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Zoho CRM 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 Zoho CRM 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.

 

Zoho CRM vs Redtail crm Reviews

Zoho CRMRedtail crm
Trustpilot Rating4.3No Rating
Number of Trustpilot Reviews4,674No Review
iPhone App Rating4.44.6
Number of iPhone App Reviews2,300586
Android App Rating3.53.5
Number of Android App Reviews5,080208

Sources

  • https://www.trustpilot.com/review/www.zoho.com
  • https://www.trustpilot.com/review/corporate.redtailtechnology.com
  • https://apps.apple.com/us/app/zoho-crm-sales-marketing/id444908810
  • https://apps.apple.com/us/app/redtail-crm/id1088069067
  • https://play.google.com/store/apps/details?id=com.zoho.crm&hl=en_US&gl=US
  • https://play.google.com/store/apps/details?id=com.redtail&hl=en_US&gl=US

Zoho CRM vs Redtail crm Pricing

Zoho CRMRedtail crm
Free PlanNoNo
Free Plan LimitsNANA
Free TrialYesYes
Free Trial Length15 day30 day
Cheapest Plan NameStandardLaunch
Cheapest Plan Cost Per Month$50Not Listed
Mid Priced Plan NameEnterpriseNA
Mid Priced Plan Cost Per Month$50Not Listed
Top Plan NameUltimateGrowth
Top Plan Cost Per Month$65$59

Zoho CRM vs Redtail crm Features

Zoho CRM Standard vs Redtail crm Launch

Zoho CRM StandardRedtail crm Launch
  • Basic modules
  • Tasks, calls, events
  • Advanced filters
  • Multiple pipelines
  • Scoring rules
  • Sales forecasting
  • Email insights
  • Multiple currencies
  • Workflow rules
  • Email notifications
  • Homepage customization
  • Rename tabs
  • Custom list views
  • Custom fields
  • Canvas
  • Tab groups
  • Predefined reports
  • Predefined dashboards
  • Custom reports and dashboards (Limited)
  • Basic dashboard components
  • Analytics mobile app
  • Email templates
  • Email authentication
  • Mass email
  • Social profile integration
  • Functions
  • Profiles
  • Role-based hierarchy
  • Multiple organizations
  • GDPR compliance
  • CRM audit logs
  • IP address restriction
  • 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

Zoho CRM Enterprise vs Redtail crm NA

Zoho CRM EnterpriseRedtail crm NA
  • Basic modules
  • Tasks, calls, events
  • Advanced filters
  • Multiple pipelines
  • Scoring rules
  • Sales forecasting
  • Email insights
  • Multiple currencies
  • Macros
  • SalesSignals
  • Assignment rules
  • Multiple scoring rules
  • Custom SalesSignals
  • Email parsers
  • Data entry wizards
  • Portals
  • Workflow rules
  • Email notifications
  • Blueprint
  • Webhooks
  • Record approval process
  • Data review process
  • Custom functions
  • CommandCenter
  • Homepage customization
  • Rename tabs
  • Custom list views
  • Custom fields
  • Canvas
  • Tab groups
  • Validation rules
  • Custom modules
  • Custom buttons
  • Page layouts
  • Translations
  • Developer sandbox
  • Predefined reports
  • Predefined dashboards
  • Custom reports and dashboards (Limited)
  • Basic dashboard components
  • Analytics mobile app
  • Custom reports and dashboards (Unlimited)
  • Advanced dashboard components
  • Anomaly detectors
  • Webform analytics
  • Data enrichment
  • Prediction
  • AI sales forecasting
  • Anomaly detection
  • Recommendation
  • AI analytics
  • Communication
  • Image validation
  • Conversational AI
  • Email intelligence
  • Conversation intelligence
  • Voice of the Customer
  • Email templates
  • Email authentication
  • Mass email
  • Social profile integration
  • Email relay
  • CRM for Google Ads
  • Attribution
  • Segmentation
  • Auto-responders
  • Functions
  • Client Script
  • Widgets
  • Circuits
  • Profiles
  • Role-based hierarchy
  • Multiple organizations
  • GDPR compliance
  • CRM audit logs
  • IP address restriction
  • Field-level security
  • Reporting hierarchy
  • Record-level sharing
  • Territory management
  • Data encryption
NA

Zoho CRM Ultimate vs Redtail crm Growth

Zoho CRM UltimateRedtail crm Growth
  • Basic modules
  • Tasks, calls, events
  • Advanced filters
  • Multiple pipelines
  • Scoring rules
  • Sales forecasting
  • Email insights
  • Multiple currencies
  • Macros
  • SalesSignals
  • Assignment rules
  • Multiple scoring rules
  • Custom SalesSignals
  • Email parsers
  • Data entry wizards
  • Portals
  • Workflow rules
  • Email notifications
  • Blueprint
  • Webhooks
  • Record approval process
  • Data review process
  • Custom functions
  • CommandCenter
  • Homepage customization
  • Rename tabs
  • Custom list views
  • Custom fields
  • Canvas
  • Tab groups
  • Validation rules
  • Custom modules
  • Custom buttons
  • Page layouts
  • Translations
  • Developer sandbox
  • Predefined reports
  • Predefined dashboards
  • Custom reports and dashboards (Limited)
  • Basic dashboard components
  • Analytics mobile app
  • Custom reports and dashboards (Unlimited)
  • Advanced dashboard components
  • Anomaly detectors
  • Webform analytics
  • Zoho Analytics
  • Data enrichment
  • Prediction
  • AI sales forecasting
  • Anomaly detection
  • Recommendation
  • AI analytics
  • Communication
  • Image validation
  • Conversational AI
  • Email intelligence
  • Conversation intelligence
  • Voice of the Customer
  • Email templates
  • Email authentication
  • Mass email
  • Social profile integration
  • Email relay
  • CRM for Google Ads
  • Attribution
  • Segmentation
  • Auto-responders
  • Functions
  • Client Script
  • Widgets
  • Circuits
  • Profiles
  • Role-based hierarchy
  • Multiple organizations
  • GDPR compliance
  • CRM audit logs
  • IP address restriction
  • Field-level security
  • Reporting hierarchy
  • Record-level sharing
  • Territory management
  • Data encryption
  • 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

