Follow Up Boss vs Redtail Technology vs Bigin by Zoho CRM Comparison
Follow Up Boss
Starting at $1,000
- Free Trial
- Medium Business
- Small Business
Follow Up Boss allows you to create follow-up rules for leads, tracks multiple sales opportunities and deals simultaneously. It has a built in contact management system that helps the user maintain proper records and m…
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
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…
Follow Up Boss leads on user satisfaction with a 4.4-star rating across 88 reviews.
Follow Up Boss vs Redtail Technology vs Bigin by Zoho CRM — at a glance
| Feature | Follow Up Boss | Redtail Technology | Bigin by Zoho CRM |
|---|---|---|---|
| Rating | 4.4 / 5 | — | 4.3 / 5 |
| Reviews | 88 | — | 119 |
| Starting price | $1,000 | $39 /user/month | $7 /User/Month |
| Free trial | Yes | No | Yes |
| Free version | No | No | No |
| Best for | Medium Business, Small Business | Small Business, Medium Business | Small Business |
| Category | CRM Software | CRM Software | CRM Software |
| Platforms | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS | — | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS |
| API | Available | Available | Available |
| Support modes | Business Hours, Online | Phone Support | Business Hours, Online |
| Certifications | SOC 2 | — | — |
| Data residency | US | US | Global |
Key differences between Follow Up Boss and Redtail Technology
- Pricing: Follow Up Boss starts at $1,000, while Redtail Technology starts at $39 /user/month.
- Free trial: Follow Up Boss offers a free trial; Redtail Technology does not.
- Target audience: Follow Up Boss is built for Medium Business and Small Business, while Redtail Technology targets Small Business and Medium Business.
Compare Follow Up Boss vs Redtail Technology vs Bigin by Zoho CRM — and walk away knowing which one fits.
Which tool fits your team best
Which is actually cheaper for your team size
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.
Biggest differences
Features
Pricing
Buying details
Security
Buyer feedback
Integrations
Product tour
Other options
Talk to an expert Talk to an expert | Talk to an expert Talk to an expert |
Biggest differences
Start here before you go deeper into features.
Medium Business, Small Business
Best for financial advisors needing a compliant, integrated CRM solution.
- 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
- You require advanced accounting management features
- You are outside the financial advisory industry
Small Business
Follow Up Boss typically suits Medium Business and 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 | Follow Up Boss allows you to create follow-up rules for leads, tracks multiple sales opportunities and deals simultaneously. It has a built in contact management system that helps the ... Read More about Follow Up Boss | 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 | 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 |
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Entry Level Pricing |
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Spotsaas ScoreWhat's this? ↗ | 8.8/10 | Not Available | 9.0/10 |
User RatingsBased on verified Spotsaas reviews | |||
Best Company Size | — | 1-50 employees51-500 employees500+ employees | — |
Get pricing help | Get pricing help |
Software Demo
Demo |
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How do Follow Up Boss, Redtail Technology and Bigin by Zoho CRM Compare on Features?
Total Features | 7 Features | 6 Features | 10 Features |
|---|---|---|---|
Unique Features | No unique features | No unique features | No unique features |
Get Quote | Get Quote |
Compare Follow Up Boss, Redtail Technology and Bigin by Zoho CRM 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.
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Pricing Page |  | Pricing information not available |  |
Other Details
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Get help choosing | Get help choosing |
Security & Compliance
Certifications, data handling, and security controls for IT and compliance evaluators.
SOC 2 | ✓ Yes | — |
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HIPAA | ✗ No | — |
Data Residency | 🇺🇸 US | 🇺🇸 US |
Follow Up Boss vs Redtail Technology User Reviews & Rating Comparison
User Ratings | No reviews available for the product | ||
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Rating Distribution | No reviews available for this product | ||
Spotsaas Editor’s POV generated by AI | Buyer sentiment Buyer sentiment is positive across 96 reviews, with strong overall satisfaction. What buyers like
Common complaints
| Buyer sentiment Users praise Redtail for its ease of use, strong compliance features, and comprehensive client management capabilities. What buyers like
Common complaints
| Buyer sentiment Buyer sentiment is positive across 279 reviews, with strong overall satisfaction. What buyers like
Common complaints
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Pros and Cons |
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Positive Reviews | No reviews available for the product | No reviews available for the product | No reviews available for the product |
List of Customers
Customers |  Robert Slack  DLP Reality  The Agency Texas | No Customers information available. |  Antech Microsystem Pvt.Ltd  Investacc  Hire |
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Media and Screenshots
Screenshots |  9 Screenshots | No screenshots available. |
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Videos |  3 Videos |  2 Videos |
Alternatives
Alternatives |
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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, Follow Up Boss or Redtail Technology?
- Follow Up Boss edges out the other on user ratings (4.4 vs -1.0). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
- Do Follow Up Boss and Redtail Technology offer a free trial?
- Follow Up Boss offers a free trial. Redtail Technology does not.
- What is the starting price of Follow Up Boss vs Redtail Technology?
- Follow Up Boss starts at $1,000. Redtail Technology starts at $39 /user/month.
- What are the top alternatives to Follow Up Boss?
- Top alternatives to Follow Up Boss include Bigin by Zoho CRM, HubSpot CRM, Indydesk Sales, noCRM.io, GoCRM.
- What are the top alternatives to Redtail Technology?
- Top alternatives to Redtail Technology include Bigin by Zoho CRM, SalesSeek, Tripleseat, Crank CRM, HighLevel.