ActiveCampaign vs. Redtail CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ActiveCampaign
Score 8.0 out of 10
N/A
ActiveCampaign helps small teams power big businesses with a platform for intelligent marketing automation. It provides email marketing, marketing automation, and CRM tools that help businesses to create incredible customer experiences.
$19
per month
Redtail CRM
Score 8.7 out of 10
N/A
Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
$20
per month
Pricing
ActiveCampaignRedtail CRM
Editions & Modules
No answers on this topic
Starter
$20
per month
Basic
$30
per month
Pro
$50
per month
Offerings
Pricing Offerings
ActiveCampaignRedtail CRM
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
ActiveCampaignRedtail CRM
Considered Both Products
ActiveCampaign
Chose ActiveCampaign
We signed up for Redtail after ActiveCampaign because ActiveCampaign doesn't give us the options that Redtail does in terms of managing records of financial planning client interactions. Asana is our primary project management software because it's much more user-friendly for …
Redtail CRM

No answer on this topic

Top Pros
Top Cons
Features
ActiveCampaignRedtail CRM
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
ActiveCampaign
8.9
664 Ratings
13% above category average
Redtail CRM
-
Ratings
WYSIWYG email editor9.3581 Ratings00 Ratings
Dynamic content9.0520 Ratings00 Ratings
Ability to test dynamic content8.7471 Ratings00 Ratings
Landing pages8.0338 Ratings00 Ratings
A/B testing9.0380 Ratings00 Ratings
Mobile optimization9.3526 Ratings00 Ratings
Email deliverability reporting7.4631 Ratings00 Ratings
List management9.6650 Ratings00 Ratings
Triggered drip sequences9.6574 Ratings00 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
ActiveCampaign
7.4
524 Ratings
4% below category average
Redtail CRM
-
Ratings
Lead nurturing automation9.1491 Ratings00 Ratings
Lead scoring and grading8.1359 Ratings00 Ratings
Data quality management9.1401 Ratings00 Ratings
Automated sales alerts and tasks9.1355 Ratings00 Ratings
Lead segmentation and distribution1.81 Ratings00 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
ActiveCampaign
9.5
374 Ratings
22% above category average
Redtail CRM
-
Ratings
Calendaring9.6295 Ratings00 Ratings
Event/webinar marketing9.4286 Ratings00 Ratings
Social Media Marketing
Comparison of Social Media Marketing features of Product A and Product B
ActiveCampaign
9.5
287 Ratings
24% above category average
Redtail CRM
-
Ratings
Social sharing and campaigns9.6254 Ratings00 Ratings
Social profile integration9.4250 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
ActiveCampaign
8.3
627 Ratings
10% above category average
Redtail CRM
-
Ratings
Dashboards8.0597 Ratings00 Ratings
Standard reports8.0584 Ratings00 Ratings
Custom reports9.0377 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
ActiveCampaign
9.2
491 Ratings
19% above category average
Redtail CRM
-
Ratings
API9.5391 Ratings00 Ratings
Role-based workflow & approvals9.2267 Ratings00 Ratings
Customizability9.4420 Ratings00 Ratings
Integration with Salesforce.com9.292 Ratings00 Ratings
Integration with Microsoft Dynamics CRM9.760 Ratings00 Ratings
Integration with SugarCRM9.756 Ratings00 Ratings
Third-party software integrations7.520 Ratings00 Ratings
Best Alternatives
ActiveCampaignRedtail CRM
Small Businesses
Vbout
Vbout
Score 9.4 out of 10
Creatio
Creatio
Score 9.1 out of 10
Medium-sized Companies
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.3 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.3 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ActiveCampaignRedtail CRM
Likelihood to Recommend
7.9
(676 ratings)
10.0
(7 ratings)
Likelihood to Renew
8.4
(25 ratings)
-
(0 ratings)
Usability
7.6
(38 ratings)
-
(0 ratings)
Availability
9.1
(5 ratings)
-
(0 ratings)
Performance
6.9
(5 ratings)
-
(0 ratings)
Support Rating
1.4
(41 ratings)
-
(0 ratings)
In-Person Training
9.1
(2 ratings)
-
(0 ratings)
Online Training
7.3
(1 ratings)
-
(0 ratings)
Implementation Rating
8.6
(14 ratings)
-
(0 ratings)
Configurability
6.5
(4 ratings)
-
(0 ratings)
Ease of integration
8.9
(4 ratings)
-
(0 ratings)
Product Scalability
1.6
(5 ratings)
-
(0 ratings)
Vendor post-sale
6.5
(4 ratings)
-
(0 ratings)
Vendor pre-sale
7.2
(4 ratings)
-
(0 ratings)
User Testimonials
ActiveCampaignRedtail CRM
Likelihood to Recommend
ActiveCampaign
ActiveCampaign is brilliant for small businesses wanting a secure, reliable and user friendly email capture software that filters users emails into the appropriate category/tags and have endless options when it comes to having different lead magnets and ways users may sign up. It's been super handy for my small business to send regular emails and be able to analyse the success rates and open rates of emails and the ability to resend them with a different subject line. It's made email marketing really easy peasy.
Read full review
Orion Advisor Tech
It is extremely well suited to client management in the insurance and financial services industries. I think it would not be nearly as useful in a retail setting as many of the features would be irrelevant.
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Pros
ActiveCampaign
  • The graphic design is very good, especially fonts, colours and templates
  • Flexibility of design and functionality
  • Takes a little while to learn it, but generally user-friendly
  • Looks very professional but doesn't cost much to get started
  • There are masses of integrations for ActiveCampaign, and the ones I tried all worked well and didn't take long to figure out.
Read full review
Orion Advisor Tech
  • Redtail CRM gives the capability to have a place to store all client-related documents in a readily accessible, yet secure, location.
  • Redtail CRM has a feature to input notes and comments on particular clients in order to keep track of communications with and steps taken for those clients. Those notes can be easily accessed across the firm.
  • Redtail CRM allows all email communications to be stored in a safe and secure manner as well as making those communications accessible on demand.
Read full review
Cons
ActiveCampaign
