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Alternatives to Redtail CRM

10 alternatives

  1. 1CRM, Compliance Management

    Wealthbox

    Financial Workflow Automation

    CRM designed specifically for financial advisors with workflow automation, portfolio integration, and compliance tracking.

    AI powered meeting notes and follow up generationCompliance and audit trail managementIntegration with compliance and back office tools

    Price$45+ / user / month

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  2. 2CRM

    OroCRM

    CRM

    Open-source CRM built for multi-channel commerce with customer segmentation, RFM analysis, and e-commerce integrations.

    Multi channel storefront and catalog managementRest API and third party integrationsPricing and price list management
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  3. 3CRM

    Shape CRM

    CRM

    CRM for mortgage, insurance, and financial services teams with built-in dialer, texting, and marketing automation tailored to regulated industries.

    SOC 2HIPAATiered plansSales DialerMarketing Automation

    Price$119 / user / month

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  4. 4CRM, Contact Management

    NetHunt CRM

    CRM

    Gmail-based CRM that turns the inbox into a full sales platform with pipeline management, email sequences, and LinkedIn prospecting built in.

    Lead capture from multiple sourcesGmail integration with native CRM sidebarSales pipeline visualization and management

    Price$24 / user / month

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  5. 5CRM, Contact Management

    Twenty

    CRM

    Twenty is an open-source CRM built as a modern alternative to Salesforce, providing contact management, pipeline tracking, and workflow automation.

    Free planFree trialTiered plansWorkflow AutomationAI Agents
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  6. 6CRM, Contact Management

    Copper

    CRM

    Copper is a CRM built for Google Workspace that automatically captures contacts and activities from Gmail and Calendar.

    Sales pipeline and deal trackingProject management and service deliveryCustom reporting and analytics

    Price$23+ / seat / month

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  7. 7CRM

    Veruna Insurance

    CRM

    Veruna provides insurance CRM and agency management built on Salesforce for modern insurance agencies.

    Unified client record managementMulti line insurance workflow managementBook of business migration

    Price$250+ / seat / month

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  8. 8CRM

    Tall Emu CRM

    CRM

    Australian CRM for SMBs with deep Xero and MYOB accounting integrations, quoting, and inventory management features.

    Price$65+ / user / month

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  9. 9CRM

    Salestrekker

    Mortgage Software

    CRM and workflow platform for mortgage brokers and financial advisers with pipelines and compliance.

    CRMFinancial Advisory Practice
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  10. 10CRM

    CrmOne

    CRM

    AI-first CRM offering sales pipeline management, email marketing, and customer support with built-in chatbot capabilities.

    Contact managementLead managementSMS and whatsapp marketing
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