Redtail crm vs SharpSpring Reviews & Pricing In 2025

Want to know if Redtail crm or SharpSpring 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 SharpSpring Reviews

	Redtail crm	SharpSpring
Trustpilot Rating	No Rating	2.2
Number of Trustpilot Reviews	No Review	8
iPhone App Rating	4.6	1.8
Number of iPhone App Reviews	586	27
Android App Rating	3.5	No Rating
Number of Android App Reviews	208	No Review

Sources

Redtail crm vs SharpSpring Pricing

	Redtail crm	SharpSpring
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	30 day	60 day
Cheapest Plan Name	Launch	Lite
Cheapest Plan Cost Per Month	Not Listed	$35
Mid Priced Plan Name	NA	Standard
Mid Priced Plan Cost Per Month	Not Listed	$35
Top Plan Name	Growth	Premium
Top Plan Cost Per Month	$59	$80

Redtail crm vs SharpSpring Features

Redtail crm Launch vs SharpSpring Lite

Redtail crm Launch

SharpSpring Lite

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

Drag & drop email templates
AI content recommendations**
Polls & Surveys
Reach and engagement reporting
Automated welcome email
Contact management
Web sign-up forms
Registration form
Payments
Sell products & services
SMS campaigns
Text-to-join
SMS reporting
Post on Facebook, Instagram, LinkedIn
Social reporting
Marketing campaign calendar
300+ integrations

Redtail crm NA vs SharpSpring Standard

Redtail crm NA

SharpSpring Standard

Drag & drop email templates
AI content recommendations**
Polls & Surveys
Scheduled email sends
Subject line A/B testing
Subject line recommendations
Subject line personalization
Reach and engagement reporting
Drilldown reporting
Newsletter archive
Automated welcome email
Resend to non-openers
Automation path templates
Contact management
Web sign-up forms
Contact segmentation
Custom segmentation
Contact activity segmentation
Registration form
Payments
Sell products & services
SMS campaigns
Text-to-join
SMS reporting
Post on Facebook, Instagram, LinkedIn
Social reporting
Schedule posts in advance
Social media ads manager
Marketing campaign calendar
300+ integrations

Redtail crm Growth vs SharpSpring Premium

Redtail crm Growth

SharpSpring Premium

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

Drag & drop email templates
AI content recommendations**
Polls & Surveys
Scheduled email sends
Subject line A/B testing
Subject line recommendations
Subject line personalization
Dynamic content in email
Reach and engagement reporting
Drilldown reporting
Engagement heat map
Newsletter archive
Automated welcome email
Resend to non-openers
Automation path templates
Custom automation paths
Contact management
Web sign-up forms
Contact segmentation
Custom segmentation
Contact activity segmentation
Registration form
Payments
Sell products & services
SMS campaigns
Text-to-join
SMS reporting
Post on Facebook, Instagram, LinkedIn
Social reporting
Schedule posts in advance
Social media ads manager
Facebook Lookalike Ad targeting
Retargeting Ads
Google Ads Manager
Marketing campaign calendar
300+ integrations
Revenue reporting
SEO recommendations

Redtail crm vs SharpSpring Integrations

Redtail crm	SharpSpring
ReminderCall.com Levitate Referral Factory Formstack Documents OnceHub Intulse AdvisorStream ShareDocView Appointment Reminder HiddenLevers	Litmus Shutterstock Salesforce Zapier Veeqo Tilkee Paperform FreshBooks ClickUp PandaDoc

* 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	SharpSpring
API	Yes	Yes
Outlook Integration	No	No
Gmail Integration	No	No
QuickBooks Integration	No	No
Shopify Integration	No	Yes
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	Yes
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	Yes
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	No
Document Management	Yes	No
Shared Inbox	No	No
Create Landing Pages	No	Yes
Chat Function	Yes	Yes
Website Builder	No	No
Help Desk	Yes	Yes
GPS Tracking	No	No
Loyalty Program	No	No
Cloud Storage	Yes	No
Document Storage	Yes	No
Mapping	No	No

Redtail crm vs SharpSpring Industry Specific CRM Solutions

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

	Redtail crm	SharpSpring
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	Yes
Email Marketing	No	Yes
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	No
Telemarketing	No	No
Therapists	No	No
Tour Operators	No	No
Travel Agents	No	No
Universities, College & Higher Education	No	No
Web Designers	No	Yes
Wholesalers & Distributors	No	No

Redtail crm vs SharpSpring Pros & Cons

Redtail crm Pros Comprehensive Solution for Organizing Client Data Designed for financial services industry Email archiving	SharpSpring Pros Numerous workflow templates Comprehensive Marketing Automation Intuitive design
Redtail crm Cons The interface could be more intuitive More robust mobile app Limited Integration Options	SharpSpring Cons Deteriorating service and malfunctioning features No free plan Limited features compared to its competitors

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