Maximizer CRM vs Redtail CRM (2026): which should you pick?
As of Nov 12, 2026, Redtail CRM grades higher than Maximizer CRM: 2.0 against 1.6 out of 4.0.
Checked Nov 12, 2026 · graded Nov 12, 2026 by ToolGPA
Redtail CRM grades higher on value for money and the free plan. They get the same grade on features, ease of use and platforms.
Price, platforms and features side by side. The table says where each price was read and when.
Maximizer CRM
Customizable CRM that works from Outlook, with a finance edition
Redtail CRM
CRM for financial advisors, with compliant texting and imaging
Which one is for you
Pick Maximizer CRM if
- Fits if your team lives in Outlook and Microsoft 365
- Makes sense if you need the CRM installed on your own servers
Look elsewhere if
- Pricey if you are one person: Core is $65 a user and the pipeline needs $79
- Skip it if you want automation or AI, because both start on Business + at $89
- Watch out: billing basis isn't stated, and Enterprise and On-Premise have no published price
- Not for you if you want to try before talking to sales, as no trial is listed
Pick Redtail CRM if
- Fits if you are a solo advisor or small advisory practice
- Works for firms that must archive client notes, email and texts
Look elsewhere if
- Tight if you grow past 5 users, as Launch caps there
- Skip it if you want workflows or texting on the cheaper plan, because both start on Growth at $59
- Watch out: compliant texting depends on broker-dealer approval
- Watch out: Enterprise has no published price and needs a minimum licence commitment
How we grade them
| 1.6GPAMaximizer CRMWeak | 2.0GPARedtail CRMFair | |
|---|---|---|
| Value for money | D$65 a user for Core, and the pipeline views start at $79 and the workflows and AI at $89, against a category middle of $25. | C$39 a user billed yearly ($45 monthly) on Launch and $59 on Growth, where the workflows are. |
| Free plan and trial | FNo free plan and no trial; the pricing page points to a demo. | DA 30-day trial of Growth for new users, with no word on a card. No free plan. |
| Features | CContacts, pipeline, forecasting and workflows. AI insights and automation need Business +, and investment data for advisers is still listed as coming soon. | CContacts, accounts, pipeline, reporting and a mobile app. Workflows, imaging and Speak need Growth. |
| Ease of use | CNo store rating on record. Adding Outlook, dashboards and workflows takes setup. | CNo store rating on record. Workflows and integrations to set up. |
| Platforms and integrations | BWeb, Microsoft Outlook and Microsoft 365, a mobile access feature, and an on-premise version. The list of integrations is short. | BWeb and a mobile app, with Orion, Schwab, eMoney, Fidelity, Envestnet and Zapier connections. |
| Best for | a CRM that works from inside Outlook | a CRM for solo advisors and small advisory firms |
The GPA is the average of the five grades: an A is 4 points, an F is none. The full reasons are on each tool's page: Maximizer CRM and Redtail CRM. How we grade
Price against what you get
Maximizer CRM starts at $65 a month for each person and scores 2.3 out of 4 on features, ease of use and platforms. Redtail CRM starts at $39 a month for each person and scores 2.3.
They score the same, and Redtail CRM starts $26 a month lower. Of the other CRM tools on the chart, 35 score higher than Maximizer CRM for less, and 30 score higher than Redtail CRM for less.
Features, ease of use and platforms, averaged
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
Where they differ
- Maximizer CRM is self-hostable, according to its own site.
- Maximizer CRM also covers email campaigns and dashboards.
- Redtail CRM also covers calendar, documents and business texting.
At a glance
| Maximizer CRM | Redtail CRM | |
|---|---|---|
| Pricing | Paid | Free trial |
| Starts at | $65 per user / month (billing basis not stated) | $39 per user / month, billed yearly ($45 billed monthly) |
| Free plan | None | None |
| Free trial | None listed | 30-day free trial of the Growth plan, for new users only |
| Web | ||
| Made by | Maximizer Services Inc. | Redtail Technology |
| Price read from | maximizer.com | redtailtechnology.com |
| Checked | Nov 12, 2026 | Nov 12, 2026 |
Worth knowing
Maximizer CRM
- The pricing page does not say whether the per-user prices are billed monthly or annually, and no trial is listed; it points to a demo.
- AI insights and workflow automation start on the Plus plans; Core has neither.
