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Compare Redtail CRM vs EspoCRM

What is better Redtail CRM or EspoCRM? When you compare Redtail CRM and EspoCRM, you can actually see which CRM Software product is the better alternative. This guarantees that your enterprise will be able to choose most productive and effective application. You can check the details, for example available tools, costs, plans offered by each vendor, offer terms, and more

We also let you check their general scores to know which one appears to be more suitable. Redtail CRM has 9.0 points for overall quality and 100% rating for user satisfaction; while EspoCRM has 8.0 points for overall quality and 100% for user satisfaction. You can also find out which vendor is more reliable by sending an email inquiry to both and check which company replies without delays.

Those of you who are pressed for time or could use a CRM Software recommendation from our team might want to examine these top choices for this year: Salesforce CRM, Freshsales, HubSpot CRM.

NOAWARDS
YET

SmartScore™

OUR SCORE 9.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $99

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • 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

Pricing Info

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

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

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

Integrations

Redtail CRM works seamlessly with the following services:

  • Morningstar
  • Riskalyze
  • LaserApp
  • Allbridge
  • MoneyGuidePro

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Redtail CRM is a web-based customer relationship management software which is designed exclusively for financial professionals.

Company Email

support@redtailtechnology.com

Contact No.

Company's Address

11285 Pyrites Way, Suite B
Gold River, CA 95670
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $15

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Document Management
  • Reports
  • Sales Forecasting
  • Lead Management
  • Call Management
  • Sales Performance Management
  • Alerts & Notifications
  • Campaigns
  • Email Integration
  • Appointment Management
  • Opportunity Management
  • Contact Management
  • Sales Collaboration
  • Activity Management

Pricing Info

EspoCRM offers three SMB and enterprise pricing packages for users to choose from. Give the details a look, and choose the best plan for your business:

Basic – $15/user/month

  • Minimum of 3 Users
  • 1GB file storage per user
  • 50,000 records
  • Full feature set
  • Advanced Pack included
  • 12×5 (hours/days) email support

Enterprise – $25/user/month

  • Minimum of 5 users
  • 3GB file storage per user
  • 500,000 records
  • Full feature set
  • Advanced Pack included
  • 12×5 (hours/days) email support

Ultimate – $150/user/month

  • Minimum of 10 users
  • 250GB file storage
  • Unlimited number of records
  • Full feature set
  • Advanced Pack included
  • 12×5 (hours/days) email support

All plans include:

  • Leads
  • Opportunities
  • Accounts
  • Contacts
  • Calendar
  • Meetings
  • Calls
  • Tasks
  • Emails
  • Email Accounts
  • Email Templates
  • Email Filters
  • Mass Email
  • Cases
  • Email-to-Case
  • Documents
  • Reports
  • Business Process Management
  • Workflows
  • Products
  • Quotes
  • Invoices
  • Campaigns
  • Target Lists
  • Email Marketing
  • MailChimp Integration
  • Portal
  • Knowledge Base
  • Google Calendar Integration
  • Google Contacts Integration
  • Activity Stream
  • Follow Button
  • Custom entities
  • Custom fields
  • Customizable layouts
  • Label Manager
  • Dynamic forms
  • Calculated fields
  • Users
  • Teams
  • Roles
  • Data Import
  • Export to Excel
  • Export to CSV
  • Currency Rates
  • Themes

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

EspoCRM integrates with the following business systems and applications:

  • Google Calendar
  • Google Contacts
  • MailChimp
  • Microsoft Azure
  • Amazon Web Services
  • Asterisk Manager Interface (AMI)
  • Twilio
  • Starface
  • Binotel
  • Google Cloud
  • Oracle Cloud
  • VoIP Systems

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

EpsoCRM is an open source web application that allows you to see, enter and evaluate all your company relationships regardless of the type.

