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HighLevel vs Redtail Technology vs Bigin by Zoho CRM Comparison

Last updated:

HighLevel

Starting at $97 /Month

  • Free Trial
  • Medium Business
  • Small Business

The HighLevel CRM software places team collaboration and sales force automation at your fingertips. Features include a brand new, mobile-ready UI, email integration, easy to use workflow, dashboard reporting and more.

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

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…

HighLevel vs Redtail Technology vs Bigin by Zoho CRM — at a glance

FeatureHighLevelRedtail TechnologyBigin by Zoho CRM
Rating4.3 / 5
Reviews119
Starting price$97 /Month$39 /user/month$7 /User/Month
Free trial Yes No Yes
Free version No No No
Best forMedium Business, Small BusinessSmall Business, Medium BusinessSmall Business
CategoryCRM SoftwareCRM SoftwareCRM Software
PlatformsSaaS/Web/CloudSaaS/Web/Cloud, Mobile - Android, Mobile - iOS
APIAvailableAvailableAvailable
Support modesOnlinePhone SupportBusiness Hours, Online
Certifications
Data residencyUSUSGlobal

Key differences between HighLevel and Redtail Technology

  • Pricing: HighLevel starts at $97 /Month, while Redtail Technology starts at $39 /user/month.
  • Free trial: HighLevel offers a free trial; Redtail Technology does not.
  • Target audience: HighLevel is built for Medium Business and Small Business, while Redtail Technology targets Small Business and Medium Business.

Compare HighLevel vs Redtail Technology vs Bigin by Zoho CRM — and walk away knowing which one fits.

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.

HighLevel - CRM Software
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Redtail Technology Logo
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Biggest differences

Start here before you go deeper into features.

HighLevel

Best for

Medium Business, 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

Best for

Small Business

HighLevel 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

The HighLevel CRM software places team collaboration and sales force automation at your fingertips. Features include a brand new, mobile-ready UI, email integration, easy to use workflow, ... Read More about HighLevel

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

Entry Level Pricing

  • Starts from $97
  • Starts from $39 , Billed Yearly
  • Starts from $7 , Billed Yearly

Free Trial Availability

  • No free trial

Spotsaas Score

What's this? ↗

8.5/10

Not Available

9.0/10

User Ratings

Based 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 HighLevel, Redtail Technology and Bigin by Zoho CRM Compare on Features?

Total Features

6 Features

6 Features

10 Features

Unique Features

No unique features

No unique features

No unique features

Get Quote
Get Quote

Compare HighLevel, 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.

Pricing Option

        Starting From

        • $97
        • $39 , Billed Yearly
        • $7 , Billed Yearly

        Pricing Plans

        • Not Available
        • Launch

          $45

          /user/month

          • Contact Management

          • Calendar Management

          • Customer Data

        • Growth

          $65

          /user/month

          • Document Management

          • Shortcut Messages

          • Task Management

          Show more +

        • 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 +

        Pricing Page

        HighLevel pricing

        Pricing information not available

        Bigin by Zoho CRM pricing

        Other Details

        Organization Types supported

        • Large Enterprises
        • Medium Business
        • Small Business
        • Freelancers
        • Individuals
        • 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)
        • 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
        • 24/7 (Live rep)
        • Business Hours
        • Online

        API Support

        • Available
        • Available
        • Available
        Get help choosing
        Get help choosing

        Security & Compliance

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

        HIPAA

        ✗ No

        Data Residency

        🇺🇸 US
        🇺🇸 US

        HighLevel vs Redtail Technology User Reviews & Rating Comparison

        User Ratings

        No reviews available for the product

        No reviews available for the product

        Rating Distribution

        1063

        14

        3

        6

        30

        No reviews available for this product

        204

        66

        7

        1

        1

        Spotsaas Editor’s POV generated by AI

        What buyers like

        • Excellent customer support, with knowledgeable and patient representatives who are highly responsive to user queries and technical issues.
        • 24/7 availability of support through multiple formats, including Zoom and chat, provides quick resolutions and convenience.
        • Comprehensive software functionalities, such as workflow automation and customizable integrations, delivering great value for money.

        Common complaints

        • Challenges persist when complex technical issues arise, with inconsistent support knowledge occasionally delaying resolutions.
        • Support representatives are sometimes unable to resolve advanced functionality or integration issues without escalation, impacting critical business operations.
        • Cancellation process is cumbersome, with multiple users reporting difficulty in account closure and lack of clear communication or transparency.

        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

        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.

        Pros and Cons

        • Focus on team collaboration enhances productivity

        • Mobile-friendly design for on-the-go access

        • Strong sales automation capabilities

        • Integration options may be limited

        • Reporting features could be more advanced

        • 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

        • 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.

        Positive Reviews

        No reviews available for the product

        No reviews available for the product

        No reviews available for the product

        List of Customers

        Customers

        No Customers information available.

        No Customers information available.

        Antech Microsystem Pvt.Ltd

        Antech Microsystem Pvt.Ltd

        Investacc

        Investacc

        Hire

        Hire

        Media and Screenshots

        Screenshots

        HighLevel screenshot

        2 Screenshots

        No screenshots available.

        Videos

        video-0

        1 Videos

        video-0

        2 Videos

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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, HighLevel or Redtail Technology?
        HighLevel and Redtail Technology are closely matched with equal user ratings of -1.0. The right choice depends on your team size, budget, and specific CRM Software needs.
        Do HighLevel and Redtail Technology offer a free trial?
        HighLevel offers a free trial. Redtail Technology does not.
        What is the starting price of HighLevel vs Redtail Technology?
        HighLevel starts at $97 /Month. Redtail Technology starts at $39 /user/month.
        What are the top alternatives to HighLevel?
        Top alternatives to HighLevel include Bigin by Zoho CRM, Ontraport, Hubspot Marketing Hub, ClickUp, Zoho 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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