Compare Close and Redtail Technology 
At a Glance
Market Segments
Small-Business (79.2% of reviews)
Small-Business (92.0% of reviews)
Entry-Level Pricing
$9.00 1 Seat Per Month
Contact Us
Close
Star Rating
(2,015)4.7 out of 5
Market Segments
Small-Business (79.2% of reviews)
Pros & Cons
Entry-Level Pricing
$9.00 1 Seat Per Month
Free Trial is available
Browse all 4 pricing plansRedtail Technology
Star Rating
(266)4.4 out of 5
Market Segments
Small-Business (92.0% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Close excels in user experience, with many praising its intuitive layout and navigation. Users appreciate how easy it is to access information and manage workflows, particularly highlighting the AI features that assist in lead management.
- Users say that Redtail Technology offers solid organizational capabilities, especially for managing client information and creating reports. Reviewers enjoy the ability to streamline their business processes with workflows and notes, making it easier to stay on top of meetings and client interactions.
- According to verified reviews, Close has a notable advantage in implementation speed, with users mentioning a quick onboarding process that helps them get started without hassle. This is particularly beneficial for those who may not be tech-savvy, as the system is designed to be user-friendly.
- Reviewers mention that while Redtail Technology has a simple interface that many find easy to use, some users feel it lacks the advanced features that Close offers, particularly in terms of automation and AI-driven insights that enhance marketing efforts.
- G2 reviewers highlight that Close provides exceptional support, with many users noting the quality of assistance they receive. This includes timely responses and helpful guidance, which contributes to a positive overall experience when using the software.
- Users express that while Redtail Technology is effective for CRM tasks, it sometimes falls short in meeting specific workflow needs compared to Close. Some users have reported challenges in customization, which can hinder their ability to tailor the software to their unique business processes.
Pricing
Entry-Level Pricing
Close
Solo
$9.00
1 Seat Per Month
Built for the individual who wants every lead, pipeline, and conversation in one place.
- 1 user included
Redtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
Close
Free Trial is available
Redtail Technology
Free Trial is available
Ratings
Meets Requirements
9.1
1,741
8.6
184
Ease of Use
9.2
1,782
8.7
206
Ease of Setup
9.0
1,119
8.5
116
Ease of Admin
9.0
566
8.7
62
Quality of Support
9.3
1,556
8.8
174
Has the product been a good partner in doing business?
9.3
561
9.0
64
Product Direction (% positive)
9.5
1,753
8.5
185
Features by Category
Sales Force Automation
9.0
1354
|
Verified
Not enough data
Feature Not Available
Not enough data
9.0
1359
|
Verified
Not enough data
9.0
1386
|
Verified
Not enough data
8.3
1166
Not enough data
9.1
1307
|
Verified
Not enough data
8.4
1123
Not enough data
8.3
1131
Not enough data
8.4
1162
Not enough data
Marketing Automation
8.7
1261
Not enough data
8.5
1218
Not enough data
9.2
1340
Not enough data
8.2
1133
Not enough data
Customer Support
8.7
1216
|
Verified
Not enough data
8.7
1226
|
Verified
Not enough data
8.7
1260
|
Verified
Not enough data
8.7
1250
|
Verified
Not enough data
8.6
1198
|
Verified
Not enough data
Reporting & Analytics
8.7
1259
|
Verified
Not enough data
8.8
1281
|
Verified
Not enough data
8.2
1141
Not enough data
Mobile & Social
8.2
1074
Not enough data
7.9
1097
Not enough data
8.2
1087
Not enough data
Platform
8.7
1196
|
Verified
Not enough data
8.8
1215
|
Verified
Not enough data
8.9
1198
Not enough data
8.5
1124
Not enough data
8.0
1070
|
Verified
Not enough data
8.4
1098
Not enough data
9.1
1212
|
Verified
Not enough data
8.4
1115
Not enough data
Integration
8.8
1124
|
Verified
Not enough data
8.7
1126
|
Verified
Not enough data
8.5
1060
|
Verified
Not enough data
Generative AI
Feature Not Available
Not enough data
Agentic AI - CRM
8.5
82
Not enough data
8.5
80
Not enough data
8.6
80
Not enough data
8.5
81
Not enough data
8.7
81
Not enough data
8.8
80
Not enough data
8.7
80
Not enough data
Lead Facilitation
7.9
133
Not enough data
8.6
133
Not enough data
9.0
140
Not enough data
8.6
134
Not enough data
Organization
9.2
136
Not enough data
8.9
133
Not enough data
8.9
133
Not enough data
Performance Analysis
8.2
127
Not enough data
8.9
134
Not enough data
Sales Analysis
8.3
134
Not enough data
8.6
134
Not enough data
Generative AI
8.4
82
Not enough data
8.7
82
Not enough data
Agentic AI - AI Sales Assistant
9.8
9
Not enough data
9.6
9
Not enough data
9.4
9
Not enough data
9.4
9
Not enough data
9.8
8
Not enough data
8.9
9
Not enough data
9.8
8
Not enough data
Integrated Workflows
9.1
220
Not enough data
9.1
223
Not enough data
9.0
215
Not enough data
8.7
212
Not enough data
9.0
217
Not enough data
9.0
221
Not enough data
8.9
220
Not enough data
Repeatability and Reportability
8.6
215
Not enough data
8.9
215
Not enough data
8.9
205
Not enough data
8.3
203
Not enough data
7.8
201
Not enough data
AI and Automation
8.2
194
Not enough data
8.1
197
Not enough data
8.2
190
Not enough data
7.9
198
Not enough data
7.8
196
Not enough data
Generative AI
8.0
197
Not enough data
