Ontraport vs Redtail crm Reviews & Pricing In 2025

Want to know if Ontraport 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.

Ontraport vs Redtail crm Reviews

	Ontraport	Redtail crm
Trustpilot Rating	4.5	No Rating
Number of Trustpilot Reviews	347	No Review
iPhone App Rating	3.9	4.6
Number of iPhone App Reviews	20	586
Android App Rating	No Rating	3.5
Number of Android App Reviews	No Review	208

Sources

Ontraport vs Redtail crm Pricing

	Ontraport	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	Basic	Launch
Cheapest Plan Cost Per Month	$149	Not Listed
Mid Priced Plan Name	Pro	NA
Mid Priced Plan Cost Per Month	$149	Not Listed
Top Plan Name	Enterprise	Growth
Top Plan Cost Per Month	$299	$59

Ontraport vs Redtail crm Features

Ontraport Basic vs Redtail crm Launch

Ontraport Basic

Redtail crm Launch

Unlimited email sending
Drag-and-drop marketing automation
2-way SMS marketing
Custom mailserver domain
File hosting/download links
Customizable CRM
Mobile app
Web forms
Web page builder
Detailed visitor tracking
Unlimited subdomains
Up to 3 users at $9/month
Customizable online database
Unified contact history
Automation logs
Chat and email 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

Ontraport Pro vs Redtail crm NA

Ontraport Pro

Redtail crm NA

Unlimited email sending
Drag-and-drop marketing automation
Video hosting
Split automations
2-way SMS marketing
Automation webhooks
Facebook Custom Audience integration
Custom mailserver domain
Tracked trigger links
Deep funnel conversion tracking
File hosting/download links
Fulfillment lists
Transactional email
Remove Ontraport branding
1-on-1 email deliverability consulting
Customizable CRM
Mobile app
Advanced CRM with Deals and Companies
Custom roles and permissions
Card view for pipeline tracking
Lead scoring
Task automation
Affiliate partner programs
Lead routing
Lead source and conversion reporting
Calendar and Google calendar sync
Default roles and permissions
Self-scheduling
Web forms
Web page builder
Membership sites
Automatic UTM capture
Detailed visitor tracking
Web page personalization
Google ID tracking
Unlimited subdomains
Custom HTML on pages
Facebook ID tracking
Conditional page content
Split test pages
Accept payments online
Online order forms
Coupon codes
Manage subscriptions and payment plans
Order bumps
Offer free or paid trials
Customizable online database
Unlimited users at $49/month
Unified contact history
API access
Custom user roles and permissions
Automation logs
Video hosting
Increased video hosting
Chat and email support
Default user roles and permissions
Launch support available

Ontraport Enterprise vs Redtail crm Growth

Ontraport Enterprise

Redtail crm Growth

Unlimited email sending
Drag-and-drop marketing automation
Video hosting
Split automations
Custom contact and email limits
2-way SMS marketing
Automation webhooks
Facebook Custom Audience integration
Private IPs available
Custom mailserver domain
Tracked trigger links
Deep funnel conversion tracking
Private infrastructure available
File hosting/download links
Fulfillment lists
Transactional email
Remove Ontraport branding
1-on-1 email deliverability consulting
Customizable CRM
Mobile app
Advanced CRM with Deals and Companies
Custom roles and permissions
Field-level permissions
Card view for pipeline tracking
Lead scoring
Customize navigation by role
Task automation
Affiliate partner programs
Unlimited custom fields available
Lead routing
Lead source and conversion reporting
Calendar and Google calendar sync
Default roles and permissions
Self-scheduling
Web forms
Web page builder
Membership sites
Automatic UTM capture
Detailed visitor tracking
Web page personalization
Google ID tracking
Unlimited subdomains
Custom HTML on pages
Facebook ID tracking
Conditional page content
Split test pages
Accept payments online
Online order forms
Coupon codes
Manage subscriptions and payment plans
Order bumps
Offer free or paid trials
Customizable online database
Unlimited users at $69/month
Unified contact history
API access
Custom user roles and permissions
HIPAA available (coming soon)
Automation logs
Video hosting
Increased video hosting
Enterprise-grade security and scalability
Chat and email support
Default user roles and permissions
Launch support available
Field-level permissions
Customize navigation by role
Increased API limits available
Quarterly account reviews
Uptime SLA