Company Email

Company's Address

Rivnenska, 5A, office 404,
Chernivtsi, 58013
Ukraine

Salesforce CRM

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.7

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Account and Contact Management
  • Opportunity Management and Score
  • Lead Management
  • Sales Data
  • File Sync
  • File Sharing
  • Sales Forecasting
  • Salesforce Mobile App
  • Contact Manager
  • Real-Time Visibility
  • Drag-and-Drop Interface
  • Dashboards
  • Visual Workflow
  • Multi-Currency Support
  • In-Line Editing
  • Lead Assignment and Routing
  • Rules-Based Lead Scoring
  • Einstein Lead Scoring
  • Web-to-Lead Capture
  • Campaign Management
  • Duplicate Blocking
  • Mass Email
  • Salesforce Engage
  • Email Templates
  • Campaign Influence
  • Einstein Activity Capture
  • Calendar
  • Sales Console App
  • Enterprise Territory Management
  • Opportunity Splits
  • Salesforce CPQ and Billing
  • Contracts, Orders, Quotes, Products, and Price Books
  • Chatter, Files, Topics, and Recommendations
  • Case Management
  • Lightning Bolt Solutions
  • Partner Communities
  • Lead Registration
  • Roles and Permissions
  • Process Builder
  • Lightning Platform
  • Web Services API
  • Google Apps Integration
  • File Storage Per User
  • Sandbox

Pricing Info

Salesforce CRM offers four SMB and enterprise pricing plans billed annually. Give the details a look, and select your plan. You can also test Salesforce with a free demo version of the software. Start your free demo of Salesforce here.

Lightning Essentials – $25/user/month

  • Account & Contact Management
  • Opportunity Management
  • Lead Management
  • Web-to-Lead Capture
  • Email Templates
  • Task Management
  • Activity Feed
  • Salesforce Mobile App (with Offline Functionality)
  • Chatter
  • Files
  • Configurable Reports and Dashboards
  • Case Auto-Assignment
  • Case Management
  • AppExchange
  • Lightning App Builder
  • Einstein Activity Capture
  • Data and File Storage per User
  • Inbox Mobile and Desktop Apps
  • Unlimited Online Training
  • Online Case Submission
  • Standard Success Plan

Lightning Professional – $75/user/month

  • All Features of Lightning Essentials, plus…
  • Lightning for Gmail/Outlook
  • Topics and Recommendations
  • Developer Sandbox
  • Lead Assignment and Routing
  • Mass Email
  • 2 Roles and Permission, Profiles and Page Layouts
  • 1 Sales Console App
  • 3 Record Types per Object
  • 5 Process Builder per Org
  • Rules-Based Lead Scoring
  • Person Accounts
  • Order
  • Lightning Sync
  • Products and Price Books
  • Quotes
  • Contracts
  • Google Apps Integration
  • Duplicate Blocking
  • Campaign Management
  • Forecasting Mobile App
  • Lead Registration
  • 3 Campaign Influence
  • Collaborative Forecasting
  • Knowledge (read-only)

Lightning Enterprise – $150/user/month

  • All Features of Lightning Professional, plus…
  • 5 Campaign Influence
  • Sales Teams
  • Calendar
  • Opportunity Score
  • Forecasting: Custom Opportunity Fields
  • Opportunity Splits
  • Enterprise Territory Management
  • Advanced Reporting Features
  • Lightning Platform
  • Unlimited Process Builder per Org
  • Workflow and Approval Automation
  • Unlimited Roles and Permissions, Record Types per Object, Configurable Profiles and Page Layouts
  • 1 Partial Sandbox
  • Web Services API

Lightning Unlimited – $300/user/month

  • All Salesforce CRM Features and Capabilities

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Time Warner Cable, Dell, American Red Cross, Comcast, Wells Fargo

Integrations

Salesforce CRM integrates with the following business systems and applications:

  • Force.com
  • Heroku
  • ExactTarget Fuel
  • Third-party apps at Salesforce AppExchange
  • Service Cloud
  • Marketing Cloud
  • Pardot,
  • Desk.com
  • Analytics Cloud
  • Data Cloud
  • JIRA
  • Freshdesk
  • FinancialForce
  • LeadExec
  • Samanage
  • Zuora
  • Zendesk

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Salesforce CRM is a software app that lets you track all customer information and interactions in one location to follow more leads.

Company Email

info@salesforce.com

Contact No.

Company's Address

Salesforce.com, Inc.
The Landmark at One Market
Suite 300
San Francisco, CA 94105
USA

No CRM Software will be able to cover all the requirements of a business. Though core functionalities of Redtail CRM and EspoCRM are obviously a priority you should also carefully examine the integrations offered by every product. Quote frequently you will already be making use of some other B2B software in your company and it’s always more beneficial to select software that integrate well with one another. That way you can guarantee a reliable transfer of data between your teams and services, which can significantly reduce time wasted on migrating between one service and the next.

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