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Monday.com 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 Monday.com 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.

 

Monday.com vs Redtail crm Reviews

Monday.comRedtail crm
Trustpilot Rating3.2No Rating
Number of Trustpilot Reviews3,083No Review
iPhone App Rating4.84.6
Number of iPhone App Reviews28,300586
Android App Rating4.83.5
Number of Android App Reviews33,300208

Sources

  • https://www.trustpilot.com/review/www.monday.com
  • https://www.trustpilot.com/review/corporate.redtailtechnology.com
  • https://apps.apple.com/us/app/monday-com-work-management/id1290128888
  • https://apps.apple.com/us/app/redtail-crm/id1088069067
  • https://play.google.com/store/apps/details?id=com.monday.monday&hl=en_US&gl=US
  • https://play.google.com/store/apps/details?id=com.redtail&hl=en_US&gl=US

Monday.com vs Redtail crm Pricing

Monday.comRedtail crm
Free PlanNoNo
Free Plan LimitsNANA
Free TrialYesYes
Free Trial Length14 day30 day
Cheapest Plan NameBasicLaunch
Cheapest Plan Cost Per Month$20Not Listed
Mid Priced Plan NameStandardNA
Mid Priced Plan Cost Per Month$20Not Listed
Top Plan NameProGrowth
Top Plan Cost Per Month$33$59

Monday.com vs Redtail crm Features

Monday.com Basic vs Redtail crm Launch

Monday.com BasicRedtail crm Launch
  • Unlimited customizable pipelines
  • Unlimited contacts
  • Unlimited boards
  • Templates for lead, contact & deal management
  • iOS & Android apps
  • Unlimited free viewers
  • Create a dashboard based on 1 board
  • 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

Monday.com Standard vs Redtail crm NA

Monday.com StandardRedtail crm NA
  • Advanced account, contact, & deal management
  • 2-way email integration with Gmail and Outlook
  • AI email generator
  • Activity management
  • Quotes & invoices
  • Merge duplicate data
  • Custom CRM automations (250 actions per month)
  • Custom CRM integrations (250 actions per month)
  • Create a dashboard that combines 5 boards
NA

Monday.com Pro vs Redtail crm Growth

Monday.com ProRedtail crm Growth
  • Sales forecasting
  • Email templates with custom parameters
  • Email tracking & automations
  • Mass emails
  • HTML editor for mass email
  • Mass email tracking
  • Google Calendar sync
  • Sales analytics
  • Customizable email signatures
  • Custom CRM automations (25,000 actions per month)
  • Custom CRM integrations (25,000 actions per month)
  • Create a dashboard that combines 10 boards
  • 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

Monday.com vs Redtail crm Integrations

Monday.comRedtail crm
  • MailChimp
  • DocuSign
  • Zendesk
  • Salesforce
  • Dropbox
  • Slack
  • GitLab
  • Gmail
  • Microsoft Teams
  • Twilio
  • 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

Monday.comRedtail crm
APIYesYes
Outlook IntegrationYesNo
Gmail IntegrationYesNo
QuickBooks IntegrationYesNo
Shopify IntegrationYesNo
WordPress IntegrationNoNo
Mailchimp IntegrationYesYes
WhatsApp integrationYesNo
Facebook IntegrationYesNo
LinkedIn IntegrationYesNo
Twitter/X IntegrationNoNo
Google Calendar IntegrationYesNo
Excel IntegrationYesNo
Office 365 IntegrationYesNo
Google Sheets IntegrationYesNo
Xero IntegrationNoNo
Notion IntegrationNoNo
Asana IntegrationYesNo
Trello IntegrationYesNo
Zapier IntegrationNoYes
InvoicingYesNo
Marketing AutomationYesNo
Email MarketingYesNo
SMS & Text MessagingNoYes
Project ManagementYesNo
AIYesYes
Voip & Telephony IntegrationNoNo
DialerNoNo
Contract ManagementYesNo
Inventory ManagementYesNo
QuotingYesNo
Drip MarketingNoNo
Customer PortalYesYes
Appointment SchedulingNoYes
Workflow Automation & ManagementYesYes
ERPNoNo
Order ManagementYesNo
Ticketing SystemYesNo
Call RecordingNoNo
Call TrackingYesNo
Task ManagementYesYes
Paypal & Payment ProcessingYesNo
Document ManagementYesYes
Shared InboxNoNo
Create Landing PagesYesNo
Chat FunctionYesYes
Website BuilderYesNo
Help DeskYesYes
GPS TrackingNoNo
Loyalty ProgramNoNo
Cloud StorageYesYes
Document StorageYesYes
MappingNoNo

Monday.com vs Redtail crm Industry Specific CRM Solutions

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

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

Monday.com vs Redtail crm Pros & Cons

Monday.com Pros

  • Simple to use CRM templates
  • iOS & Android apps
  • Custom CRM automations
Redtail crm Pros

  • Comprehensive Solution for Organizing Client Data
  • Designed for financial services industry
  • Email archiving
Monday.com Cons

  • Free trial is only 14 days
  • Per-user pricing limits
  • Requires enhancement in sales forecasting
Redtail crm Cons

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

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