Redtail crm vs Octopus CRM Reviews & Pricing In 2025

Want to know if Redtail crm or Octopus CRM 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 Octopus CRM Reviews

	Redtail crm	Octopus CRM
Trustpilot Rating	No Rating	4.1
Number of Trustpilot Reviews	No Review	182
iPhone App Rating	4.6	No Rating
Number of iPhone App Reviews	586	No Review
Android App Rating	3.5	No Rating
Number of Android App Reviews	208	No Review

Sources

Redtail crm vs Octopus CRM Pricing

	Redtail crm	Octopus CRM
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	30 day	7 day
Cheapest Plan Name	Launch	Starter
Cheapest Plan Cost Per Month	Not Listed	$14.99
Mid Priced Plan Name	NA	Pro
Mid Priced Plan Cost Per Month	Not Listed	$14.99
Top Plan Name	Growth	Unlimited
Top Plan Cost Per Month	$59	$39.99

Redtail crm vs Octopus CRM Features

Redtail crm Launch vs Octopus CRM Starter

Redtail crm Launch

Octopus CRM Starter

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

Personal CRM with stats
Auto invite (personalized)
Ability to connect with premium LinkedIn users only

Redtail crm NA vs Octopus CRM Pro

Redtail crm NA	Octopus CRM Pro
NA	Personal CRM with stats Auto invite (personalized) Ability to connect with premium LinkedIn users only Send automated messages in bulk Auto view profiles Auto endorse skills

Redtail crm Growth vs Octopus CRM Unlimited

Redtail crm Growth

Octopus CRM Unlimited

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

Personal CRM with stats
Auto invite (personalized)
Ability to connect with premium LinkedIn users only
Send automated messages in bulk
Auto view profiles
Auto endorse skills
Create campaigns
Export / import data
Build funnels
Integration with Zapier / Hubspot
Activity control
Bypass weekly invite limit

Redtail crm vs Octopus CRM Integrations

Redtail crm	Octopus CRM
ReminderCall.com Levitate Referral Factory Formstack Documents OnceHub Intulse AdvisorStream ShareDocView Appointment Reminder HiddenLevers	Zapier Hubspot

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

Other Included Features

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

Redtail crm vs Octopus CRM Industry Specific CRM Solutions

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

	Redtail crm	Octopus 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	No	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	No	No
Engineers & Engineering Firms	No	No
Event Management	No	No
Field Service	No	No
Financial Advisors & Services	Yes	No
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	No	Yes
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 mention of retail	No
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	Yes
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

Redtail crm vs Octopus CRM Pros & Cons

Redtail crm Pros Comprehensive Solution for Organizing Client Data Designed for financial services industry Email archiving	Octopus CRM Pros Integration with Sales navigator and ability to find new companies Clean and Intuitive Interface Efficient Lead Generation
Redtail crm Cons The interface could be more intuitive More robust mobile app Limited Integration Options	Octopus CRM Cons Difficulties in Canceling Subscription Does not have a feature to filter lists Setup is not very straightforward

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