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

Ontraport vs Redtail crm Integrations

Ontraport	Redtail crm
PayPal Zoom WordPress Google Forms DocuSign Acuity Scheduling Shopify Calendly QuickBooks 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

	Ontraport	Redtail crm
API	Yes	Yes
Outlook Integration	No	No
Gmail Integration	No	No
QuickBooks Integration	Yes	No
Shopify Integration	Yes	No
WordPress Integration	Yes	No
Mailchimp Integration	No	Yes
WhatsApp integration	No	No
Facebook Integration	Yes	No
LinkedIn Integration	No	No
Twitter/X Integration	Yes	No
Google Calendar Integration	Yes	No
Excel Integration	No	No
Office 365 Integration	No	No
Google Sheets Integration	No	No
Xero Integration	Yes	No
Notion Integration	No	No
Asana Integration	No	No
Trello Integration	No	No
Zapier Integration	Yes	Yes
Invoicing	Yes	No
Marketing Automation	Yes	No
Email Marketing	No	No
SMS & Text Messaging	Yes	Yes
Project Management	No	No
AI	Yes	Yes
Voip & Telephony Integration	No	No
Dialer	No	No
Contract Management	Yes	No
Inventory Management	No	No
Quoting	Yes	No
Drip Marketing	Yes	No
Customer Portal	Yes	Yes
Appointment Scheduling	Yes	Yes
Workflow Automation & Management	Yes	Yes
ERP	No	No
Order Management	Yes	No
Ticketing System	No	No
Call Recording	No	No
Call Tracking	No	No
Task Management	Yes	Yes
Paypal & Payment Processing	Yes	No
Document Management	No	Yes
Shared Inbox	No	No
Create Landing Pages	Yes	No
Chat Function	Yes	Yes
Website Builder	Yes	No
Help Desk	No	Yes
GPS Tracking	No	No
Loyalty Program	No	No
Cloud Storage	Yes	Yes
Document Storage	Yes	Yes
Mapping	Yes	No

Ontraport vs Redtail crm Industry Specific CRM Solutions

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

	Ontraport	Redtail crm
Accountants & Accounting Firms	No	No
Architects & Architecture Firms	Yes	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	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	No	No
Doctors	No	No
Ecommerce	Yes	No
Email Marketing	No	No
Electricians & Electrical Contractors	No	No
Engineers & Engineering Firms	No	No
Event Management	No	No
Field Service	No	No
Financial Advisors & Services	No	Yes
Freight Brokers & Forwarders	No	No
Government & Public Sector	No	No
Graphic Designers & Creatives	No	No
Gyms	No	No
Healthcare Providers	No	No
Hotels & Hospitality	No	No
HVAC	No	No
Insurance Agents	No	No
Investment Banking	No	No
Landscapers	No	No
Lawyers & Law Firms	No	No
Logistics	No	No
Manufacturing	No	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	No	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	No	No
Universities, College & Higher Education	No	No
Web Designers	No	No
Wholesalers & Distributors	No	No

Ontraport vs Redtail crm Pros & Cons

Ontraport Pros Tons of marketing, sales, and workflow automation Multi-Channel Communication Campaign Management	Redtail crm Pros Comprehensive Solution for Organizing Client Data Designed for financial services industry Email archiving
Ontraport Cons Not Budget-Friendly Limited reporting capabilities Difficulties with tag management	Redtail crm Cons The interface could be more intuitive More robust mobile app Limited Integration Options

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