Orgzit vs Redtail crm Reviews & Pricing In 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

	Orgzit	Redtail crm
Trustpilot Rating	3.7	No Rating
Number of Trustpilot Reviews	1	No Review
iPhone App Rating	No Rating	4.6
Number of iPhone App Reviews	No Review	586
Android App Rating	4.2	3.5
Number of Android App Reviews	5	208

Sources

Orgzit vs Redtail crm Pricing

	Orgzit	Redtail crm
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	30 day	30 day
Cheapest Plan Name	Starter	Launch
Cheapest Plan Cost Per Month	$49	Not Listed
Mid Priced Plan Name	Super Teams	NA
Mid Priced Plan Cost Per Month	$49	Not Listed
Top Plan Name	Premium	Growth
Top Plan Cost Per Month	$69	$59

Orgzit vs Redtail crm Features

Orgzit Starter vs Redtail crm Launch

Orgzit Starter

Redtail 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 Teams

Redtail 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)

Orgzit Premium vs Redtail crm Growth

Orgzit Premium

Redtail 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

Orgzit	Redtail 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

	Orgzit	Redtail crm
API	Yes	Yes
Outlook Integration	Yes	No
Gmail Integration	Yes	No
QuickBooks Integration	No	No
Shopify Integration	No	No
WordPress Integration	No	No
Mailchimp Integration	Yes	Yes
WhatsApp integration	No	No
Facebook Integration	No	No
LinkedIn Integration	No	No
Twitter/X Integration	No	No
Google Calendar Integration	Yes	No
Excel Integration	Yes	No
Office 365 Integration	Yes	No
Google Sheets Integration	Yes	No
Xero Integration	No	No
Notion Integration	No	No
Asana Integration	No	No
Trello Integration	No	No
Zapier Integration	Yes	Yes
Invoicing	Yes	No
Marketing Automation	No	No
Email Marketing	No	No
SMS & Text Messaging	Yes	Yes
Project Management	Yes	No
AI	No	Yes
Voip & Telephony Integration	Yes	No
Dialer	Yes	No
Contract Management	No	No
Inventory Management	No	No
Quoting	Yes	No
Drip Marketing	No	No
Customer Portal	Yes	Yes
Appointment Scheduling	No	Yes
Workflow Automation & Management	Yes	Yes
ERP	No	No
Order Management	Yes	No
Ticketing System	Yes	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	No	Yes
Document Storage	No	Yes
Mapping	No	No

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.

	Orgzit	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	No	No
Construction	Yes	No
Contractors	No	No
Co-working	No	No
Credit Unions	No	No
Customer Service	No	No
Dentists	No	No
Doctors	No	No
Ecommerce	No	No
Email Marketing	No	No
Electricians & Electrical Contractors	Yes	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	Yes	No
Insurance Agents	No	No
Investment Banking	No	No
Landscapers	No	No
Lawyers & Law Firms	No	No
Logistics	No	No
Manufacturing	No	No
Marketing	No	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	No	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	No	No
Schools	No	No
Senior Living	No	No
Solar Businesses	No	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

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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