Redtail crm vs Sage CRM Reviews & Pricing In 2025

Want to know if Redtail crm or Sage 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 Sage CRM Reviews

	Redtail crm	Sage CRM
Trustpilot Rating	No Rating	4.3
Number of Trustpilot Reviews	No Review	17,400
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 Sage CRM Pricing

	Redtail crm	Sage CRM
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	No
Free Trial Length	30 day	NA
Cheapest Plan Name	Launch	Standard
Cheapest Plan Cost Per Month	Not Listed	Not Listed
Mid Priced Plan Name	NA	NA
Mid Priced Plan Cost Per Month	Not Listed	Not Listed
Top Plan Name	Growth	NA
Top Plan Cost Per Month	$59	Not Listed

Redtail crm vs Sage CRM Features

Redtail crm Launch vs Sage CRM Standard

Redtail crm Launch

Sage CRM Standard

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

Reporting
Quotes and orders
Forecasting
MailChimp support
Collaboration
Automated campaigns
Actionable reports
Survey customers

Redtail crm NA vs Sage CRM NA

Redtail crm NA	Sage CRM NA
NA	NA

Redtail crm Growth vs Sage CRM NA

Redtail crm Growth

Sage CRM NA

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

Redtail crm vs Sage CRM Integrations

Redtail crm	Sage CRM
ReminderCall.com Levitate Referral Factory Formstack Documents OnceHub Intulse AdvisorStream ShareDocView Appointment Reminder HiddenLevers	Mailchimp Procore Microsoft Outlook Infraspeak WorkPal Praxedo Esker Leadoo GoCardless Zigaflow

* 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	Sage CRM
API	Yes	No
Outlook Integration	No	Yes
Gmail Integration	No	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	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	No
Invoicing	No	No
Marketing Automation	No	No
Email Marketing	No	No
SMS & Text Messaging	Yes	No
Project Management	No	No
AI	Yes	Yes
Voip & Telephony Integration	No	No
Dialer	No	No
Contract Management	No	No
Inventory Management	No	No
Quoting	No	Yes
Drip Marketing	No	No
Customer Portal	Yes	No
Appointment Scheduling	Yes	No
Workflow Automation & Management	Yes	Yes
ERP	No	No
Order Management	No	Yes
Ticketing System	No	No
Call Recording	No	No
Call Tracking	No	No
Task Management	Yes	No
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 Sage CRM Industry Specific CRM Solutions

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

	Redtail crm	Sage CRM
Accountants & Accounting Firms	No	Yes
Architects & Architecture Firms	No	No
Automotive Industry	No	Yes
Banks & Banking	No	No
Call Centers	No	No
Car & Auto Dealerships	No	No
Charity & Non-profit	No	Yes
Churches	No	No
Cleaners & Cleaning Businesses	No	No
Coaches	No	No
Consultants & Consulting Firms	No	No
Construction	No	Yes
Contractors	No	Yes
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	Yes
Freight Brokers & Forwarders	No	No
Government & Public Sector	No	No
Graphic Designers & Creatives	No	No
Gyms	No	No
Healthcare Providers	No	Doesn’t mention CRM for healthcare
Hotels & Hospitality	No	Yes
HVAC	No	No
Insurance Agents	No	No
Investment Banking	No	No
Landscapers	No	No
Lawyers & Law Firms	No	No
Logistics	No	No
Manufacturing	No	CRM not specifically for this sector
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	Doesn’t offer CRM, just ERP & finance
Property Management	No	No
Real Estate	No	No
Recruiting & Recruitment Agencies	No	No
Restaurants	No	No
Retail	No mention of retail	Yes
Roofers & Roofing	No	No
SaaS	No	CRM integration only
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	ERP & Accounting on industry page

Redtail crm vs Sage CRM Pros & Cons

Redtail crm Pros Comprehensive Solution for Organizing Client Data Designed for financial services industry Email archiving	Sage CRM Pros Easy to track logs and reports Ingested and processed customer data in real time Good for pipeline management
Redtail crm Cons The interface could be more intuitive More robust mobile app Limited Integration Options	Sage CRM Cons Slow customer support System occasionally freeze up and need to be restarted Not an out-of-the-box solution

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