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Redtail crm vs Simply 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 Redtail crm or Simply 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 Simply crm Reviews

Redtail crmSimply crm
Trustpilot RatingNo Rating4.1
Number of Trustpilot ReviewsNo Review82
iPhone App Rating4.62.1
Number of iPhone App Reviews5867
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/simply-crm.com
  • https://apps.apple.com/us/app/redtail-crm/id1088069067
  • https://apps.apple.com/us/app/simply-crm/id1491741115
  • https://play.google.com/store/apps/details?id=com.redtail&hl=en_US&gl=US
  • https://play.google.com/store/apps/details?id=com.simplycrm.mobileappnew&hl=en_US&gl=US

Redtail crm vs Simply crm Pricing

Redtail crmSimply crm
Free PlanNoNo
Free Plan LimitsNANA
Free TrialYesYes
Free Trial Length30 day14 day
Cheapest Plan NameLaunchStarter
Cheapest Plan Cost Per MonthNot Listed$28
Mid Priced Plan NameNAProfessionalMOST
Mid Priced Plan Cost Per MonthNot Listed$28
Top Plan NameGrowthEnterprise
Top Plan Cost Per Month$59$47

Redtail crm vs Simply crm Features

Redtail crm Launch vs Simply crm Starter

Redtail crm LaunchSimply 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
  • Dashboards
  • Lead management
  • Contact management
  • Organisation management
  • Opportunities & deals
  • Visual pipeline
  • Mobile app
  • 24/7 support

Redtail crm NA vs Simply crm ProfessionalMOST

Redtail crm NASimply crm ProfessionalMOST
NA
  • Invoices & quotes
  • Sales orders
  • Products & services
  • Price books
  • Service contracts
  • Purchase orders
  • Vendor management
  • Campaigns
  • Projects
  • Webforms
  • Helpdesk & support tickets
  • FAQ’s
  • Full reporting
  • Advanced permissions & user profiles
  • Email integration
  • Automation
  • Workflows
  • Basic integrations
  • Dashboards
  • Lead management
  • Contact management
  • Organisation management
  • Opportunities & deals
  • Visual pipeline
  • Mobile app
  • 24/7 support

Redtail crm Growth vs Simply crm Enterprise

Redtail crm GrowthSimply crm Enterprise
  • 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
  • Behavior prediction (AI)
  • Custom buttons & layouts
  • ERP integrations
  • VOIP telephony
  • API integrations
  • Invoices & quotes
  • Sales orders
  • Products & services
  • Price books
  • Service contracts
  • Purchase orders
  • Vendor management
  • Campaigns
  • Projects
  • Webforms
  • Helpdesk & support tickets
  • FAQ’s
  • Full reporting
  • Advanced permissions & user profiles
  • Email integration
  • Automation
  • Workflows
  • Basic integrations
  • Dashboards
  • Lead management
  • Contact management
  • Organisation management
  • Opportunities & deals
  • Visual pipeline
  • Mobile app
  • 24/7 support

Redtail crm vs Simply crm Integrations

Redtail crmSimply crm
  • ReminderCall.com
  • Levitate
  • Referral Factory
  • Formstack Documents
  • OnceHub
  • Intulse
  • AdvisorStream
  • ShareDocView
  • Appointment Reminder
  • HiddenLevers
  • Mailchimp
  • Xero
  • Twilio
  • Magento
  • Google Apps
  • Shopify
  • Lasso
  • Facebook
  • Quickbooks
  • Signaturit

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

Other Included Features

Redtail crmSimply crm
APIYesNo
Outlook IntegrationNoYes
Gmail IntegrationNoYes
QuickBooks IntegrationNoYes
Shopify IntegrationNoYes
WordPress IntegrationNoYes
Mailchimp IntegrationYesYes
WhatsApp integrationNoYes
Facebook IntegrationNoYes
LinkedIn IntegrationNoNo
Twitter/X IntegrationNoYes
Google Calendar IntegrationNoYes
Excel IntegrationNoNo
Office 365 IntegrationNoNo
Google Sheets IntegrationNoYes
Xero IntegrationNoYes
Notion IntegrationNoNo
Asana IntegrationNoNo
Trello IntegrationNoNo
Zapier IntegrationYesYes
InvoicingNoYes
Marketing AutomationNoYes
Email MarketingNoNo
SMS & Text MessagingYesYes
Project ManagementNoYes
AIYesNo
Voip & Telephony IntegrationNoYes
DialerNoNo
Contract ManagementNoNo
Inventory ManagementNoNo
QuotingNoYes
Drip MarketingNoYes
Customer PortalYesNo
Appointment SchedulingYesNo
Workflow Automation & ManagementYesYes
ERPNoYes
Order ManagementNoYes
Ticketing SystemNoYes
Call RecordingNoNo
Call TrackingNoYes
Task ManagementYesYes
Paypal & Payment ProcessingNoNo
Document ManagementYesNo
Shared InboxNoNo
Create Landing PagesNoNo
Chat FunctionYesYes
Website BuilderNoNo
Help DeskYesYes
GPS TrackingNoNo
Loyalty ProgramNoNo
Cloud StorageYesYes
Document StorageYesYes
MappingNoNo

Redtail crm vs Simply crm Industry Specific CRM Solutions

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

Redtail crmSimply crm
Accountants & Accounting FirmsNoNo
Architects & Architecture FirmsNoNo
Automotive IndustryNoNo
Banks & BankingNoNo
Call CentersNoNo
Car & Auto DealershipsNoNo
Charity & Non-profitNoNo
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 ManagementNoNo
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 Simply crm Pros & Cons

Redtail crm Pros

  • Comprehensive Solution for Organizing Client Data
  • Designed for financial services industry
  • Email archiving
Simply crm Pros

  • Intuitive and User-Friendly Interface
  • Manage business resources optimally and timely
  • Centralized Data Storage
Redtail crm Cons

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

  • Complex Integration Process
  • Limited Features and Automation
  • Difficult to get real time notification about the client activities

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