---
description: Compare Redtail CRM vs Zoho CRM regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Redtail CRM vs Zoho CRM Comparison
---

Breadcrumb: [Home](/) > [iPad CRM Software](/directory/433/ipad/software) > [Redtail CRM \<span\>vs\</span\> Zoho CRM](https://www.softwareadvice.com.au/compare/76515/392464/redtail/vs/zoho-crm)

# Compare Redtail CRM vs Zoho CRM

Canonical: https://www.softwareadvice.com.au/compare/76515/392464/redtail/vs/zoho-crm

> Detailed comparison between Redtail CRM and Zoho CRM. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Redtail CRM | Zoho CRM |
| **Overall rating** | 4.1/5 | 4.3/5 |
| **Total Reviews** | 85 | 6964 |
| **Starting Price** | USD 39.00 | USD 14.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Redtail CRM

- Activity Tracking
- Appointment Scheduling
- CRM
- Calendar Management
- Client Management
- Collaboration Tools
- Contact Database
- Customer Database
- Customizable Reports
- Document Management
- Email Management
- For Startups
- Lead Management
- Reminders
- Reporting/Analytics
- Sales Pipeline Management
- Search/Filter
- Task Management
- Task Scheduling
- Workflow Management

### Zoho CRM

- Activity Tracking
- Appointment Scheduling
- CRM
- Calendar Management
- Client Management
- Collaboration Tools
- Contact Database
- Customer Database
- Customizable Reports
- Document Management
- Email Management
- For Startups
- Lead Management
- Reminders
- Reporting/Analytics
- Sales Pipeline Management
- Search/Filter
- Task Management
- Task Scheduling
- Workflow Management

## Links

- [View Redtail CRM Profile](https://www.softwareadvice.com.au/software/76515/redtail)
- [View Zoho CRM Profile](https://www.softwareadvice.com.au/software/392464/zoho-crm)
- [View Original Comparison](https://www.softwareadvice.com.au/compare/76515/392464/redtail/vs/zoho-crm)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Redtail CRM vs Zoho CRM Comparison","description":"Compare Redtail CRM vs Zoho CRM regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.com.au/compare/76515/392464/redtail/vs/zoho-crm","about":[{"@id":"https://www.softwareadvice.com.au/software/76515/redtail#software"},{"@id":"https://www.softwareadvice.com.au/software/392464/zoho-crm#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.com.au/compare/76515/392464/redtail/vs/zoho-crm#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.softwareadvice.com.au/compare/76515/392464/redtail/vs/zoho-crm#webpage","isPartOf":{"@id":"https://www.softwareadvice.com.au/#website"},"inLanguage":"en-AU","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"}},{"name":"Redtail CRM","description":"Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its features include database migration, reporting, client information, records and tags management, automated office operations, broadcasting emails and seminar management.\n\n\nRedtail CRM helps users send bulk messages and attachments to specific groups of clients and prospects. It enables them to plan and manage seminars, events and create reports of all activities. Additionally, it integrates with Morningstar, Riskalyze, LaserApp, Albridge and MoneyGuidePro, and it allows users to import data into and export data from the platform.\n\n\nRedtail CRM is available on iOS and Android devices, and it is available via monthly subscription. It backs up data to an offsite location, which can be accessed whenever users want. In addition, it offers support through webinars, online help docs and training sessions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/cad81e19-8f4f-4203-8cb2-eb4f60759e7a.png","url":"https://www.softwareadvice.com.au/software/76515/redtail","@type":"SoftwareApplication","@id":"https://www.softwareadvice.com.au/software/76515/redtail#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.1,"bestRating":5,"ratingCount":85},"offers":{"price":"39","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"name":"Zoho CRM","description":"Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. \n\nUers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/94228854-acc1-44a4-ac97-271f2da67864.jpeg","url":"https://www.softwareadvice.com.au/software/392464/zoho-crm","@type":"SoftwareApplication","@id":"https://www.softwareadvice.com.au/software/392464/zoho-crm#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.3,"bestRating":5,"ratingCount":6964},"offers":{"price":"14","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"iPad CRM Software","position":2,"item":"/directory/433/ipad/software","@type":"ListItem"},{"name":"Redtail CRM vs Zoho CRM","position":3,"item":"https://www.softwareadvice.com.au/compare/76515/392464/redtail/vs/zoho-crm","@type":"ListItem"}],"@id":"https://www.softwareadvice.com.au/compare/76515/392464/redtail/vs/zoho-crm#breadcrumblist"}]}
</script>
