Redtail alternatives & reviews

Redtail logo

Redtail

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Redtail CRM is online software with detailed contact info (even spouse) and with support for call scripts, templates, notes, and integrations. The team options are also robust (every team is splittable into smaller units), which shows some attractive AGILE options. Leads are detailed, and native integration into MoneyGuidePro and Laser App can automatize some of the routine tasks. Unfortunately, Redtail CRM has no import functions, which makes the shift almost impossible (especially if you have any data). Technically, you can send your data via email, and they will import it for you, but that is not a practice you should support. This limitation makes this CRM good for smaller companies or freshly created ones.

Alternatives to Redtail

Pipedrive logo

Pipedrive

23

When it comes to CRMs that are trying to help your business, Pipedrive is one of them. Not only do they have various tutorials on how to use their software to its fullest potential, but they also…

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Pipelinedeals logo

Pipelinedeals

21

PipelineDeals is a sales-oriented CRM that does little but right. Contact info is not excessive, but their notes give you much space for additional details. Task and event creation are quick, and you…

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Streak logo

Streak

20

Streak is a minimalistic browser extension that can improve your Gmain into a working CRM. It works in Google Chrome and Safari; one day, it could work in Firefox or other browsers as well. Using…

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Freshsales logo

Freshsales

15

Freshsales is its own space for business solutions with a quick CRM setup. Click in their sales option, and their substantial database is ready. Importing is quick (test 100 contacts took less than 5…

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Pipeliner logo

Pipeliner

15

Pipeliner is older CRM software with a personal knowledgebase - the place where you can understand the scope of this tool. It uses some interesting ideas such as Kanban for Opportunities management,…

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Hubspot logo

Hubspot

14

Hubspot is a multiplatform CRM software with a wide selection of functionalities. They group them into three main categories: marketing, sales, and service (customer support). You can use all tools…

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Agile Crm logo

Agile Crm

14

AgileCRM is a CRM software for all sizes of businesses, which is why they at start allow you to customize the app just for your needs. The Sales panel is the one containing CRM, and maybe you will…

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Vcita logo

Vcita

14

Vcita is a CRM solution that relies on its client portal, which is an automatic "website" where your customers can contact you, invite themselves into your CRM, pay you, or send you a file. It also…

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Apptivo logo

Apptivo

14

Apptivo is a CRM that has customization in its focus, and if you decide to use it, you should as well. The full scope of Apptivo is broad, maybe too wide for a newcomer. It has G-suite and Office…

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Podio logo

Podio

12

Podio is CRM software that aims at collaboration between team members and has support for custom workflows and pipelines. It is a business platform with its calendar that makes teamwork more…

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Capsule logo

Capsule

9

Capsule is a standalone online software that takes care of your customer data. This CRM creates a subdomain for you that anyone from the team can use. The team behind Capsule has built an excellent…

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Monday.Com logo

Monday.Com

9

Monday.com aims to keep you organized, and everything is you-centric. That means before the first usage, you go through a setup questionnaire. Afterward, the board is waiting on you. It has…

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Salesforce Crm logo

Salesforce Crm

9

Salesforce CRM is one of the most known tools for customer relationship management. During their 30 days of the free trial, you can experience all possibilities this tool has. Their contact settings…

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Zoho Crm logo

Zoho Crm

7

Zoho CRM is part of the Zoho enterprise solution for businesses of all sizes. Their strengths are in robust reporting tools that can track even your expected revenue based on leads and lead stages.…

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Nutshell logo

Nutshell

7

Nutshell is a friendly CRM that welcomes all businesses, which is why they organize live demos for newcomers. The app is customizable. Their database works with you in mind, which all the small…

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Engagebay logo

Engagebay

5

This free (for 15 users) CRM comes with many tools suited for internet services. Using their website tools, you can create forms, pop-ups (with a call to action themes), and even landing pages.…

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Salesflare logo

Salesflare

1

Salesflare is a database software that can serve as CRM for both B2B and B2C. For digital companies, you can use Zapier or PieSync to integrate your processes better. A huge advantage is a Salesflare…

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