- Enterprise and On-Premise have no published price and are sold through sales.
- Investment and insurance data beside each client is listed as coming soon on the top financial services plan.
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.
Key features
Maximizer CRM
- Work from Outlook
- Emails and appointments sync to Maximizer from the inbox, and the Core plan includes working directly from Outlook.
- Pipeline and forecasting
- Business adds opportunities on kanban boards, a pipeline and forecast view and activity targets for reps and teams.
- AI insights
- The Plus plans add AI that flags deals needing attention, coaches deals, prepares meetings and summarizes calls, emails and notes.
- Financial services edition
- A separate plan set shows a whole book of business, family connections and client investments, and states audit logs and Canadian hosting.
- Workflows and email campaigns
- Automated workflows start on the Plus plans. The plan comparison also lists email campaigns, customer service cases and action plans.
- On-premise option
- The same CRM can run on the customer's own infrastructure, with control over when updates happen.
Redtail CRM
- Contacts and accounts
- Contact and account management with user-defined fields, segmentation, compliant note entry and archiving, and customizable database lists.
- Workflows and automation
- Process workflows, automation triggers and templates are listed from the Growth plan.
- Sales pipeline tracker
- A pipeline tracker and seminar and event management sit alongside shareable calendars and automated reports.
- Redtail Imaging
- CRM-integrated document management with audit trails, indexes for searching files and 200 GB of storage, included in Growth.
- Redtail Speak
- Archived, searchable texting for advisors, with scheduling, bulk texting and an AI assistant. The page says it is subject to broker-dealer approval.
- Integrations and mobile app
- The vendor lists more than 100 integrations with advisor tools, plus a secure mobile app on both plans.
Plans
Maximizer CRM
Core$65
per user / month, billing basis not stated
Contacts, tasks and reminders, interaction tracking, mobile access and working from Outlook.
Business$79
per user / month, billing basis not stated
Everything in Core, plus opportunities on kanban boards, pipeline and forecast views, custom dashboards and activity targets.
Business +$89
per user / month, billing basis not stated
Everything in Business, plus AI insights on deals, deal coaching and meeting prep, automated workflows and AI playbooks.
EnterpriseCustom
Custom solution development, a dedicated professional services team and an enterprise SLA. Sold through sales.
On-PremiseCustom
The same CRM deployed on the customer's own servers. Price on request; sold through sales.
Redtail CRM
Launch$39
per user / month, billed yearly ($45 billed monthly)
Maximum of 5 users. Contact and account management, reporting, segmentation, mobile app and integrations.
Growth$59
per user / month, billed yearly ($65 billed monthly)
Unlimited users. Everything in Launch plus Imaging and Speak, process workflows, automation triggers, permissions and document storage.
EnterpriseCustom
Customizable plans for larger teams and advisor networks, with a minimum license commitment. Sold through sales.
Ways to pay less
Maximizer CRM
No public discounts listed.
Redtail CRM
- Annual discount
Save with yearly billing
Launch is $39 per user a month billed yearly against $45 billed monthly; Growth is $59 against $65.
Common questions
Which is cheaper, Maximizer CRM or Redtail CRM?
As of Nov 12, 2026, Redtail CRM is cheaper to start with: $39 a month for each person, against $65 a month for each person for Maximizer CRM. Maximizer CRM starts at $65 per user / month (billing basis not stated), and Redtail CRM starts at $39 per user / month, billed yearly ($45 billed monthly).
Which has a free plan, Maximizer CRM or Redtail CRM?
As of Nov 12, 2026, neither Maximizer CRM nor Redtail CRM has a free plan. Redtail CRM has a free trial.
More comparisons
How this page was made
- The verdict at the top follows a fixed rule. When both tools are in the same category and either is in our top three for it, the verdict follows that ranking: the higher-placed tool is our pick. The top three weigh who each tool suits as well as its grades, so a pick can go against the GPA. Otherwise the page does not pick one and says which grades higher: the higher GPA first; on a tie, the one with a free plan, then the one that starts cheaper in dollars a month, counted the same way for both; if they are still level, what the choice depends on.
- The grades are our own, from each tool’s review or report card. The GPA is their average.
- Prices, plans and platforms come from each tool’s listing. The table above says where each price was read and when.
- The differences and the answers to the questions are worked out from those listings.