SugarCRM vs Redtail crm Reviews & Pricing In 2025

Want to know if SugarCRM 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.

SugarCRM vs Redtail crm Reviews

	SugarCRM	Redtail crm
Trustpilot Rating	2.5	No Rating
Number of Trustpilot Reviews	144	No Review
iPhone App Rating	4	4.6
Number of iPhone App Reviews	68	586
Android App Rating	3.7	3.5
Number of Android App Reviews	476	208

Sources

SugarCRM vs Redtail crm Pricing

	SugarCRM	Redtail crm
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	7 day	30 day
Cheapest Plan Name	Essentials	Launch
Cheapest Plan Cost Per Month	$85	Not Listed
Mid Priced Plan Name	Advanced	NA
Mid Priced Plan Cost Per Month	$85	Not Listed
Top Plan Name	Premier	Growth
Top Plan Cost Per Month	$135	$59

SugarCRM vs Redtail crm Features

SugarCRM Essentials vs Redtail crm Launch

SugarCRM Essentials

Redtail crm Launch

Account & contact management
Lead & opportunity management
Basic workflows
Activity management
Reporting & analytics
Basic 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
CIient Portal
Proposal Generation with New Account Opening
Stress Test Risk Score

SugarCRM Advanced vs Redtail crm NA

SugarCRM Advanced	Redtail crm NA
Account & contact management Lead & opportunity management Basic workflows Activity management Reporting & analytics Basic support Advanced workflows Omnichannel communications Pipeline management & analytics Forecasting Mobility Intelligent Lead & Opportunity Prioritization Standard support Mail & Calendar Integration 3rd-party integrations	NA

SugarCRM Premier vs Redtail crm Growth

SugarCRM Premier

Redtail crm Growth

Account & contact management
Lead & opportunity management
Basic workflows
Activity management
Reporting & analytics
Basic support
Advanced workflows
Omnichannel communications
Pipeline management & analytics
Forecasting
Mobility
Intelligent Lead & Opportunity Prioritization
Standard support
Mail & Calendar Integration
3rd-party integrations
Guided selling
Enhanced forecasting
Geo mapping
Data enrichment & news feed
2x the storage
Enhanced 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

SugarCRM vs Redtail crm Integrations

SugarCRM	Redtail crm
Acuity Hubspot Marketo Quickbooks Salesloft Shopify Xpressdocs Zendesk	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

	SugarCRM	Redtail crm
API	Yes	Yes
Outlook Integration	No	No
Gmail Integration	Yes	No
QuickBooks Integration	Yes	No
Shopify Integration	Yes	No
WordPress Integration	Yes	No
Mailchimp Integration	Yes	Yes
WhatsApp integration	No	No
Facebook Integration	No	No
LinkedIn Integration	Yes	No
Twitter/X Integration	No	No
Google Calendar Integration	Yes	No
Excel Integration	No	No
Office 365 Integration	No	No
Google Sheets Integration	No	No
Xero Integration	Yes	No
Notion Integration	No	No
Asana Integration	No	No
Trello Integration	No	No
Zapier Integration	Yes	Yes
Invoicing	No	No
Marketing Automation	Yes	No
Email Marketing	No	No
SMS & Text Messaging	No	Yes
Project Management	No	No
AI	Yes	Yes
Voip & Telephony Integration	No	No
Dialer	No	No
Contract Management	Yes	No
Inventory Management	No	No
Quoting	Yes	No
Drip Marketing	Yes	No
Customer Portal	Yes	Yes
Appointment Scheduling	No	Yes
Workflow Automation & Management	Yes	Yes
ERP	No	No
Order Management	No	No
Ticketing System	Yes	No
Call Recording	No	No
Call Tracking	No	No
Task Management	Yes	Yes
Paypal & Payment Processing	Yes	No
Document Management	No	Yes
Shared Inbox	No	No
Create Landing Pages	Yes	No
Chat Function	Yes	Yes
Website Builder	No	No
Help Desk	No	Yes
GPS Tracking	No	No
Loyalty Program	No	No
Cloud Storage	Yes	Yes
Document Storage	Yes	Yes
Mapping	Yes	No

SugarCRM vs Redtail crm Industry Specific CRM Solutions

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

	SugarCRM	Redtail crm
Accountants & Accounting Firms	No	No
Architects & Architecture Firms	Yes	No
Automotive Industry	No	No
Banks & Banking	Yes	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	Doesn’t offer consultant CRM	No
Construction	No	No
Contractors	No	No
Co-working	No	No
Credit Unions	Yes	No
Customer Service	Yes	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	Yes	No
Graphic Designers & Creatives	No	No
Gyms	No	No
Healthcare Providers	No	No
Hotels & Hospitality	No	No
HVAC	No	No
Insurance Agents	Yes	No
Investment Banking	Yes	No
Landscapers	No	No
Lawyers & Law Firms	No	No
Logistics	Yes	No
Manufacturing	Yes	No
Marketing	No	No
Mortgage Brokers & Loan Offices	No	No
Movers & Moving Companies	Yes	No
Museums	No	No
Personal Trainers	No	No
Photographers	No	No
Plumbers	No	No
Political Campaigns	No	No
Private Equity	Yes	No
Professional Services	Yes	No
Property Management	No	No
Real Estate	No	No
Recruiting & Recruitment Agencies	Yes	No
Restaurants	No	No
Retail	No	No mention of retail
Roofers & Roofing	No	No
SaaS	Yes	No
Schools	No	No
Senior Living	No	No
Solar Businesses	No	No
Sports Teams	No	No
Staffing Agencies	Yes	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	No

SugarCRM vs Redtail crm Pros & Cons

SugarCRM Pros AI-powered data analysis Functionality and easy to use Developer tools for customization	Redtail crm Pros Comprehensive Solution for Organizing Client Data Designed for financial services industry Email archiving
SugarCRM Cons No free plan Complex enough to require a significant learning curve Very difficult to use email campaign	Redtail crm Cons The interface could be more intuitive More robust mobile app Limited Integration Options

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