  • The email designing part could be easier to use. There are certain simple shortcuts that don't work, for example, adding links is more complicated than it should be, moving blocks around is hard, etc.
  • There's no good way to filter by 'active' and 'inactive' subscribers when editing en-mass.
  • I'd like more reporting data on one page.
Read full review
Orion Advisor Tech
  • I would like to see the ability to push annuity business into Redtail like brokerage accounts.
  • I would like to be able to attach documents to specific notes instead of just contacts in general.
  • Those are the only two cons that I have.
Read full review
Likelihood to Renew
ActiveCampaign
I am committed at the moment. Rebuilding the automations I have would be a huge time drain. Plus the cost of learning a new system and the risk to deliverability of porting a 6,000 person list to a new platform. Also, AC offers everything I need ast a reasonable (but a little high) price. So, why not a 10? Because, early 2023, AC dropped a massive 2x price hike on long-term customers. They knew few would shift, so this feels like a cynical cash grab and left a bad taste, If they do something like this again, this camel will have a broken back.
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Orion Advisor Tech
No answers on this topic
Usability
ActiveCampaign
ActiveCampaign has been the easiest marketing automation software we have ever used. They provide tips throughout the entire process of anything you are building. Their support team through LIVE CHAT has been extremely fast and helpful. The monthly meetings provided with the enablement team has helped us through several large and urgent needs.
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Orion Advisor Tech
No answers on this topic
Reliability and Availability
ActiveCampaign
I haven't experienced application errors or unplanned outages at all. Active Campaign is ultra reliable and I would not be using them if that were the case. Also, the helpful emails they send are welcomed and informative, and present very practical tips and guidance for using the platform. They're always demonstrating new features and I'm thankful for that.
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Orion Advisor Tech
No answers on this topic
Performance
ActiveCampaign
Oh my gosh, Active Campaign's performance gets an A+++ in my book. The pages load quickly and so do the reports. I haven't noticed any slowdowns when it's integrating with other programs and it performs excellently on all levels.
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Orion Advisor Tech
No answers on this topic
Support Rating
ActiveCampaign
This might be the best part. The chat support lady offered to make a video to help me solve my problem. I worked in customer service for years and I've never done that, lol. So, if they're offering things like that, I can only imagine that they'd be able to handle most any issue you throw at them.
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Orion Advisor Tech
No answers on this topic
Implementation Rating
ActiveCampaign
Very satisfied with our implementation in our professional medical practice, allowing us to be on top of client service, and not miss out on crucial information and insights. Marketing is often neglected in professional practices and ActiveCampaign solved this problem with aplomb.
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Orion Advisor Tech
No answers on this topic
Alternatives Considered
ActiveCampaign
I moved to ActiveCampaign from Mailchimp. Admittedly, I was using the free version of Mailchimp, but I had numerous episodes of subscriber data NOT being added to Mailchimp, despite using API to integrate with my mailing list. Obviously, I couldn't pay for clicks and not capture subscriber data, so I had to find something else. ActiveCampaign has been 100% reliable in testing.
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Orion Advisor Tech
Quite honestly, I have visibility into a number of CRM systems and Redtail stands alone as the strongest contender. It has the most thorough and customizable interface of any I have encountered. There are few other tools that offer the unmatched flexibility and the depth that any business could stand to profit from.
Read full review
Scalability
ActiveCampaign
My web designer told me about Active Campaign and although I don't recall which platform I had before, I LOVE Active Campaign and its user friendliness. The transition was seamless and I've never had a problem with functionality or server failure.
Active Campaign provides so many features, and makes it easy for non-techies to maneuver around the site with ease. They capture information and put it in an easy-to-read format.
At this point, I don't think I'd ever use any other platform!
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Orion Advisor Tech
No answers on this topic
Return on Investment
ActiveCampaign
  • I haven't monetized my list yet so no clear ROI but great from a list-building perspective
  • The software is not cheap so at times I feel like I may not be getting the most out of the product because I'm not using all of the features
Read full review
Orion Advisor Tech
  • Redtail makes it easy to log customer interactions for compliance related fields.
  • With Redtail, you don't have to worry about losing information. Just pull up the customer's profile and make some notes on what is going on. You can never be too detailed in the advisor industry.
  • The integration ability at Redtail really saves us heaps of time. You can feed information over from the custodian straight over to another 3rd party. API is game changing!
Read full review
ScreenShots

ActiveCampaign Screenshots

Screenshot of tagging, that when combined with conditional content helps to put the right message in front of each customer.Screenshot of marketing automationScreenshot of audience segmentation based on engagement, purchase activity, lead score, or any other dimensionScreenshot of live chat, site messaging, email, and a unified inbox that can be used to build relationships with customers.Screenshot of the CRM, which helps sales reps to get more done in less time