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Redtail crm vs Neon One 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 Redtail crm or Neon One is the better or cheaper CRM software?

We compare them below on over 150 different metrics to help you make the right decision.

 

Redtail crm vs Neon One Reviews

Redtail crmNeon One
Trustpilot RatingNo RatingNo Rating
Number of Trustpilot ReviewsNo ReviewNo Review
iPhone App Rating4.6No Rating
Number of iPhone App Reviews586No Review
Android App Rating3.5No Rating
Number of Android App Reviews208No Review

Sources

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

Redtail crm vs Neon One Pricing

Redtail crmNeon One
Free PlanNoNo
Free Plan LimitsNANA
Free TrialYesNo
Free Trial Length30 dayNA
Cheapest Plan NameLaunchEssentials
Cheapest Plan Cost Per MonthNot Listed$199
Mid Priced Plan NameNAImpact
Mid Priced Plan Cost Per MonthNot Listed$199
Top Plan NameGrowthEmpower
Top Plan Cost Per Month$59$399

Redtail crm vs Neon One Features

Redtail crm Launch vs Neon One Essentials

Redtail crm LaunchNeon One Essentials
  • 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
  • Fundraising & Donor Management
  • Peer-to-Peer Fundraising
  • Grant Management & Tracking Tool
  • Activity Tracking & Prospecting
  • 1 Active Workflow

Redtail crm NA vs Neon One Impact

Redtail crm NANeon One Impact
NA
  • QuickBooks integration
  • Volunteer Management
  • Events Management
  • Open API
  • 15 Active Workflows
  • Fundraising & Donor Management
  • Peer-to-Peer Fundraising
  • Grant Management & Tracking Tool
  • Activity Tracking & Prospecting

Redtail crm Growth vs Neon One Empower

Redtail crm GrowthNeon One Empower
  • 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
  • Live Chat & Phone Support
  • Radius Search
  • Unlimited Active Workflows
  • QuickBooks integration
  • Volunteer Management
  • Events Management
  • Open API
  • Fundraising & Donor Management
  • Peer-to-Peer Fundraising
  • Grant Management & Tracking Tool
  • Activity Tracking & Prospecting

Redtail crm vs Neon One Integrations

Redtail crmNeon One
  • ReminderCall.com
  • Levitate
  • Referral Factory
  • Formstack Documents
  • OnceHub
  • Intulse
  • AdvisorStream
  • ShareDocView
  • Appointment Reminder
  • HiddenLevers
  • PayPal
  • Mailchimp
  • Eventbrite
  • Stripe
  • QuickBooks
  • Zapier
  • Constant Contact
  • QuickBooks
  • Klaviyo
  • Flipcause

* Please note that the list above may not be complete please check each company’s website for a complete list.

Other Included Features

Redtail crmNeon One
APIYesYes
Outlook IntegrationNoNo
Gmail IntegrationNoNo
QuickBooks IntegrationNoYes
Shopify IntegrationNoNo
WordPress IntegrationNoNo
Mailchimp IntegrationYesYes
WhatsApp integrationNoNo
Facebook IntegrationNoNo
LinkedIn IntegrationNoNo
Twitter/X IntegrationNoNo
Google Calendar IntegrationNoNo
Excel IntegrationNoNo
Office 365 IntegrationNoNo
Google Sheets IntegrationNoNo
Xero IntegrationNoNo
Notion IntegrationNoNo
Asana IntegrationNoNo
Trello IntegrationNoNo
Zapier IntegrationYesYes
InvoicingNoNo
Marketing AutomationNoYes
Email MarketingNoNo
SMS & Text MessagingYesNo
Project ManagementNoNo
AIYesNo
Voip & Telephony IntegrationNoNo
DialerNoNo
Contract ManagementNoNo
Inventory ManagementNoNo
QuotingNoNo
Drip MarketingNoNo
Customer PortalYesYes
Appointment SchedulingYesNo
Workflow Automation & ManagementYesYes
ERPNoNo
Order ManagementNoNo
Ticketing SystemNoNo
Call RecordingNoNo
Call TrackingNoNo
Task ManagementYesYes
Paypal & Payment ProcessingNoYes
Document ManagementYesNo
Shared InboxNoNo
Create Landing PagesNoYes
Chat FunctionYesYes
Website BuilderNoYes
Help DeskYesYes
GPS TrackingNoNo
Loyalty ProgramNoNo
Cloud StorageYesYes
Document StorageYesYes
MappingNoNo

Redtail crm vs Neon One Industry Specific CRM Solutions

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

Redtail crmNeon One
Accountants & Accounting FirmsNoNo
Architects & Architecture FirmsNoNo
Automotive IndustryNoNo
Banks & BankingNoNo
Call CentersNoNo
Car & Auto DealershipsNoNo
Charity & Non-profitNoYes
ChurchesNoNo
Cleaners & Cleaning BusinessesNoNo
CoachesNoNo
Consultants & Consulting FirmsNoNo
ConstructionNoNo
ContractorsNoNo
Co-workingNoNo
Credit UnionsNoNo
Customer ServiceNoNo
DentistsNoNo
DoctorsNoNo
EcommerceNoNo
Email MarketingNoNo
Electricians & Electrical ContractorsNoNo
Engineers & Engineering FirmsNoNo
Event ManagementNoYes
Field ServiceNoNo
Financial Advisors & ServicesYesNo
Freight Brokers & ForwardersNoNo
Government & Public SectorNoNo
Graphic Designers & CreativesNoNo
GymsNoNo
Healthcare ProvidersNoNo
Hotels & HospitalityNoNo
HVACNoNo
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
RetailNo mention of retailNo
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

Redtail crm vs Neon One Pros & Cons

Redtail crm Pros

  • Comprehensive Solution for Organizing Client Data
  • Designed for financial services industry
  • Email archiving
Neon One Pros

  • Smart deduplication to limit manual data entry
  • Useful platform to organize donor data and run reports
  • Engaging virtual fundraising campaigns
Redtail crm Cons

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

  • Terrible data migration process
  • Built-in email template tool can be complex
  • Expensive

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