Redtail CRM vs Zoho CRM: Complete Comparison (2026)
An in-depth comparison of Redtail CRM and Zoho CRM to help you choose the right tool for your business.
Last updated: November 2026
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.
Zoho CRM
7.2/10
Cloud CRM from Zoho for small and mid-sized sales teams, with a free plan for 3 users and four paid per-user editions.
Feature-by-Feature Comparison
| Feature | | Z Zoho CRM |
|---|---|---|
| Scores | ||
| Overall Rating | 5.8/10 | 7.2/10 |
| Customization | 4/10 | 8/10 |
| Analytics | 5/10 | 7/10 |
| Integration | 7/10 | 8/10 |
| Support | 6/10 | 5/10 |
| Ease of Use | 6/10 | 6/10 |
| Security | 7/10 | 7/10 |
| Cost | 6/10 | 8/10 |
| Scalability | 6/10 | 7/10 |
| Pricing | ||
| Free plan | No | Yes |
| Cheapest paid plan | $45/user/mo Launch | $20/user/mo Standard |
| Estimated cost for 10 users | $650/mo Growth | $200/mo Standard |
| Features | ||
| Collaboration | ||
| Contact Management | ||
| Integrations | ||
| Mobile Access | ||
| Opportunity Management | ||
| Reporting & Analytics | ||
| Sales Automation | ||
| Built-in Calling | Not listed | |
| Lead Management | Not listed | |
Redtail CRM vs Zoho CRM cost by team size
Zoho CRM costs less at every team size we checked.
| Team size | Redtail CRM | Zoho CRM |
|---|---|---|
| 1 user | $45/moLaunch | FreeFree |
| 5 users | $225/moLaunch | $100/moStandard |
| 10 users | $650/moGrowth | $200/moStandard |
| 25 users | $1,625/moGrowth | $500/moStandard |
| 50 users | $3,250/moGrowth | $1,000/moStandard |
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?
Why choose Redtail CRM
- Higher Support score (6/10 vs 5/10)
ZWhy choose Zoho CRM
- Has a free plan (Redtail CRM does not)
- Lower estimated cost for 10 users: $200/mo vs $650/mo
- Higher Customization score (8/10 vs 4/10)
- Higher Analytics score (7/10 vs 5/10)
- Better fit for sales teams (8/10 vs 4/10)
Pros & Cons
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.
ZZoho CRM
Pros
- The free edition supports 3 users with mobile apps and basic workflows, so very small teams can use it at no cost.
- Annual billing for Standard costs about 14 USD per user per month, which is low for a CRM that includes forecasting and built-in calling.
- Reviewers praise how closely it works with other Zoho apps such as Desk, Campaigns and Analytics.
- Admins can heavily customize it with custom modules, Blueprint processes, widgets and custom functions.
Cons
- Monthly billing costs roughly 25 to 52 percent more per seat than annual billing.
- Reviewers report a learning curve, especially when building workflow automation.
- Advanced automation often needs developers or custom functions.
- Reviews often mention slow or limited customer support and occasional sluggish performance.
- Zia AI is only included from the Enterprise edition up.
Not sold on either?
Frequently Asked Questions
Zoho CRM scores higher on our CRM criteria: 7.2/10 against 5.8/10 for Redtail CRM. The largest gap is in Customization: 4/10 for Redtail CRM and 8/10 for Zoho CRM.
Zoho CRM costs less for 10 users: about $200/mo on its Standard plan, against about $650/mo on its Growth plan for Redtail CRM, billed monthly.
Zoho CRM has a free plan; Redtail CRM does not list one.
Zoho CRM is the better fit for sales teams: we rate it 8/10 for them, against 4/10 for Redtail CRM.
