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Bigin by Zoho CRM vs Redtail Technology Comparison

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Bigin by Zoho CRM

4.3(119 reviews)

Starting at $7 /User/Month

  • Free Trial
  • Small Business

Bigin by Zoho CRM is a solution for managing business contacts, creating sales opportunities, monitoring the pipeline and recording activities. The solution integrates email, calendar, tasks and more. It can be accessed…

Redtail Technology

Starting at $39 /user/month

  • Small Business
  • Medium Business

Redtail Technology is a leading CRM platform designed specifically for financial advisors, helping them streamline client relationship management, automate workflows, and maintain compliance with industry regulations. Th…

Bigin by Zoho CRM leads on user satisfaction with a 4.3-star rating across 119 reviews.

Bigin by Zoho CRM vs Redtail Technology — at a glance

FeatureBigin by Zoho CRMRedtail Technology
Rating4.3 / 5
Reviews119
Starting price$7 /User/Month$39 /user/month
Free trial Yes No
Free version No No
Best forSmall BusinessSmall Business, Medium Business
CategoryCRM SoftwareCRM Software
PlatformsSaaS/Web/Cloud, Mobile - Android, Mobile - iOS
APIAvailableAvailable
Support modesBusiness Hours, OnlinePhone Support
Certifications
Data residencyGlobalUS

Key differences between Bigin by Zoho CRM and Redtail Technology

  • Pricing: Bigin by Zoho CRM starts at $7 /User/Month, while Redtail Technology starts at $39 /user/month.
  • Free trial: Bigin by Zoho CRM offers a free trial; Redtail Technology does not.

Bigin by Zoho CRM vs Redtail Technology — find the better fit before you commit.

01

Which tool fits your team best

02

Which is actually cheaper for your team size

03

Where each product wins, per real buyers

Most CRM Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.

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Biggest differences

Start here before you go deeper into features.

Bigin by Zoho CRM

Best for

Small Business

Redtail Technology

Best for financial advisors needing a compliant, integrated CRM solution.

Choose if
  • You want a CRM tailored specifically for financial services
  • You need built-in compliance and secure communication
  • You value workflow automation and integration with financial tools
Consider alternatives if
  • You require advanced accounting management features
  • You are outside the financial advisory industry

Bigin by Zoho CRM typically suits Small Business. Redtail Technology tends to fit Small Business and Medium Business better. The right choice depends on your team size, workflow, and whether a free trial matters.

Description

Bigin by Zoho CRM is a solution for managing business contacts, creating sales opportunities, monitoring the pipeline and recording activities. The solution integrates email, calendar, ... Read More about Bigin by Zoho CRM

Redtail Technology is a leading CRM platform designed specifically for financial advisors, helping them streamline client relationship management, automate workflows, and maintain ... Read More about Redtail Technology

Entry Level Pricing

  • Starts from $7 , Billed Yearly
  • Starts from $39 , Billed Yearly

Free Trial Availability

  • No free trial

Spotsaas Score

What's this? ↗

9.0/10

Not Available

User Ratings

Based on verified Spotsaas reviews

Best Company Size

1-50 employees51-500 employees500+ employees
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Software Demo

Demo

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How do Bigin by Zoho CRM and Redtail Technology Compare on Features?

Total Features

10 Features

6 Features

Unique Features

No unique features

No unique features

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Compare Bigin by Zoho CRM and Redtail Technology on pricing

Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.

Pricing Option

      Starting From

      • $7 , Billed Yearly
      • $39 , Billed Yearly

      Pricing Plans

      • Free

        • Single Pipeline

        • 500 Records

        • Instant Workflows (3)

        Show more +

      • Express

        • Includes features of Free plan, plus

        • Team Pipelines (3)

        • 50,000 Records

        Show more +

      • Premier

        • Includes features of Express Edition plan. plus

        • Team Pipelines (5)

        • 100,000 Records

        Show more +

      • Launch

        $45

        /user/month

        • Contact Management

        • Calendar Management

        • Customer Data

      • Growth

        $65

        /user/month

        • Document Management

        • Shortcut Messages

        • Task Management

        Show more +

      Pricing Page

      Bigin by Zoho CRM pricing

      Pricing information not available

      Other Details

      Organization Types supported

      • Large Enterprises
      • Medium Business
      • Small Business
      • Freelancers
      • Individuals
      • Large Enterprises
      • Medium Business
      • Small Business
      • Freelancers
      • Individuals

