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Pipedrive 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 Pipedrive 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.

 

Pipedrive vs Redtail crm Reviews

PipedriveRedtail crm
Trustpilot Rating4.5No Rating
Number of Trustpilot Reviews1,803No Review
iPhone App Rating3.74.6
Number of iPhone App Reviews500586
Android App Rating43.5
Number of Android App Reviews3,270208

Sources

  • https://www.trustpilot.com/review/pipedrive.com
  • https://www.trustpilot.com/review/corporate.redtailtechnology.com
  • https://apps.apple.com/us/app/crm-sales-tracker-by-pipedrive/id921456160
  • https://apps.apple.com/us/app/redtail-crm/id1088069067
  • https://play.google.com/store/apps/details?id=com.pipedrive&hl=en_US&gl=US
  • https://play.google.com/store/apps/details?id=com.redtail&hl=en_US&gl=US

Pipedrive vs Redtail crm Pricing

PipedriveRedtail crm
Free PlanNoNo
Free Plan LimitsNANA
Free TrialYesYes
Free Trial Length14 day30 day
Cheapest Plan NameEssentialLaunch
Cheapest Plan Cost Per Month$64Not Listed
Mid Priced Plan NameProfessionalNA
Mid Priced Plan Cost Per Month$64Not Listed
Top Plan NameEnterpriseGrowth
Top Plan Cost Per Month$129$59

Pipedrive vs Redtail crm Features

Pipedrive Essential vs Redtail crm Launch

Pipedrive EssentialRedtail crm Launch
  • Lead, deal, contact, calendar and pipeline management
  • Seamless data import and 400+ integrations
  • 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

Pipedrive Professional vs Redtail crm NA

Pipedrive ProfessionalRedtail crm NA
  • Lead, deal, contact, calendar and pipeline management
  • Seamless data import and 400+ integrations
  • Full email sync with templates, open and click tracking and group emailing
  • Automations builder, including email sequences
  • Meeting, email and video call scheduling
NA

Pipedrive Enterprise vs Redtail crm Growth

Pipedrive EnterpriseRedtail crm Growth
  • Lead, deal, contact, calendar and pipeline management
  • Seamless data import and 400+ integrations
  • Full email sync with templates, open and click tracking and group emailing
  • Automations builder, including email sequences
  • Meeting, email and video call scheduling
  • Project planning, tracking and delivery
  • Phone support
  • Scalable control of account permissions and visibilities
  • Ideal for increasingly busy pipelines and complex team structures
  • Enhanced security preferences
  • Complete access to all features
  • Unlimited reports and customizations
  • Double the number of automations per seat
  • 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

Pipedrive vs Redtail crm Integrations

PipedriveRedtail crm
  • Zapier
  • Surfe
  • Slack
  • PandaDoc
  • DocuSign
  • Xero
  • Stripe
  • Trello
  • Asana
  • Zendesk
  • 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

PipedriveRedtail 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 IntegrationYesNo
Notion IntegrationYesNo
Asana IntegrationYesNo
Trello IntegrationYesNo
Zapier IntegrationYesYes
InvoicingYesNo
Marketing AutomationYesNo
Email MarketingYesNo
SMS & Text MessagingNoYes
Project ManagementYesNo
AIYesYes
Voip & Telephony IntegrationNoNo
DialerNoNo
Contract ManagementYesNo
Inventory ManagementNoNo
QuotingYesNo
Drip MarketingYesNo
Customer PortalYesYes
Appointment SchedulingYesYes
Workflow Automation & ManagementYesYes
ERPNoNo
Order ManagementNoNo
Ticketing SystemNoNo
Call RecordingYesNo
Call TrackingYesNo
Task ManagementYesYes
Paypal & Payment ProcessingYesNo
Document ManagementYesYes
Shared InboxYesNo
Create Landing PagesYesNo
Chat FunctionYesYes
Website BuilderNoNo
Help DeskYesYes
GPS TrackingNoNo
Loyalty ProgramNoNo
Cloud StorageYesYes
Document StorageYesYes
MappingNoNo

Pipedrive vs Redtail crm Industry Specific CRM Solutions

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

PipedriveRedtail crm
Accountants & Accounting FirmsNoNo
Architects & Architecture FirmsYesNo
Automotive IndustryYesNo
Banks & BankingYesNo
Call CentersYesNo
Car & Auto DealershipsNoNo
Charity & Non-profitYesNo
ChurchesNoNo
Cleaners & Cleaning BusinessesNoNo
CoachesNoNo
Consultants & Consulting FirmsYesNo
ConstructionYesNo
ContractorsNoNo
Co-workingNoNo
Credit UnionsNoNo
Customer ServiceYesNo
DentistsYesNo
DoctorsYesNo
EcommerceYesNo
Email MarketingYesNo
Electricians & Electrical ContractorsNoNo
Engineers & Engineering FirmsNoNo
Event ManagementYesNo
Field ServiceYesNo
Financial Advisors & ServicesNoYes
Freight Brokers & ForwardersYesNo
Government & Public SectorYesNo
Graphic Designers & CreativesYesNo
GymsNoNo
Healthcare ProvidersYesNo
Hotels & HospitalityYesNo
HVACNoNo
Insurance AgentsYesNo
Investment BankingYesNo
LandscapersNoNo
Lawyers & Law FirmsYesNo
LogisticsYesNo
ManufacturingYesNo
MarketingYesNo
Mortgage Brokers & Loan OfficesNoNo
Movers & Moving CompaniesNoNo
MuseumsNoNo
Personal TrainersYesNo
PhotographersYesNo
PlumbersNoNo
Political CampaignsNoNo
Private EquityNoNo
Professional ServicesYesNo
Property ManagementYesNo
Real EstateYesNo
Recruiting & Recruitment AgenciesYesNo
RestaurantsYesNo
RetailYesNo mention of retail
Roofers & RoofingNoNo
SaaSYesNo
SchoolsNoNo
Senior LivingNoNo
Solar BusinessesYesNo
Sports TeamsNoNo
Staffing AgenciesYesNo
TelemarketingNoNo
TherapistsNoNo
Tour OperatorsNoNo
Travel AgentsYesNo
Universities, College & Higher EducationYesNo
Web DesignersYesNo
Wholesalers & DistributorsNoNo

Pipedrive vs Redtail crm Pros & Cons

Pipedrive Pros

  • Machine learning-powered sales assistant for all plans
  • Workflow automation
  • Auto-tracking calls and emails
Redtail crm Pros

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

  • No free plan
  • Drag-and-drop deal management can be tricky
  • Customer service is terrible
Redtail crm Cons

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

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