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Redtail CRM vs Shape CRM
PriceCRM median $42
Published entry price$39+per user / month
Published entry price$119per user / month
Annual estimate10 people, entry price
Offer
No offer right now
No offer right now
Product
CRM purpose-built for financial advisors with compliance archiving, seminar management, and integrations with major custodians.
CRM for mortgage, insurance, and financial services teams with built-in dialer, texting, and marketing automation tailored to regulated industries.
Headquarters
Sacramento, California
Irvine, California
Company size
51-200 employees
51-200 employees
Plan
Published entry price
Published entry price
Published rate
$39+ / user / month
$119 / user / month
Source updated
Oct 29, 2026
Oct 29, 2026
Capabilities
Plan capabilities
Integrations
Buyer fit
Best for
Company size
Security and switching
Security reviews
Security and migration
Case studies and sources
Case studies
Customer evidence
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