Compare Redtail CRM vs. OXON

Purchasing the right CRM Software product is as simple as evaluating the strong and poor features and terms offered by OXON and Redtail CRM. Here you can also match their all round scores: 8.0 for OXON vs. 9.0 for Redtail CRM. Or you can look at their general user satisfaction rating, 97% for OXON vs. 100% for Redtail CRM. We suggest that you put some effort and examine their unique features and decide which one is the better option for your organization. Moreover. bear in mind to consider your company’s or industry’s special situation, such as, a multilingual solution for a global staff or a mobile app to help you work away from your office. Our team put a lot of effort to review all popular CRM Software solutions that you can find on the market, but among all the ones we reviewed these three deserved our special attention: Freshdesk, HubSpot CRM, Zendesk.

Redtail CRM




Redtail CRM screenshot OXON screenshot
Pricing Page

Our Score

Our Score

9.0 ?

Our Score

8.0 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

100% ?

Client Satisfaction

97% ?





Pricing Type

Pricing Type

Monthly payment Monthly payment
Full Review

Full Review

General Description

General Description

Redtail CRM is a web-based customer relationship management software which is designed exclusively for financial professionals.
OXON is a cloud based contact centre management software, providing enterprise grade communication abilities.
Easy Links
Email Address

Email Address
OS Supported

OS Supported

Windows Mobile
Support Types

Support Types

Phone Live Support
Phone Live Support
Ticket Training
Popular Clients

Popular Clients

KMS Financial Servies Inc., Cambridge Investment Research Inc., United Planners Financial Services
Phone Number

Phone Number

+1-800-206-5030 +37-0643-03893
Available Languages

Available Languages

English English
Pricing Page

Pricing Page

Learn more about Redtail CRM pricing Learn more about OXON pricing
Available Integrations

Available Integrations

Redtail CRM works seamlessly with the following services:

  • Morningstar
  • Riskalyze
  • LaserApp
  • Allbridge
  • MoneyGuidePro

OXON integrates with the following business systems and applications:

  • Salesforce
  • Zendesk
  • Genesys
  • Avaya
  • Microsoft Dynamics
Contact Address

Contact Address

11285 Pyrites Way, Suite B
Gold River, CA 95670
Tumėno st. 4 – 54
LT-01109, Vilnius
Available Plans

Available Plans

Redtail CRM offers a single enterprise pricing plan for all users. Here are the details:

  • $99/month/database
  • Includes 15 users
  • Unlimited leads, contacts, reminders, and tasks
  • Complimentary database conversions
  • Broadcast emails
  • Mobile app
  • Custom exporting
  • Access anywhere, anytime
  • Backup and disaster recovery
  • Document management
  • Workflow processes
  • Categorize and tag client records
  • Detailed reports
  • Seminar management
  • Free support

OXON offers 2 enterprise pricing plans for users to choose from. Give the details a look, and select your plan:

Business – €39/user/month

  • Inbound Campaigns
  • Centralized Database
  • Enhanced Caller ID
  • IVR – interactive voice recognition
  • Free Call Recording
  • Skill-based & Data-driven Routing Using Full Context
  • Virtual Hold & Prioritized Call-Backs
  • Individual and Group Voicemail
  • Advanced call control features
  • Single Customer View Console
  • Case Management & Agent Collaboration
  • Multi-Option Transferring
  • Reporting, Analytics, and Business Intelligence
  • Multichannel ACD for Voice, Email, Chat, & Social
  • Email ticketing / Auto-acknowledgement templates
  • Automatic email and SMS template sending after the call
  • Proactive Notifications

Enterprise – €69/user/month

  • All Business features
  • Voice of the Customer
  • Net Promoter Score
  • Predictive Dialer
  • Proactive survey management tool for telemarketing surveys
  • Mass email and mass SMS sending
  • CRM for B2B clients
  • Make calls and send emails from the system.
  • Tasks creation and monitoring
  • Client history including all communication channels in one place
  • Priority based chat queue
  • Customer interaction history. View what your customer did in the past.
  • Setting a position of chat widget
  • Customizable greetings
Business Size

Business Size

Small Business | Freelancers Small Business | Large Enterprises | Medium Business



  • Automated Workflows
  • If-Then Scenarios in Workflow Steps
  • Task Management
  • Seminar Management
  • Categorize and Tag Records
  • Clients’ Data Tracking
  • Reports
  • Activities Management
  • Free Database Migration
  • Integrations
  • Broadcast Emails


  • Inbound calls for customer service and support
  • Outbound calls for sales, marketing, and data collection
  • Productivity tools
  • Workforce management and optimization
  • Quality and customer experience management
  • Email
  • B2B sales platform
  • Security and Compliance
  • Web chat
  • Social media communications (Facebook and Twitter)
Software Comparison

Software Comparison

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Popular Alternatives

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Please note that while both OXON and Redtail CRM may offer an excellent range of features every app may be designed for a different business size. If you are analyzing various solutions you may want to focus on a company type they are aimed at. Certain features might scale up efficiently for big enterprises but if you run a small or mid-sized business it’s frequently better to stay away from paying for complex functionalities that you might never have a chance to use.