Agentic AI - Sales Engagement
8.5
32
Not enough data
8.5
32
Not enough data
8.6
32
Not enough data
8.3
31
Not enough data
8.8
31
Not enough data
8.8
32
Not enough data
8.9
32
Not enough data
Dialing Options
9.1
150
Not enough data
9.2
151
Not enough data
9.4
17
Not enough data
Agent Tools
8.6
146
Not enough data
8.8
142
Not enough data
9.4
147
Not enough data
Automation
8.9
141
Not enough data
8.5
142
Not enough data
8.6
142
Not enough data
Agentic AI - Auto Dialer
8.8
21
Not enough data
8.8
21
Not enough data
AI Capabilities - Auto Dialer
9.4
17
Not enough data
9.3
17
Not enough data
9.5
17
Not enough data
Text Messaging
8.8
265
|
Verified
Not enough data
9.3
287
|
Verified
Not enough data
9.3
282
|
Verified
Not enough data
8.7
267
|
Verified
Not enough data
8.4
252
Not enough data
8.7
257
Not enough data
8.9
256
Not enough data
Feature Not Available
Not enough data
SMS Platform
9.0
280
|
Verified
Not enough data
9.1
276
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
9.0
263
|
Verified
Not enough data
Agentic AI - SMS Marketing
8.6
15
Not enough data
8.4
15
Not enough data
9.0
15
Not enough data
8.7
15
Not enough data
8.9
15
Not enough data
8.6
15
Not enough data
Channels
8.6
105
Not enough data
8.6
107
Not enough data
8.0
107
Not enough data
Design
8.5
109
Not enough data
7.9
106
Not enough data
8.9
107
Not enough data
8.9
106
Not enough data
9.0
103
Not enough data
Generative AI
8.3
103
Not enough data
8.8
102
Not enough data
Platform
8.6
37
Not enough data
9.1
38
Not enough data
9.2
38
Not enough data
9.3
38
Not enough data
9.1
37
Not enough data
8.6
37
Not enough data
9.0
37
Not enough data
Generative AI
9.1
37
Not enough data
Workforce Management
9.3
38
Not enough data
9.1
37
Not enough data
Call Center Infrastructure (CCI)
9.8
9
Not enough data
9.6
9
Not enough data
9.8
10
Not enough data
9.8
9
Not enough data
Administrative
9.7
40
Not enough data
9.2
39
Not enough data
Functionality
Not enough data
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Usability
Not enough data
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Reliability
Not enough data
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Email Tracking
8.7
22
Not enough data
8.3
22
Not enough data
8.1
20
Not enough data
8.3
21
Not enough data
8.2
21
Not enough data
8.1
20
Not enough data
8.2
21
Not enough data
Analytics
8.6
488
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Customizations
9.0
496
Not enough data
9.2
496
Not enough data
8.8
521
Not enough data
8.6
477
Not enough data
9.2
519
Not enough data
Generative AI
Feature Not Available
Not enough data
Agentic AI - Sales Analytics
9.0
17
Not enough data
8.9
17
Not enough data
8.8
16
Not enough data
9.0
17
Not enough data
8.4
17
Not enough data
Data Sourcing
8.5
163
Not enough data
8.7
163
Not enough data
8.5
163
Not enough data
8.8
166
Not enough data
8.6
160
Not enough data
Predictive Analytics
8.6
160
Not enough data
8.7
160
Not enough data
8.3
155
Not enough data
8.4
158
Not enough data
Sales Management
9.1
161
Not enough data
8.3
157
Not enough data
8.8
156
Not enough data
9.2
161
Not enough data
Agentic AI - Outbound Call Tracking
8.5
24
Not enough data
8.4
24
Not enough data
Calling
9.2
664
Not enough data
Feature Not Available
Not enough data
9.0
645
Not enough data
9.3
659
Not enough data
8.9
30
Not enough data
Contacts
8.8
655
Not enough data
8.7
618
Not enough data
9.0
653
Not enough data
Insights
9.3
676
Not enough data
9.0
630
Not enough data
8.7
592
Not enough data
9.0
652
Not enough data
8.8
631
Not enough data
9.0
28
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
Not enough data
7.2
107
Platform Additional Functionality
Not enough data
7.6
100
Not enough data
8.7
118
Not enough data
7.9
96
Not enough data
7.6
101
Not enough data
6.6
80
Platform Reporting and Analytics
Not enough data
8.0
94
Not enough data
6.9
78
Customer Support
Not enough data
8.4
97
Not enough data
8.0
98
Not enough data
8.1
102
Not enough data
7.9
94
Marketing Automation
Not enough data
7.0
81
Not enough data
7.6
90
Not enough data
6.6
82
Sales Force Automation
Not enough data
6.9
83
Not enough data
8.2
99
Not enough data
6.1
72
Not enough data
5.9
72
Not enough data
6.9
73
Agentic AI - Financial Services CRM
Not enough data
6.5
17
Categories
Categories
Shared Categories
Close and Redtail Technology are categorized as SMS Marketing
Unique Categories
Close is categorized as Customer Communications Management, Sales Engagement, AI Sales Assistant, Outbound Call Tracking, Sales Analytics, Email Tracking, CRM, Call Center Infrastructure (CCI), and Auto Dialer
Reviews
Reviewers' Company Size
Close
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
15.0%
Computer Software
8.7%
Real Estate
8.1%
Financial Services
6.6%
Information Technology and Services
5.5%
Other
56.0%
Financial Services
86.7%
Investment Management
5.3%
Insurance
2.2%
Accounting
1.8%
Marketing and Advertising
1.3%
Other
2.7%
Alternatives
Discussions
How long does it take to generate a new integration?
2 Comments
PE
Hey Camila, we do not have an integration with Apollo at this time. However, you can request one in this form on our website...Read more
how do I integrate WhatsApp?
2 Comments
KS
You can use Zapier or use API's to link them manually.Read more
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
