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Orgzit 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 Orgzit 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.

 

Orgzit vs Redtail crm Reviews

OrgzitRedtail crm
Trustpilot Rating3.7No Rating
Number of Trustpilot Reviews1No Review
iPhone App RatingNo Rating4.6
Number of iPhone App ReviewsNo Review586
Android App Rating4.23.5
Number of Android App Reviews5208

Sources

  • https://www.trustpilot.com/review/www.orgzit.com
  • https://www.trustpilot.com/review/corporate.redtailtechnology.com
  • https://apps.apple.com/us/app/orgzit/id1504448187
  • https://apps.apple.com/us/app/redtail-crm/id1088069067
  • https://play.google.com/store/apps/details?id=com.orgzit.android.prod&hl=en_US&gl=US
  • https://play.google.com/store/apps/details?id=com.redtail&hl=en_US&gl=US

Orgzit vs Redtail crm Pricing

OrgzitRedtail crm
Free PlanNoNo
Free Plan LimitsNANA
Free TrialYesYes
Free Trial Length30 day30 day
Cheapest Plan NameStarterLaunch
Cheapest Plan Cost Per Month$49Not Listed
Mid Priced Plan NameSuper TeamsNA
Mid Priced Plan Cost Per Month$49Not Listed
Top Plan NamePremiumGrowth
Top Plan Cost Per Month$69$59

Orgzit vs Redtail crm Features

Orgzit Starter vs Redtail crm Launch

Orgzit StarterRedtail crm Launch
  • 1 Application
  • 50,000 Records
  • 400 Fields
  • Custom Fields
  • Field Conditions
  • Workflow Automations
  • Team Collaboration (Comments, Reminders & Files)
  • Smart Filters
  • Data Import & Export
  • Change History
  • Global Search
  • Reports & Dashboard
  • PDF Document Generation
  • Zapier Integration
  • Mobile App
  • Email Support
  • No-code consultation and development (Limited)
  • 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

Orgzit Super Teams vs Redtail crm NA

Orgzit Super TeamsRedtail crm NA
  • 3 Applications
  • 200,000 Records
  • 800 Fields
  • Role based permissions [5 roles]
  • Role based dashboards
  • Filter Subscriptions
  • Relationship value fields
  • Conditional Forms
  • Advanced workflow automations
  • API Access ADD ON
  • Email + WhatsApp Support
  • Custom Fields
  • Field Conditions
  • Workflow Automations
  • Team Collaboration (Comments, Reminders & Files)
  • Smart Filters
  • Data Import & Export
  • Change History
  • Global Search
  • Reports & Dashboard
  • PDF Document Generation
  • Zapier Integration
  • Mobile App
  • No-code consultation and development (Limited)
NA

Orgzit Premium vs Redtail crm Growth

Orgzit PremiumRedtail crm Growth
  • 10 Applications
  • 500,000 Records
  • 1500 Fields
  • Role based permissions [15 roles]
  • User and Zone Restricted Access
  • Scheduled Automations
  • Multiple Dashboards
  • BI Integration (PowerBI, Tableau, etc)
  • Webhook Integration
  • Custom code development ADD ON
  • Dedicated Server ADD ON
  • Role based dashboards
  • Filter Subscriptions
  • Relationship value fields
  • Conditional Forms
  • Advanced workflow automations
  • API Access ADD ON
  • Email + WhatsApp Support + Dedicated CSM
  • Custom Fields
  • Field Conditions
  • Workflow Automations
  • Team Collaboration (Comments, Reminders & Files)
  • Smart Filters
  • Data Import & Export
  • Change History
  • Global Search
  • Reports & Dashboard
  • PDF Document Generation
  • Zapier Integration
  • Mobile App
  • No-code consultation and development (Ongoing)
  • 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

Orgzit vs Redtail crm Integrations

OrgzitRedtail crm
  • G Suite
  • Office 365
  • MailChimp
  • 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

OrgzitRedtail crm
APIYesYes
Outlook IntegrationYesNo
Gmail IntegrationYesNo
QuickBooks IntegrationNoNo
Shopify IntegrationNoNo
WordPress IntegrationNoNo
Mailchimp IntegrationYesYes
WhatsApp integrationNoNo
Facebook IntegrationNoNo
LinkedIn IntegrationNoNo
Twitter/X IntegrationNoNo
Google Calendar IntegrationYesNo
Excel IntegrationYesNo
Office 365 IntegrationYesNo
Google Sheets IntegrationYesNo
Xero IntegrationNoNo
Notion IntegrationNoNo
Asana IntegrationNoNo
Trello IntegrationNoNo
Zapier IntegrationYesYes
InvoicingYesNo
Marketing AutomationNoNo
Email MarketingNoNo
SMS & Text MessagingYesYes
Project ManagementYesNo
AINoYes
Voip & Telephony IntegrationYesNo
DialerYesNo
Contract ManagementNoNo
Inventory ManagementNoNo
QuotingYesNo
Drip MarketingNoNo
Customer PortalYesYes
Appointment SchedulingNoYes
Workflow Automation & ManagementYesYes
ERPNoNo
Order ManagementYesNo
Ticketing SystemYesNo
Call RecordingNoNo
Call TrackingNoNo
Task ManagementYesYes
Paypal & Payment ProcessingYesNo
Document ManagementYesYes
Shared InboxNoNo
Create Landing PagesNoNo
Chat FunctionYesYes
Website BuilderNoNo
Help DeskYesYes
GPS TrackingNoNo
Loyalty ProgramNoNo
Cloud StorageNoYes
Document StorageNoYes
MappingNoNo

Orgzit vs Redtail crm Industry Specific CRM Solutions

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

OrgzitRedtail crm
Accountants & Accounting FirmsNoNo
Architects & Architecture FirmsNoNo
Automotive IndustryNoNo
Banks & BankingNoNo
Call CentersNoNo
Car & Auto DealershipsNoNo
Charity & Non-profitNoNo
ChurchesNoNo
Cleaners & Cleaning BusinessesNoNo
CoachesNoNo
Consultants & Consulting FirmsNoNo
ConstructionYesNo
ContractorsNoNo
Co-workingNoNo
Credit UnionsNoNo
Customer ServiceNoNo
DentistsNoNo
DoctorsNoNo
EcommerceNoNo
Email MarketingNoNo
Electricians & Electrical ContractorsYesNo
Engineers & Engineering FirmsNoNo
Event ManagementNoNo
Field ServiceNoNo
Financial Advisors & ServicesNoYes
Freight Brokers & ForwardersNoNo
Government & Public SectorNoNo
Graphic Designers & CreativesNoNo
GymsNoNo
Healthcare ProvidersNoNo
Hotels & HospitalityNoNo
HVACYesNo
Insurance AgentsNoNo
Investment BankingNoNo
LandscapersNoNo
Lawyers & Law FirmsNoNo
LogisticsNoNo
ManufacturingNoNo
MarketingNoNo
Mortgage Brokers & Loan OfficesNoNo
Movers & Moving CompaniesNoNo
MuseumsNoNo
Personal TrainersNoNo
PhotographersNoNo
PlumbersNoNo
Political CampaignsNoNo
Private EquityNoNo
Professional ServicesNoNo
Property ManagementNoNo
Real EstateNoNo
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 DesignersNoNo
Wholesalers & DistributorsNoNo

Orgzit vs Redtail crm Pros & Cons

Orgzit Pros

  • Dashboard and flexibility
  • Segregation of information by topics
  • Management and access according to limit and chain of command
Redtail crm Pros

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

  • Clunky user interface
  • Lack of customization options
  • No Free Plan
Redtail crm Cons

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

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