtail crm Integrations

KeapRedtail crm
  • Zapier
  • PlusThis
  • AppointmentCore
  • Jotform
  • Leadpages
  • Instapage
  • Typeform
  • Optinmonster
  • ScheduleOnce
  • Graphly
  • 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

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

Keap vs Redtail crm Industry Specific CRM Solutions

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

KeapRedtail crm
Accountants & Accounting FirmsYesNo
Architects & Architecture FirmsNoNo
Automotive IndustryNoNo
Banks & BankingNoNo
Call CentersNoNo
Car & Auto DealershipsNoNo
Charity & Non-profitYesNo
ChurchesYesNo
Cleaners & Cleaning BusinessesNoNo
CoachesYesNo
Consultants & Consulting FirmsYesNo
ConstructionNoNo
ContractorsNoNo
Co-workingNoNo
Credit UnionsNoNo
Customer ServiceNoNo
DentistsNoNo
DoctorsNoNo
EcommerceNoNo
Email MarketingYesNo
Electricians & Electrical ContractorsNoNo
Engineers & Engineering FirmsNoNo
Event ManagementNoNo
Field ServiceNoNo
Financial Advisors & ServicesYesYes
Freight Brokers & ForwardersNoNo
Government & Public SectorNoNo
Graphic Designers & CreativesNoNo
GymsYesNo
Healthcare ProvidersYesNo
Hotels & HospitalityNoNo
HVACNoNo
Insurance AgentsYesNo
Investment BankingNoNo
LandscapersNoNo
Lawyers & Law FirmsYesNo
LogisticsNoNo
ManufacturingNoNo
MarketingYesNo
Mortgage Brokers & Loan OfficesYesNo
Movers & Moving CompaniesNoNo
MuseumsNoNo
Personal TrainersNoNo
PhotographersYesNo
PlumbersNoNo
Political CampaignsNoNo
Private EquityNoNo
Professional ServicesYesNo
Property ManagementNoNo
Real EstateYesNo
Recruiting & Recruitment AgenciesNoNo
RestaurantsNoNo
RetailNoNo mention of retail
Roofers & RoofingNoNo
SaaSNoNo
SchoolsNoNo
Senior LivingNoNo
Solar BusinessesNoNo
Sports TeamsNoNo
Staffing AgenciesNoNo
TelemarketingNoNo
TherapistsNoNo
Tour OperatorsNoNo
Travel AgentsNoNo
Universities, College & Higher EducationNoNo
Web DesignersYesNo
Wholesalers & DistributorsYesNo

Keap vs Redtail crm Pros & Cons

Keap Pros

  • Lead capture & automated follow-up
  • All-in-One Solution
  • Tagging customers to segment
Redtail crm Pros

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

  • Limited Email Design Options
  • Limited text campaign size
  • Platform Speed
Redtail crm Cons

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

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