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Salesmate vs Redtail 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 Salesmate or Redtail crm is the better or cheaper CRM software?

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

 

Salesmate vs Redtail crm Reviews

SalesmateRedtail crm
Trustpilot Rating3.8No Rating
Number of Trustpilot Reviews8No Review
iPhone App Rating4.74.6
Number of iPhone App Reviews473586
Android App Rating4.53.5
Number of Android App Reviews314208

Sources

  • https://www.trustpilot.com/review/www.salesmate.io
  • https://www.trustpilot.com/review/corporate.redtailtechnology.com
  • https://apps.apple.com/us/app/salesmate-sales-crm/id1114709439
  • https://apps.apple.com/us/app/redtail-crm/id1088069067
  • https://play.google.com/store/apps/details?id=com.rapidops.salesmate&hl=en_US&gl=US
  • https://play.google.com/store/apps/details?id=com.redtail&hl=en_US&gl=US

Salesmate vs Redtail crm Pricing

SalesmateRedtail crm
Free PlanNoNo
Free Plan LimitsNANA
Free TrialYesYes
Free Trial Length15 day30 day
Cheapest Plan NameBasicLaunch
Cheapest Plan Cost Per Month$49Not Listed
Mid Priced Plan NameProNA
Mid Priced Plan Cost Per Month$49Not Listed
Top Plan NameBusinessGrowth
Top Plan Cost Per Month$79$59

Salesmate vs Redtail crm Features

Salesmate Basic vs Redtail crm Launch

Salesmate BasicRedtail crm Launch
  • Contacts, Companies, Deals
  • Email Sync, Tracking & Templates
  • Multiple Pipeline Management
  • Standard Dashboard & Reports
  • Workflow Automation
  • Built-in Calling & Text
  • Web forms
  • Layout Builder
  • 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

Salesmate Pro vs Redtail crm NA

Salesmate ProRedtail crm NA
  • Contacts, Companies, Deals
  • Email Sync, Tracking & Templates
  • Multiple Pipeline Management
  • Standard Dashboard & Reports
  • Workflow Automation
  • Built-in Calling & Text
  • Web forms
  • Layout Builder
  • Product Management
  • Goal Management
  • Team Inbox
  • Workflow Automation
  • Layout Builder
  • Custom Roles
  • Field Based Permissions
  • Custom Dashboard & Reports
NA

Salesmate Business vs Redtail crm Growth

Salesmate BusinessRedtail crm Growth
  • Contacts, Companies, Deals
  • Email Sync, Tracking & Templates
  • Multiple Pipeline Management
  • Standard Dashboard & Reports
  • Workflow Automation
  • Built-in Calling & Text
  • Web forms
  • Layout Builder
  • Product Management
  • Goal Management
  • Team Inbox
  • Workflow Automation
  • Layout Builder
  • Custom Roles
  • Field Based Permissions
  • Custom Dashboard & Reports
  • Team Management
  • Custom Module
  • Power Dialer
  • More Layouts
  • Formula Fields
  • IP Restriction
  • Increased Workflow & Sequence Limits
  • 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

Salesmate vs Redtail crm Integrations

SalesmateRedtail crm
  • Brevo
  • DocuSign
  • HubSpot
  • Harvest
  • MailChimp
  • Slack
  • Zapier
  • Xero
  • Microsoft Teams
  • G Suite
  • ReminderCall.com
  • Levitate
  • Referral Factory
  • Formstack Documents
  • OnceHub
  • Intulse
  • AdvisorStream
  • ShareDocView
  • Appointment Reminder
  • HiddenLevers

