HubSpot CRM vs. Redtail CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
HubSpot CRM
Score 8.5 out of 10
N/A
HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work.…
$0
Per Month [Unlimited Users]
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
HubSpot CRMRedtail CRM
Editions & Modules
Free Forever
$0
Per Month [Unlimited Users]
CRM Bundle
$50
per month
Starter
$20
per month
Basic
$30
per month
Pro
$50
per month
Offerings
Pricing Offerings
HubSpot CRMRedtail CRM
Free Trial
YesNo
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
HubSpot CRMRedtail CRM
Top Pros
Top Cons
Features
HubSpot CRMRedtail CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
HubSpot CRM
8.0
1514 Ratings
4% above category average
Redtail CRM
-
Ratings
Customer data management / contact management8.71465 Ratings00 Ratings
Workflow management8.31428 Ratings00 Ratings
Territory management6.6184 Ratings00 Ratings
Opportunity management8.21366 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)8.51471 Ratings00 Ratings
Contract management8.0185 Ratings00 Ratings
Quote & order management7.4989 Ratings00 Ratings
Interaction tracking8.41419 Ratings00 Ratings
Channel / partner relationship management7.7186 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
HubSpot CRM
7.5
1001 Ratings
0% above category average
Redtail CRM
-
Ratings
Case management7.4933 Ratings00 Ratings
Call center management7.6804 Ratings00 Ratings
Help desk management7.4855 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
HubSpot CRM
8.5
1336 Ratings
12% above category average
Redtail CRM
-
Ratings
Lead management8.51260 Ratings00 Ratings
Email marketing8.61268 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
HubSpot CRM
7.6
1384 Ratings
0% above category average
Redtail CRM
-
Ratings
Task management8.01326 Ratings00 Ratings
Billing and invoicing management7.1684 Ratings00 Ratings
Reporting7.71224 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
HubSpot CRM
7.9
1353 Ratings
4% above category average
Redtail CRM
-
Ratings
Forecasting7.61059 Ratings00 Ratings
Pipeline visualization8.21282 Ratings00 Ratings
Customizable reports7.81247 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
HubSpot CRM
7.4
1291 Ratings
2% below category average
Redtail CRM
-
Ratings
Custom fields8.01266 Ratings00 Ratings
Custom objects7.81096 Ratings00 Ratings
Scripting environment6.3132 Ratings00 Ratings
API for custom integration7.6889 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
HubSpot CRM
8.4
1248 Ratings
1% above category average
Redtail CRM
-
Ratings
Single sign-on capability8.41112 Ratings00 Ratings
Role-based user permissions8.51189 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
HubSpot CRM
7.4
854 Ratings
2% above category average
Redtail CRM
-
Ratings
Social data7.5837 Ratings00 Ratings
Social engagement7.3826 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
HubSpot CRM
7.7
959 Ratings
7% above category average
Redtail CRM
-
Ratings
Marketing automation7.8952 Ratings00 Ratings
Compensation management7.5617 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
HubSpot CRM
7.9
1138 Ratings
5% above category average
Redtail CRM
-
Ratings
Mobile access7.91138 Ratings00 Ratings
Best Alternatives
HubSpot CRMRedtail CRM
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Creatio
Creatio
Score 9.1 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
HubSpot CRMRedtail CRM
Likelihood to Recommend
8.5
(1557 ratings)
10.0
(7 ratings)
Likelihood to Renew
9.8
(27 ratings)
-
(0 ratings)
Usability
8.3
(1444 ratings)
-
(0 ratings)
Support Rating
7.2
(23 ratings)
-
(0 ratings)
Implementation Rating
8.0
(8 ratings)
-
(0 ratings)
User Testimonials
HubSpot CRMRedtail CRM
Likelihood to Recommend
HubSpot
Hubspot CRM has helped me numerous times in following up with customers if they are not immediately ready to secure services. The reminder allows me to revisit our past conversations and follow up to see if the timing is more accurate for them to sign an agreement. The ability to log all attachments under a customer or a deal is convenient and minimizes my search time in my database of customer or company files.
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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
HubSpot
  • It tracks emails including opens, clicks, and keeps a great log.
  • I love how they give you options to build your own reports as well as some templated reports as well.
  • It creates an easy way to work with your colleagues even if its remote positions.
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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.
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Cons
HubSpot
  • Pricing - HubSpot offers a number of great features in the free version however the paid options can be pricey.
  • The free version could do with more options in some of the additional areas such as the marketing platform. Although there are some options included, they are very limited.
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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.
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Likelihood to Renew
HubSpot
To be honest there are some barriers due to which we are unable to use Hubspot at it's full potentials. The region that we work in has some restrictions that don't allow us to make calls or text which leaves us to just Email to the client.
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Orion Advisor Tech
No answers on this topic
Usability
HubSpot
I think the usability is great. I am able to train a new agent with zero experience in our process with HubSpot in a day or less. They can be proficient in using HubSpot quickly, the way I've designed it to work, in less than a week. I am able to load new leads, set calling campaigns, and start prospecting quickly. I've even had to call customer service for help, and they were super helpful.
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Orion Advisor Tech
No answers on this topic
Support Rating
HubSpot
Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.
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Orion Advisor Tech
No answers on this topic
Implementation Rating
HubSpot
If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate
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Orion Advisor Tech
No answers on this topic
Alternatives Considered
HubSpot
Salesforce requires a lot of in-depth knowledge both to implement and to manage. I found it to be quite clunky and there was an additional overhead for any marketing functionality, that wasn't up to par. Whilst Zoho had some good features, in practice the CRM was difficult to manage, customer support was non-existent, and like Salesforce, required 3rd party support agents in order make simple changes. comparison, HubSpot allows the user to make many changes themselves such as adding and mapping properties, and also has excellent customer service. Combined with a well-rounded offer in terms of marketing, analytics and a good CRM, HubSpot stands out as the clear winner.
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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.
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Return on Investment
HubSpot
  • Automation helps to save time so that we can reach out to more prospecting or save time that can be spent on more strategic sales tasks like deal management
  • Visibility/collaboration helps connect marketing and sales efforts vs them being siloed
  • Connection with salesforce helps us to get more out of our CRM spend as we have valuable data insights coming from Hubspot
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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!
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ScreenShots

HubSpot CRM Screenshots

Screenshot of Store, track, manage, and report on the deals (sometimes referred to as “opportunities”) your sales team is working.Screenshot of Our contact record enables your team to record and retrieve information on anyone your business interacts with, helping everyone to stay on the same page.Screenshot of The product library gives you visibility into the goods and services you sell, then associates them with individual deals. With products, you can easily track what you're selling to your customers and from what channels.