      Platforms Supported

      • Browser Based (Cloud)
      • Mobile - Android
      • Mobile - iOS
      • Installed - Windows
      • Installed - Mac
      • Browser Based (Cloud)
      • Browser Based (Cloud)
      • Mobile - Android
      • Mobile - iOS
      • Installed - Windows
      • Installed - Mac
      • Browser Based (Cloud)

      Modes of support

      • 24/7 (Live rep)
      • Business Hours
      • Online
      • 24/7 (Live rep)
      • Business Hours
      • Online

      API Support

      • Available
      • Available
      Get help choosing

      Security & Compliance

      Certifications, data handling, and security controls for IT and compliance evaluators.

      HIPAA

      ✗ No

      Data Residency

      🌐 Global
      🇺🇸 US

      Bigin by Zoho CRM User Reviews & Rating Comparison

      User Ratings

      No reviews available for the product

      Rating Distribution

      204

      66

      7

      1

      1

      No reviews available for this product

      Spotsaas Editor’s POV generated by AI

      Buyer sentiment

      Buyer sentiment is positive across 279 reviews, with strong overall satisfaction.

      What buyers like

      • Simple, intuitive design with a short learning curve, making it easy to use and implement, even for non-technical users.
      • Affordable pricing tailored for startups and small businesses, offering great value for core CRM functionalities.
      • Effective pipeline management and workflow automation, enabling businesses to streamline sales processes.

      Common complaints

      • Limited integrations with third-party tools (e.g., social media apps, direct LinkedIn or Facebook ad imports), making data syncing challenging.
      • Lack of advanced features and scalability, restricting use for larger enterprises or complex workflows.
      • Inconsistent customer support with restricted availability, affecting issue resolution during critical times.

      Buyer sentiment

      Users praise Redtail for its ease of use, strong compliance features, and comprehensive client management capabilities.

      What buyers like

      • User-friendly interface
      • Effective workflow automation
      • Excellent customer support

      Common complaints

      • Pricing can be high for smaller firms
      • Some features require broker-dealer approval

      Pros and Cons

      • Real-time updates keep teams informed.

      • Integration with email and calendar enhances productivity.

      • User-friendly interface simplifies navigation.

      • Customization options may not meet all needs.

      • New users may find the interface complex.

      • Financial advisor-focused CRM features

      • Strong compliance and communication tools

      • Extensive integrations with financial platforms

      • Some compliance features require broker-dealer approval

      • Pricing scales with user count

      Positive Reviews

      No reviews available for the product

      No reviews available for the product

      List of Customers

      Customers

      Antech Microsystem Pvt.Ltd

      Antech Microsystem Pvt.Ltd

      Investacc

      Investacc

      Hire

      Hire

      No Customers information available.

      Media and Screenshots

      Screenshots

      Bigin by Zoho CRM screenshot

      1 Screenshots

      No screenshots available.

      Videos

      video-0

      2 Videos

      video-0

      2 Videos

      Top Alternatives to Bigin by Zoho CRM and Redtail Technology in 2026

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      Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

      Frequently asked questions

      Which is better, Bigin by Zoho CRM or Redtail Technology?
      Bigin by Zoho CRM edges out the other on user ratings (4.3 vs -1.0). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
      Do Bigin by Zoho CRM and Redtail Technology offer a free trial?
      Bigin by Zoho CRM offers a free trial. Redtail Technology does not.
      What is the starting price of Bigin by Zoho CRM vs Redtail Technology?
      Bigin by Zoho CRM starts at $7 /User/Month. Redtail Technology starts at $39 /user/month.
      What are the top alternatives to Bigin by Zoho CRM?
      Top alternatives to Bigin by Zoho CRM include ClickUp, Zoho CRM, Freshsales, Salesforce, Funnel CRM.
      What are the top alternatives to Redtail Technology?
      Top alternatives to Redtail Technology include Bigin by Zoho CRM, SalesSeek, Tripleseat, Crank CRM, HighLevel.

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