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

Other Included Features

SalesmateRedtail crm
APIYesYes
Outlook IntegrationNoNo
Gmail IntegrationYesNo
QuickBooks IntegrationYesNo
Shopify IntegrationYesNo
WordPress IntegrationYesNo
Mailchimp IntegrationYesYes
WhatsApp integrationNoNo
Facebook IntegrationNoNo
LinkedIn IntegrationNoNo
Twitter/X IntegrationNoNo
Google Calendar IntegrationYesNo
Excel IntegrationNoNo
Office 365 IntegrationNoNo
Google Sheets IntegrationNoNo
Xero IntegrationYesNo
Notion IntegrationNoNo
Asana IntegrationNoNo
Trello IntegrationNoNo
Zapier IntegrationYesYes
InvoicingNoNo
Marketing AutomationYesNo
Email MarketingYesNo
SMS & Text MessagingYesYes
Project ManagementNoNo
AIYesYes
Voip & Telephony IntegrationNoNo
DialerYesNo
Contract ManagementNoNo
Inventory ManagementNoNo
QuotingNoNo
Drip MarketingYesNo
Customer PortalNoYes
Appointment SchedulingYesYes
Workflow Automation & ManagementYesYes
ERPNoNo
Order ManagementNoNo
Ticketing SystemNoNo
Call RecordingYesNo
Call TrackingYesNo
Task ManagementYesYes
Paypal & Payment ProcessingNoNo
Document ManagementYesYes
Shared InboxYesNo
Create Landing PagesYesNo
Chat FunctionYesYes
Website BuilderNoNo
Help DeskYesYes
GPS TrackingNoNo
Loyalty ProgramNoNo
Cloud StorageYesYes
Document StorageYesYes
MappingYesNo

Salesmate vs Redtail crm Industry Specific CRM Solutions

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

SalesmateRedtail crm
Accountants & Accounting FirmsNoNo
Architects & Architecture FirmsNoNo
Automotive IndustryNoNo
Banks & BankingNoNo
Call CentersYesNo
Car & Auto DealershipsNoNo
Charity & Non-profitNoNo
ChurchesNoNo
Cleaners & Cleaning BusinessesNoNo
CoachesNoNo
Consultants & Consulting FirmsYesNo
ConstructionYesNo
ContractorsNoNo
Co-workingNoNo
Credit UnionsNoNo
Customer ServiceNoNo
DentistsNoNo
DoctorsNoNo
EcommerceNoNo
Email MarketingYesNo
Electricians & Electrical ContractorsNoNo
Engineers & Engineering FirmsNoNo
Event ManagementYesNo
Field ServiceNoNo
Financial Advisors & ServicesYesYes
Freight Brokers & ForwardersNoNo
Government & Public SectorNoNo
Graphic Designers & CreativesNoNo
GymsNoNo
Healthcare ProvidersNoNo
Hotels & HospitalityNoNo
HVACNoNo
Insurance AgentsYesNo
Investment BankingNoNo
LandscapersNoNo
Lawyers & Law FirmsYesNo
LogisticsNoNo
ManufacturingNoNo
MarketingYesNo
Mortgage Brokers & Loan OfficesNoNo
Movers & Moving CompaniesNoNo
MuseumsNoNo
Personal TrainersNoNo
PhotographersNoNo
PlumbersNoNo
Political CampaignsNoNo
Private EquityNoNo
Professional ServicesNoNo
Property ManagementNoNo
Real EstateYesNo
Recruiting & Recruitment AgenciesNoNo
RestaurantsNoNo
RetailNoNo mention of retail
Roofers & RoofingNoNo
SaaSYesNo
SchoolsNoNo
Senior LivingNoNo
Solar BusinessesNoNo
Sports TeamsNoNo
Staffing AgenciesNoNo
TelemarketingNoNo
TherapistsNoNo
Tour OperatorsYesNo
Travel AgentsYesNo
Universities, College & Higher EducationYesNo
Web DesignersNoNo
Wholesalers & DistributorsNoNo

Salesmate vs Redtail crm Pros & Cons

Salesmate Pros

  • Comprehensive features
  • Customizable Pipelines
  • Email campaign tracking mechanism
Redtail crm Pros

  • Comprehensive Solution for Organizing Client Data
  • Designed for financial services industry
  • Email archiving
Salesmate Cons

  • Challenges migrating data from other systems
  • Lacks robust marketing automation
  • Inconsistent functionality across devices
Redtail crm Cons

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

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