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Redtail CRM alternatives

As of Nov 12, 2026, the highest-graded Redtail CRM alternative is Nutshell (2.4 GPA). The best free one is Capsule CRM (2.2 GPA). The catch, in its listing's words: "Free plan for up to 2 users."

Redtail CRM compared with 6 alternatives: Wealthbox, Maximizer CRM, Nutshell, Capsule CRM, Act! and 1 more.

Redtail CRM is a paid product with a free trial, starting at $39 per user / month, billed yearly ($45 billed monthly). 1 of the 6 alternatives is free or has a free plan. 3 more offer a free trial.

Listings checked up to Nov 12, 2026 · Where the facts come from

Black Friday: is there a Redtail CRM sale?

At a glance

ToolPriceFree planRuns on
Redtail CRMThis toolFree trial · from $39/moTrial onlyWeb
WealthboxFree trial · from $65/moTrial onlyWeb, iOS, Android
Maximizer CRMFrom $65/moNoWeb
NutshellFree trial · from $13/moTrial onlyWeb, iOS, Android
Capsule CRMFree plan · from $18/moYesWeb, iOS, Android
Act!Free trial · from $30/moTrial onlyWeb, iOS, Android
PractifiFrom $135/moNoWeb

Price against what you get

Redtail CRM starts at $39 a month for each person and scores 2.3 out of 4 on features, ease of use and platforms. 2 of the 6 alternatives on this chart score higher and start lower: Nutshell and Act!.

Capsule CRM starts lower without scoring higher.

Features, ease of use and platforms, averaged

C2.0B3.0A4.0$1$2$5$10$20$50$100$200$500More for lessCosts more, scores moreCosts less, scores lessCosts more, scores lessRedtail CRMWealthboxMaximizer CRMNutshellCapsule CRMAct!Practifi

What paid plans start at, a month (each step along is roughly double) →

  • The best score at each price
  • Has a free plan
  • No free plan
The full chart of CRM tools, and the best at every price

How each one differs from Redtail CRM

  1. Wealthbox

    CRM built for financial advisors and wealth management firms

    • Wealthbox starts at $65 per user / month (billing basis not stated).
    • Wealthbox also lists iOS and Android apps.
    • Wealthbox also covers meeting notes, tasks and dashboards.
    • Wealthbox does not cover calendar, documents and business texting, which Redtail CRM does.

    Suits: Independent financial advisors and RIA teams

    Wealthbox vs Redtail CRMWealthbox pricing and details

  2. Maximizer CRM

    Customizable CRM that works from Outlook, with a finance edition

    • Maximizer CRM starts at $65 per user / month (billing basis not stated).
    • Maximizer CRM is self-hostable, according to its own site.
    • Maximizer CRM also covers email campaigns and dashboards.
    • Maximizer CRM does not cover calendar, documents and business texting, which Redtail CRM does.

    Suits: Teams that spend their day in Outlook and Microsoft 365

    Maximizer CRM vs Redtail CRMMaximizer CRM pricing and details

  3. Nutshell

    Sales CRM with email marketing, forms and AI built into every plan

    • Nutshell starts at $13 per user / month, billed annually ($19 billed monthly).
    • Nutshell also lists iOS and Android apps.
    • Nutshell also covers booking links and forms.
    • Nutshell does not cover calendar, documents and business texting, which Redtail CRM does.

    Suits: Small sales teams that want a low per-user entry price

    Nutshell vs Redtail CRMNutshell pricing and details

  4. Capsule CRM

    Small-business CRM for contacts, sales pipelines and projects

    • Capsule CRM starts at $18 per user / month, billed annually ($22 billed monthly).
    • Capsule CRM has a free plan, which Redtail CRM lacks.
    • Capsule CRM also lists iOS and Android apps.
    • Capsule CRM also covers tasks and kanban boards.
    • Capsule CRM does not cover calendar, documents and business texting, which Redtail CRM does.

    Suits: Solo users and pairs who want a free CRM for up to 250 contacts

    Capsule CRM vs Redtail CRMCapsule CRM pricing and details

  5. Act!

    CRM and email marketing platform for small businesses

    • Act! starts at $30 per user / month, billed annually.
    • Act! also lists iOS and Android apps.
    • Act! also covers booking links, marketing automation, forms and surveys.
    • Act! does not cover calendar, workflow automation, documents and business texting, which Redtail CRM does.

    Suits: Small businesses that want CRM and email marketing from one vendor

    Act! vs Redtail CRMAct! pricing and details

  6. Practifi

    CRM for wealth management firms, in AI-first or configurable form

    • Practifi starts at $135 per user / month (Naya, tiered by firm size and configuration).
    • Practifi also covers meeting notes and AI agents.
    • Practifi does not cover calendar, documents and business texting, which Redtail CRM does.

    Suits: RIA and wealth management firms that want a CRM shaped around advisory workflows

    Practifi vs Redtail CRMPractifi pricing and details

Limits worth knowing in Redtail CRM

  • Launch is limited to 5 users and has no workflows, imaging or texting; those start on Growth.
  • Compliant texting is subject to broker-dealer approval.
  • Enterprise has no published price and needs a minimum license commitment.
  • The 30-day trial covers the Growth plan and is for new users only.
Redtail CRM pricing and details

Common questions

What are the alternatives to Redtail CRM?

The alternatives to Redtail CRM in this directory are Wealthbox, Maximizer CRM, Nutshell, Capsule CRM, Act! and Practifi. Each one has a side-by-side comparison with Redtail CRM.

Is there a free alternative to Redtail CRM?

Yes. Capsule CRM has a free plan alongside paid ones.

Which Redtail CRM alternatives work on Android?

The Redtail CRM listing does not include an Android app. Wealthbox, Nutshell, Capsule CRM and Act! list one.

Which Redtail CRM alternatives work on iOS?

The Redtail CRM listing does not include an iOS app. Wealthbox, Nutshell, Capsule CRM and Act! list one.

When were these prices checked?

Each listing shows its own date. On this page they run from Oct 5, 2026 to Nov 12, 2026. Vendors change prices without notice, so confirm on their site before you buy.

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