Zoho CRM vs Redtail crm Integrations

Zoho CRMRedtail crm
  • Google Workspace
  • Microsoft 365
  • Twilio
  • Klenty
  • Xero
  • Slack
  • Zapier
  • PandaDoc
  • Dropbox
  • ActiveCampaign
  • 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

Zoho CRMRedtail crm
APIYesYes
Outlook IntegrationYesNo
Gmail IntegrationYesNo
QuickBooks IntegrationYesNo
Shopify IntegrationYesNo
WordPress IntegrationYesNo
Mailchimp IntegrationYesYes
WhatsApp integrationYesNo
Facebook IntegrationYesNo
LinkedIn IntegrationYesNo
Twitter/X IntegrationYesNo
Google Calendar IntegrationYesNo
Excel IntegrationYesNo
Office 365 IntegrationYesNo
Google Sheets IntegrationYesNo
Xero IntegrationYesNo
Notion IntegrationYesNo
Asana IntegrationYesNo
Trello IntegrationYesNo
Zapier IntegrationYesYes
InvoicingYesNo
Marketing AutomationYesNo
Email MarketingYesNo
SMS & Text MessagingNoYes
Project ManagementYesNo
AIYesYes
Voip & Telephony IntegrationYesNo
DialerNoNo
Contract ManagementYesNo
Inventory ManagementYesNo
QuotingYesNo
Drip MarketingYesNo
Customer PortalYesYes
Appointment SchedulingYesYes
Workflow Automation & ManagementYesYes
ERPNoNo
Order ManagementNoNo
Ticketing SystemNoNo
Call RecordingNoNo
Call TrackingNoNo
Task ManagementYesYes
Paypal & Payment ProcessingYesNo
Document ManagementYesYes
Shared InboxNoNo
Create Landing PagesYesNo
Chat FunctionYesYes
Website BuilderYesNo
Help DeskYesYes
GPS TrackingNoNo
Loyalty ProgramYesNo
Cloud StorageYesYes
Document StorageYesYes
MappingYesNo

Zoho CRM vs Redtail crm Industry Specific CRM Solutions

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

Zoho CRMRedtail crm
Accountants & Accounting FirmsYesNo
Architects & Architecture FirmsNoNo
Automotive IndustryYesNo
Banks & BankingYesNo
Call CentersNoNo
Car & Auto DealershipsYesNo
Charity & Non-profitYesNo
ChurchesNoNo
Cleaners & Cleaning BusinessesNoNo
CoachesYesNo
Consultants & Consulting FirmsYesNo
ConstructionNoNo
ContractorsNoNo
Co-workingNoNo
Credit UnionsYesNo
Customer ServiceYesNo
DentistsYesNo
DoctorsYesNo
EcommerceYesNo
Email MarketingYesNo
Electricians & Electrical ContractorsNoNo
Engineers & Engineering FirmsNoNo
Event ManagementYesNo
Field ServiceYesNo
Financial Advisors & ServicesYesYes
Freight Brokers & ForwardersNoNo
Government & Public SectorNoNo
Graphic Designers & CreativesYesNo
GymsYesNo
Healthcare ProvidersYesNo
Hotels & HospitalityYesNo
HVACNoNo
Insurance AgentsYesNo
Investment BankingYesNo
LandscapersNoNo
Lawyers & Law FirmsYesNo
LogisticsYesNo
ManufacturingNoNo
MarketingYesNo
Mortgage Brokers & Loan OfficesNoNo
Movers & Moving CompaniesNoNo
MuseumsNoNo
Personal TrainersNoNo
PhotographersNoNo
PlumbersNoNo
Political CampaignsNoNo
Private EquityYesNo
Professional ServicesYesNo
Property ManagementYesNo
Real EstateYesNo
Recruiting & Recruitment AgenciesYesNo
RestaurantsNoNo
RetailYesNo mention of retail
Roofers & RoofingYesNo
SaaSYesNo
SchoolsYesNo
Senior LivingNoNo
Solar BusinessesNoNo
Sports TeamsNoNo
Staffing AgenciesYesNo
TelemarketingNoNo
TherapistsNoNo
Tour OperatorsYesNo
Travel AgentsYesNo
Universities, College & Higher EducationYesNo
Web DesignersYesNo
Wholesalers & DistributorsNoNo

Zoho CRM vs Redtail crm Pros & Cons

Zoho CRM Pros

  • Friendly UI and UX
  • 30- to 45-day money-back guarantee
  • Flexible setup for customization
Redtail crm Pros

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

  • AI features only on top tiers
  • Not good for Agile management
  • No-Code Integrations
Redtail crm Cons

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

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