Close vs Redtail CRM

crm comparison · Updated June 2026

Close

crm · paid

CRM built for inside sales teams

$29-$149/user/moVisit

Redtail CRM

crm · paid

Purpose-built CRM for financial advisors

$99/database/mo (15 users)Visit

Quick Comparison

FeatureCloseRedtail CRM
Categorycrmcrm
Pricing Modelpaidpaid
Price Range$29-$149/user/mo$99/database/mo (15 users)
Free Tier✗ No✗ No
Target MarketSMB / Mid-marketSMB / Mid-market
Affiliate Program✗ No✗ No

In-Depth Look

Close

CRM with built-in calling, SMS, email sequences, and pipeline management designed for inside sales teams that want to close more deals faster.

Visit Close

Redtail CRM

CRM designed specifically for financial advisors with workflow automation, document management, calendar integration, compliance archiving, and integrations with 130+ fintech providers. Used by 100,000+ financial professionals.

Visit Redtail CRM

The Bottom Line

Both Close and Redtail CRM are strong options in the crm space. Neither offers a free tier, so request demos from both to evaluate which fits your workflow.

Both are accessible to SMB and mid-market teams with transparent pricing.

The best choice depends on your team size, budget, and specific workflow requirements. We recommend trying Close first, then evaluating Redtail CRM if it doesn't meet your needs.

Close

$29-$149/user/mo

Visit Close

Redtail CRM

$99/database/mo (15 users)

Visit Redtail CRM