Top Alternatives to Redtail Technology - Better Options for 2026
CRM built for financial advisors to streamline relationships and compliance
Trusted by 254,745+ software buyers annually.
Main Features
- Calendar Management
- Contact Management
- Customer Data
- Document Management
Pricing
Starts from $39/user/month when Billed Yearly
Redtail Technology is a CRM Software platform. Teams looking for alternatives typically need better pricing flexibility, easier deployment, or a closer feature fit for their specific use case. Below you'll find 10 vetted CRM Software alternatives ranked by user rating, with filters to narrow by pricing, platform, and features — so you can find the right fit for 2026.
How we rank: Alternatives are ordered by Spotsaas Spot Score — a composite of user ratings, review volume, and feature coverage — with sponsored placements clearly labeled.
Redtail Technology vs Top Alternatives at a Glance
Side-by-side comparison of pricing, user rating, and free trial availability to help you shortlist faster.
| Tool | Best For | Pricing | Rating | Free Option |
|---|---|---|---|---|
| Redtail Technology Current | CRM Software | $39 | No reviews | ✗ No |
 Bigin by Zoho CRM | CRM Software | $7 | 4.3 ★ | ✓ Yes |
 SalesSeek | CRM Software | $75 | 2.3 ★ | ✓ Yes |
 Tripleseat | CRM Software | Custom pricing | 4.3 ★ | ✗ No |
 Crank CRM | CRM Software | Free trial | No reviews | ✓ Yes |
 HighLevel | CRM Software | $97 | No reviews | ✓ Yes |
Showing 1-10 out of 10
List of the Top Redtail Technology alternatives as of June 2026
Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.
9.0
Spot Score
Bigin by Zoho CRM
RECOMMENDED
Streamline your sales and build better relationships.
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What is Bigin by Zoho CRM?
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 from any web browser and provides real time updates on sales progress.
Read moreCommon Features
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Contact Management
Unique Features
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Quotes (Proposals)
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List Management
-
Customer Support
+ 6 more
Pricing
Free Trial available, Try Now
Starts from $7/User/Month when Billed Yearly, also offers free forever plan
7.9
Spot Score
SalesSeek
Streamline your sales team's success.
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What is SalesSeek?
SalesSeek is a cloud based CRM, sales tracking software for businesses that has been designed to help sales managers monitor and manage their sales team.
Read moreCommon Features
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Contact Management
Unique Features
-
Quotes (Proposals)
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List Management
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Marketing Automation
Pricing
Free Trial available, Try Now
Starts from $75/User/Month
8.2
Spot Score
Tripleseat
Revolutionize your event planning with Tripleseat!
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What is Tripleseat?
Tripleseat is a web-based platform that helps restaurants, hotels, and unique venues to increase their sales and automate the booking process. The solution simplifies contact management with CRM tools, customizable forms and reminders to collaborate with the team. Moreover, the software is PCI ...
Read moreCommon Features
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Contact Management
Unique Features
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Quotes (Proposals)
-
Customer Support
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Marketing Automation
+ 1 more
Pricing
Tripleseat offers custom pricing plan
7.5
Spot Score
Crank CRM
Streamlining your business, one click at a time.
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What is Crank CRM?
Crank CRM is designed to help businesses of all sizes get the most out of their operations. With a customisable and scalable toolkit, Crank offers access to a multitude of cloud-based business tools such as contacts, email, tasks, notes, analytics and more. Companies can pick and choose what ...
Read moreCommon Features
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Contact Management
Unique Features
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List Management
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Customer Support
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Marketing Automation
Pricing
Free Trial available
Crank CRM offers custom pricing plan
8.5
Spot Score
HighLevel
Streamline workflow and close more sales with HighLevel.
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What is HighLevel?
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.
Read moreCommon Features
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Contact Management
Unique Features
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Quotes (Proposals)
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List Management
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Customer Support
+ 2 more
Pricing
Free Trial available, Try Now
Starts from $97/Month
8.0
Spot Score
MCA Suite
Efficiently manage relationships with MCA Suite.
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What is MCA Suite?
MCA Suite is a CRM software that makes it easy to manage your company's relationships. This ERP software is aligned with the forces in today's business environment by providing a scalable cloud-based solution which integrates with existing company business processes.
Read moreCommon Features
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Contact Management
Unique Features
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List Management
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Customer Support
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Marketing Automation
+ 1 more
Pricing
MCA Suite offers custom pricing plan
8.0
Spot Score
QuarterOne
Boost sales and maximize profits with QuarterOne.
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What is QuarterOne?
QuarterOne is a powerful sales forecasting tool that can help small and medium companies automate their business operations. With the software, you can generate automated reports and track sales performance to evaluate any problems or trends. Additionally, you can collaborate collaboratively ...
Read moreCommon Features
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Contact Management
Unique Features
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List Management
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Customer Support
-
Marketing Automation
+ 1 more
Pricing
Free Trial available, Try Now
Starts from $149/Month, also offers free forever plan
8.8
Spot Score
Follow Up Boss
Effortlessly follow up and close more deals.
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What is Follow Up Boss?
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 manage escalation notices. The program is web-based and it can be accessed ...
Read moreCommon Features
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Contact Management
Unique Features
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List Management
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Customer Support
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Marketing Automation
+ 3 more
Pricing
Free Trial available, Try Now
Starts from $1,000 when Billed Monthly
7.9
Spot Score
Fat Free CRM
Streamline your CRM processes with ease.
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What is Fat Free CRM?
Fat Free CRM is a hosted customer relationship management (CRM) application with sales, marketing, service, opportunity, activity and contact management capabilities. The intuitive user interface and email alerts make day-to-day activity tracking simpler and more efficient.
Read moreCommon Features
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Contact Management
Unique Features
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List Management
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Marketing Automation
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Project Management
+ 1 more
7.9
Spot Score
CRIISP
Streamline your capital raising process with ease.
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What is CRIISP?
CRIISP is a comprehensive SaaS platform for raising capital, contacting investors and optimally managing investment deals. It offers a user-friendly folder structure to store and access documentation safely. Business owners can utilize its targeted investor marketplace and curated deal rooms ...
Read moreCommon Features
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Contact Management
Unique Features
-
List Management
-
Customer Support
-
Marketing Automation
+ 1 more
Pricing
CRIISP offers custom pricing plan
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
