Redtail Technology vs Follow Up Boss vs Bigin by Zoho CRM Comparison
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…
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…
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.
Redtail Technology vs Follow Up Boss vs Bigin by Zoho CRM — at a glance
| Feature | Redtail Technology | Follow Up Boss | Bigin by Zoho CRM |
|---|---|---|---|
| Rating | — | 4.4 / 5 | 4.3 / 5 |
| Reviews | — | 88 | 119 |
| Starting price | $39 /user/month | $1,000 | $7 /User/Month |
| Free trial | No | Yes | Yes |
| Free version | No | No | No |
| Best for | Small Business, Medium Business | Medium Business, Small 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 | Phone Support | Business Hours, Online | Business Hours, Online |
| Certifications | — | SOC 2 | — |
| Data residency | US | US | Global |
Key differences between Redtail Technology and Follow Up Boss
- Pricing: Redtail Technology starts at $39 /user/month, while Follow Up Boss starts at $1,000.
- Free trial: Follow Up Boss offers a free trial; Redtail Technology does not.
- Target audience: Redtail Technology is built for Small Business and Medium Business, while Follow Up Boss targets Medium Business and Small Business.
Compare Redtail Technology vs Follow Up Boss 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.
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
Medium Business, Small Business
Small Business
Redtail Technology typically suits Small Business and Medium Business. Follow Up Boss tends to fit Medium Business and Small Business better. The right choice depends on your team size, workflow, and whether a free trial matters.
Description | 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 | 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 | 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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Spotsaas ScoreWhat's this? ↗ | Not Available | 8.8/10 | 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 Redtail Technology, Follow Up Boss and Bigin by Zoho CRM Compare on Features?
Total Features | 6 Features | 7 Features | 10 Features |
|---|---|---|---|
Unique Features | No unique features | No unique features | No unique features |
Get Quote | Get Quote |
Compare Redtail Technology, Follow Up Boss 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 |
Redtail Technology vs Follow Up Boss 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 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 96 reviews, with strong overall satisfaction. 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 | No Customers information available. |  Robert Slack  DLP Reality  The Agency Texas |  Antech Microsystem Pvt.Ltd  Investacc  Hire |
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Media and Screenshots
Screenshots | No screenshots available. |  9 Screenshots |
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Videos |  2 Videos |  3 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, Redtail Technology or Follow Up Boss?
- 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 Redtail Technology and Follow Up Boss offer a free trial?
- Follow Up Boss offers a free trial. Redtail Technology does not.
- What is the starting price of Redtail Technology vs Follow Up Boss?
- Redtail Technology starts at $39 /user/month. Follow Up Boss starts at $1,000.
- What are the top alternatives to Redtail Technology?
- Top alternatives to Redtail Technology include Bigin by Zoho CRM, SalesSeek, Tripleseat, Crank CRM, HighLevel.
- 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.