Frappe CRM vs Redtail CRM: Complete Comparison (2026)
An in-depth comparison of Frappe CRM and Redtail CRM to help you choose the right tool for your business.
Last updated: November 2026
Frappe CRM
7/10
Open-source sales CRM from Frappe for small and mid-sized sales teams, with unlimited users, lead and deal pipelines, calling, and WhatsApp integration.
Redtail CRM
5.8/10
Cloud CRM built for financial advisors and wealth management firms. It covers client records, workflows, compliant texting, document imaging, and email archiving.
Feature-by-Feature Comparison
| Feature | F Frappe CRM | |
|---|---|---|
| Scores | ||
| Overall Rating | 7/10 | 5.8/10 |
| Customization | 8/10 | 4/10 |
| Analytics | 5/10 | 5/10 |
| Integration | 6/10 | 7/10 |
| Support | 5/10 | 6/10 |
| Ease of Use | 7/10 | 6/10 |
| Security | 6/10 | 7/10 |
| Cost | 10/10 | 6/10 |
| Scalability | 6/10 | 6/10 |
| Pricing | ||
| Free plan | Yes | No |
| Cheapest paid plan | $5/mo Frappe Cloud Sites | $45/user/mo Launch |
| Estimated cost for 10 users | Free Self-host | $650/mo Growth |
| Features | ||
| Collaboration | ||
| Contact Management | ||
| Integrations | ||
| Mobile Access | ||
| Opportunity Management | ||
| Reporting & Analytics | ||
| Sales Automation | ||
| Built-in Calling | Not listed | |
| Lead Management | Not listed | |
Frappe CRM vs Redtail CRM cost by team size
Frappe CRM costs less at every team size we checked.
| Team size | Frappe CRM | Redtail CRM |
|---|---|---|
| 1 user | FreeSelf-host | $45/moLaunch |
| 5 users | FreeSelf-host | $225/moLaunch |
| 10 users | FreeSelf-host | $650/moGrowth |
| 25 users | FreeSelf-host | $1,625/moGrowth |
| 50 users | FreeSelf-host | $3,250/moGrowth |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
FWhy choose Frappe CRM
- Has a free plan (Redtail CRM does not)
- Lower estimated cost for 10 users: Free vs $650/mo
- Higher Customization score (8/10 vs 4/10)
- Higher Cost score (10/10 vs 6/10)
- Better fit for sales teams (8/10 vs 4/10)
Why choose Redtail CRM
- Higher Integration score (7/10 vs 6/10)
- Higher Support score (6/10 vs 5/10)
- Better fit for enterprise (6/10 vs 4/10)
Pros & Cons
FFrappe CRM
Pros
- No per-user fees, so large sales teams pay the same site price as small ones.
- The open-source AGPL code can be self-hosted for free and moved between hosting providers.
- Twilio and Exotel calling with recordings, plus WhatsApp Business chat, are logged on each lead.
- The ERPNext integration creates quotations from deals and customers from won deals.
- Custom fields, stage renaming, and permissions can be set up without code.
Cons
- Community users report slow progress on long-open issues and feature requests.
- Users report gaps between leads, deals, and ERPNext quotations, with won deals not always creating customers.
- Logging calls and scheduling follow-up tasks is described as tedious.
- There is no marketing automation and fewer out-of-the-box features than HubSpot or Odoo.
- There are very few formal reviews on review sites, and the interface is English only according to AlternativeTo.
Redtail CRM
Pros
- Built specifically for financial advisors, with seminar management, household records, and compliance-oriented notes.
- Growth includes compliant, archived client texting (Speak) and 200 GB of document imaging without separate add-on fees.
- Advertises 100+ integrations with advisor tools such as Orion, Schwab, eMoney, and Riskalyze.
- Transparent per-user pricing, starting at $39 per user per month on annual billing, plus a 30-day free trial.
- Rated around 4.3 out of 5 on G2 across more than 260 reviews.
Cons
- Reviewers frequently describe the interface as dated.
- Offers less customization than competing CRMs, according to SmartAsset and CRO Club.
- Some G2 reviewers report that integration syncing is unreliable and links break.
- No 24/7 support, and reports of response times and hold periods are mixed.
- Workflows, automation, and AI features require the pricier Growth plan, and Launch is capped at five users.
Not sold on either?
Frequently Asked Questions
Frappe CRM scores higher on our CRM criteria: 7/10 against 5.8/10 for Redtail CRM. The largest gap is in Cost: 10/10 for Frappe CRM and 6/10 for Redtail CRM.
Frappe CRM costs less for 10 users: free on its Self-host plan, against about $650/mo on its Growth plan for Redtail CRM, billed monthly.
Frappe CRM has a free plan; Redtail CRM does not list one.
Frappe CRM is the better fit for sales teams: we rate it 8/10 for them, against 4/10 for Redtail CRM.
