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Streak 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 Streak 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.

 

Streak vs Redtail crm Reviews

StreakRedtail crm
Trustpilot Rating3.9No Rating
Number of Trustpilot Reviews7No Review
iPhone App Rating4.84.6
Number of iPhone App Reviews1,200586
Android App Rating2.83.5
Number of Android App Reviews656208

Sources

  • https://www.trustpilot.com/review/www.streak.com
  • https://www.trustpilot.com/review/corporate.redtailtechnology.com
  • https://apps.apple.com/us/app/streaks/id963034692
  • https://apps.apple.com/us/app/redtail-crm/id1088069067
  • https://play.google.com/store/apps/details?id=com.mobile.streak&hl=en_US&gl=US
  • https://play.google.com/store/apps/details?id=com.redtail&hl=en_US&gl=US

Streak vs Redtail crm Pricing

StreakRedtail crm
Free PlanNoNo
Free Plan LimitsNANA
Free TrialYesYes
Free Trial Length14 day30 day
Cheapest Plan NameProLaunch
Cheapest Plan Cost Per Month$89Not Listed
Mid Priced Plan NamePro+NA
Mid Priced Plan Cost Per Month$89Not Listed
Top Plan NameEnterpriseGrowth
Top Plan Cost Per Month$159$59

Streak vs Redtail crm Features

Streak Pro vs Redtail crm Launch

Streak ProRedtail crm Launch
  • Advanced CRM
  • Mail merge 1500
  • Shared pipelines
  • 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

Streak Pro+ vs Redtail crm NA

Streak Pro+Redtail crm NA
  • Advanced reports
  • Automations & Integrations
  • Archived users
  • AI Co-Pilot
NA

Streak Enterprise vs Redtail crm Growth

Streak EnterpriseRedtail crm Growth
  • Custom roles
  • Data validation
  • Priority support
  • 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

Streak vs Redtail crm Integrations

StreakRedtail crm
  • Slack
  • Calendly
  • Zapier
  • Brevo
  • Typeform
  • HoneyBook
  • Make
  • Kixie PowerCall
  • Campaign Monitor
  • Unbounce
  • 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

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

Streak vs Redtail crm Industry Specific CRM Solutions

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

StreakRedtail 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 & ServicesNoYes
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 EstateYesNo
Recruiting & Recruitment AgenciesNoNo
RestaurantsNoNo
RetailNoNo mention of retail
Roofers & RoofingNoNo
SaaSYesNo
SchoolsNoNo
Senior LivingNoNo
Solar BusinessesNoNo
Sports TeamsNoNo
Staffing AgenciesNoNo
TelemarketingNoNo
TherapistsNoNo
Tour OperatorsNoNo
Travel AgentsYesNo
Universities, College & Higher EducationNoNo
Web DesignersNoNo
Wholesalers & DistributorsNoNo

Streak vs Redtail crm Pros & Cons

Streak Pros

  • Automation tools
  • Quite easy to set up
  • Helpful email solutions
Redtail crm Pros

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

  • Lacks the tools for proper marketing campaigns
  • Inconsistent customer service
  • Bug problems
Redtail crm Cons

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

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