• Skip to primary navigation
  • Skip to main content
Switch On Business

Switch On Business

  • Secretary of State Search
  • Registered Agent Services
  • CRM
  • Payroll Software
  • Accounting Software
  • Show Search
Hide Search

Workbooks 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 Workbooks 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.

 

Workbooks vs Redtail crm Reviews

WorkbooksRedtail crm
Trustpilot RatingNo RatingNo Rating
Number of Trustpilot ReviewsNo ReviewNo Review
iPhone App Rating54.6
Number of iPhone App Reviews3586
Android App RatingNo Rating3.5
Number of Android App ReviewsNo Review208

Sources

  • https://www.trustpilot.com/review/workbooks.com
  • https://www.trustpilot.com/review/corporate.redtailtechnology.com
  • https://apps.apple.com/us/app/workbooks-crm-mobile/id990628677
  • https://apps.apple.com/us/app/redtail-crm/id1088069067
  • https://play.google.com/store/apps/details?id=com.Workbooks.WBMobileApp&hl=en_US&gl=US
  • https://play.google.com/store/apps/details?id=com.redtail&hl=en_US&gl=US

Workbooks vs Redtail crm Pricing

WorkbooksRedtail crm
Free PlanNoNo
Free Plan LimitsNANA
Free TrialYesYes
Free Trial Length30 day30 day
Cheapest Plan NameStandardLaunch
Cheapest Plan Cost Per MonthNot ListedNot Listed
Mid Priced Plan NameNANA
Mid Priced Plan Cost Per MonthNot ListedNot Listed
Top Plan NameBusinessGrowth
Top Plan Cost Per Month$88$59

Workbooks vs Redtail crm Features

Workbooks Standard vs Redtail crm Launch

Workbooks StandardRedtail crm Launch
  • Contact Management
  • Pipeline Management
  • Customer Service
  • Marketing Automation
  • 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

Workbooks NA vs Redtail crm NA

Workbooks NARedtail crm NA
NANA

Workbooks Business vs Redtail crm Growth

Workbooks BusinessRedtail crm Growth
  • Contact Management
  • Pipeline Management
  • Customer Service
  • Marketing Automation
  • Order Processing
  • Invoicing
  • Credit Notes
  • Supplier Purchase Orders
  • 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

Workbooks vs Redtail crm Integrations

WorkbooksRedtail crm
  • Mailchimp
  • Basecamp
  • HubSpot
  • FreshBooks
  • Zapier
  • Box
  • Dropbox Sign
  • Constant Contact
  • Adobe Acrobat Sign
  • Nextiva
  • 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

WorkbooksRedtail crm
APIYesYes
Outlook IntegrationYesNo
Gmail IntegrationNoNo
QuickBooks IntegrationNoNo
Shopify IntegrationNoNo
WordPress IntegrationNoNo
Mailchimp IntegrationYesYes
WhatsApp integrationNoNo
Facebook IntegrationNoNo
LinkedIn IntegrationNoNo
Twitter/X IntegrationNoNo
Google Calendar IntegrationNoNo
Excel IntegrationNoNo
Office 365 IntegrationNoNo
Google Sheets IntegrationNoNo
Xero IntegrationNoNo
Notion IntegrationNoNo
Asana IntegrationNoNo
Trello IntegrationNoNo
Zapier IntegrationYesYes
InvoicingYesNo
Marketing AutomationYesNo
Email MarketingNoNo
SMS & Text MessagingNoYes
Project ManagementNoNo
AINoYes
Voip & Telephony IntegrationNoNo
DialerNoNo
Contract ManagementYesNo
Inventory ManagementNoNo
QuotingYesNo
Drip MarketingNoNo
Customer PortalYesYes
Appointment SchedulingYesYes
Workflow Automation & ManagementYesYes
ERPNoNo
Order ManagementYesNo
Ticketing SystemNoNo
Call RecordingYesNo
Call TrackingNoNo
Task ManagementYesYes
Paypal & Payment ProcessingNoNo
Document ManagementYesYes
Shared InboxNoNo
Create Landing PagesNoNo
Chat FunctionYesYes
Website BuilderNoNo
Help DeskYesYes
GPS TrackingNoNo
Loyalty ProgramNoNo
Cloud StorageYesYes
Document StorageYesYes
MappingYesNo

Workbooks vs Redtail crm Industry Specific CRM Solutions

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

WorkbooksRedtail crm
Accountants & Accounting FirmsYesNo
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 ManagementYesNo
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
LogisticsYesNo
ManufacturingYesNo
MarketingNoNo
Mortgage Brokers & Loan OfficesNoNo
Movers & Moving CompaniesNoNo
MuseumsNoNo
Personal TrainersNoNo
PhotographersNoNo
PlumbersNoNo
Political CampaignsNoNo
Private EquityNoNo
Professional ServicesYesNo
Property ManagementNoNo
Real EstateNoNo
Recruiting & Recruitment AgenciesNoNo
RestaurantsNoNo
RetailNoNo mention of retail
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

Workbooks vs Redtail crm Pros & Cons

Workbooks Pros

  • Easy to use and very efficient
  • Automation capabilities
  • In-depth reporting and dashboards
Redtail crm Pros

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

  • Occasional Slowness and Downtime
  • Some fields are locked
  • Unintuitive and confusing process of building reports
Redtail crm Cons

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

Other CRM Software Comparisons


Pipeliner CRM vs Octopus CRM

SAP Sales Cloud vs Vtiger All-In-One CRM

Bixpand.com vs Chime CRM

ActiveCampaign vs Redtail crm

Pipeliner CRM vs Sage CRM

SuiteDash vs Podio

Pipeline CRM vs OnePageCRM

Floww.ai vs Ontraport

Keap vs Insightly CRM

Freshsales vs Ontraport

Switch On Business

Copyright © 2025 SwitchOnBusiness.com

Mailing Address:
Switch On Business
1178 Broadway, 3rd Floor #3166
New York, NY
10001
United States

Content is for informational purposes and is not legal or financial advice. All information was accurate at the time of publication but may have since changed.

Disclosure: Our content is reader-supported. This means if you click on some of our links, then we may earn a commission. Our team is committed to delivering honest, objective, and independent reviews all business products and services.

Please check our Privacy Policy page for more


Project Management Software

  • Home
  • About
  • Privacy Policy
  • Contact Us
  • Business Stats
Change Location
Find awesome listings near you!