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Head-to-head · Financial Services CRM Software

Zoho CRM vs Redtail CRM

  • Updated Oct 2026
  • Both researched from official sources
  • 2 checks side by side
Higher score Zoho CRM #2 in Financial Services CRM Software 9.0/10 Free plan · 15-day trial Free planFree trial✓ 0 of 5 features Visit Zoho CRM
Redtail CRM #5 in Financial Services CRM Software 8.7/10 30-day trial Free trial✓ 0 of 5 features Visit Redtail CRM

Zoho CRM leads on 2 checks, Redtail CRM on 0, and 0 are even. Who comes out ahead on the 2 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreZoho CRM · 9.0/10
  • Lowest starting priceZoho CRM · $14/user/mo
  • Free planonly Zoho CRM
  • Free trialboth

Zoho CRM scores higher on our rubric for financial services crm software: 9.0 against 8.7 out of 10; our editors rank them #2 and #5.

Zoho CRM offers free plan; Redtail CRM doesn't. Zoho CRM is cheaper to start at $14/user/mo against $39/user/mo.

Zoho CRM is the better fit for small firms seeking low-cost flexibility. Redtail CRM is the better fit for budget-conscious financial advisors.

  • Zoho CRM fits best

    Small firms seeking low-cost flexibility

  • Redtail CRM fits best

    Budget-conscious financial advisors

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Zoho CRM 9.0/10 Visit ↗ Redtail CRM 8.7/10 Visit ↗
At a glance
Editor score 9.0 8.7
Ranking #2 in Financial Services CRM Software #5 in Financial Services CRM Software
Best for Small firms seeking low-cost flexibility Budget-conscious financial advisors
Pricing model Free plan + paid Paid
Starting price $14/user/mo (best) $39/user/mo
Free plan ✓ (best) —
Free trial 15 days 30 days
Free trial length 15 days · no card needed 30 days · no card needed
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web, iOS, Android
Support Email, Live chat, Phone, Tickets, Community, Docs Email, Phone, Live chat, Docs
Compliance GDPR SOC 2
Integrations 1,100+ integrations 192+ integrations
Built for Solo, Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Zoho CRM 0/5 · Redtail CRM 0/5
Compliance workflows Not checked yet Not checked yet
Opportunity management Not checked yet Not checked yet
Client portal Not checked yet Not checked yet
Audit trail Not checked yet Not checked yet
Email and calendar sync Not checked yet Not checked yet
Specs
Deployment Not checked yet Not checked yet
Our review
Pros
  • Free plan supports up to 3 users
  • Sales, marketing, workflow, and AI features in one CRM
  • Web, iOS, Android, and API access
  • Launch includes core CRM, mobile access, reporting, and integrations.
  • Growth adds automated workflows, permissions, and document storage.
  • Web, iOS, and Android access supports client work across devices.
Cons
  • Financial-services-specific workflows are limited
  • No verified audit trail or client portal
  • Pricing varies by billing term, region, and currency
  • Launch is limited to a maximum of 5 users.
  • Annual billing is required for the listed $39 and $59 plan prices.
  • Enterprise requires a minimum license commitment and custom planning.
Our verdict

Zoho CRM is a cloud-based customer relationship management platform for sales teams and customer-facing organizations. It manages leads, contacts, accounts, deals, activities, pipelines, campaigns, workflows, analytics, and customer…

Read the review →

Redtail CRM is a web-based customer relationship management platform for financial advisors, registered investment advisors, broker-dealers, and enterprise advisory firms. It centralizes client and account records, supports custom fields…

Read the review →
  1. Zoho CRMFinancial Services CRM Software 9.0Free plan · 15-day trial
  2. Redtail CRMFinancial Services CRM Software 8.730-day trial

Strengths and trade-offs

  • Zoho CRM — where it wins

    • Free plan supports up to 3 users
    • Sales, marketing, workflow, and AI features in one CRM
    • Web, iOS, Android, and API access

    Where it doesn't

    • Financial-services-specific workflows are limited
    • No verified audit trail or client portal
    • Pricing varies by billing term, region, and currency

  • Redtail CRM — where it wins

    • Launch includes core CRM, mobile access, reporting, and integrations.
    • Growth adds automated workflows, permissions, and document storage.
    • Web, iOS, and Android access supports client work across devices.

    Where it doesn't

    • Launch is limited to a maximum of 5 users.
    • Annual billing is required for the listed $39 and $59 plan prices.
    • Enterprise requires a minimum license commitment and custom planning.
  • Zoho CRM9.0/10 · Free plan · 15-day trial

    Flexible CRM coverage at a low entry price, with limited financial-services specialization.

    Visit Zoho CRMFull verdict →
  • Redtail CRM8.7/10 · 30-day trial

    A financial-services CRM with core client management, workflow, reporting, and mobile tools.

    Visit Redtail CRMFull verdict →

More comparisons

All financial services CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update