# Close vs Redtail Technology Comparison
---
## AI Generated Summary
- **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.



| | Close | Redtail Technology | 
|---|---|---|
| **Star Rating** | 4.7 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 2,040 | 268 | 
| **Largest Market Segment** | Small-Business (79.2% of reviews) | Small-Business (92.4% of reviews) | 
| **Entry Level Price** | $9.00 1 Seat Per Month | Contact Us | 

---
## Top Pros & Cons

### Close

Pros:
- Ease of Use (753 reviews)
- Helpful (441 reviews)

Cons:
- Missing Features (244 reviews)
- Call Issues (181 reviews)

### Redtail Technology

Pros:
- Ease of Use (83 reviews)
- Helpful (39 reviews)

Cons:
- Missing Features (18 reviews)
- Limited Features (12 reviews)

---
## Ratings Comparison
| Rating | Close | Redtail Technology | 
|---|---|---|
  | **Meets Requirements** | 9.1 (1755 reviews) | 8.6 (186 reviews) | 
  | **Ease of Use** | 9.2 (1800 reviews) | 8.6 (208 reviews) | 
  | **Ease of Setup** | 9.0 (1137 reviews) | 8.4 (118 reviews) | 
  | **Ease of Admin** | 9.0 (568 reviews) | 8.7 (62 reviews) | 
  | **Quality of Support** | 9.3 (1570 reviews) | 8.7 (176 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.3 (563 reviews) | 9.0 (64 reviews) | 
  | **Product Direction (% positive)** | 9.5 (1769 reviews) | 8.4 (187 reviews) | 

---
## Pricing

### Close

#### Entry-Level Pricing

Plan: Solo

Price: $9.00 1 Seat Per Month

Description: Built for the individual who wants every lead, pipeline, and conversation in one place.

Key Features:
- 1 user included

[Browse all 4 editions](https://www.g2.com/products/close/pricing)

#### Free Trial

Yes

### Redtail Technology

#### Entry-Level Pricing

Plan: Enterprise

Price: Contact Us

Description: Customizable plans with endless options available! Minimum license commitment is required. 

Key Features:
- Customize Your Plan

[Browse all 3 editions](https://www.g2.com/products/redtail-technology/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Close** | 8.6/10 | 1526 |
| **Redtail Technology** | N/A | N/A |

#### Sales Force Automation

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Contact & Account Management** | 9.0 (1364 reviews) ✓ Verified | Not enough data | 
| **Partner Relationship Mgmt. (PRM)** | Feature Not Available | Not enough data | 
| **Opportunity & Pipeline Mgmt.** | 9.0 (1363 reviews) ✓ Verified | Not enough data | 
| **Task / Activity Management** | 9.0 (1394 reviews) ✓ Verified | Not enough data | 
| **Territory & Quota Management** | 8.3 (1166 reviews) | Not enough data | 
| **Desktop Integration** | 9.1 (1310 reviews) ✓ Verified | Not enough data | 
| **Product & Price List Management** | 8.4 (1124 reviews) | Not enough data | 
| **Quote & Order Management** | 8.3 (1131 reviews) | Not enough data | 
| **Customer Contract Management** | 8.4 (1162 reviews) | Not enough data | 

#### Marketing Automation

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Email Marketing** | 8.7 (1264 reviews) | Not enough data | 
| **Campaign Management** | 8.5 (1219 reviews) | Not enough data | 
| **Lead Management** | 9.2 (1343 reviews) | Not enough data | 
| **Marketing ROI Analytics** | 8.2 (1133 reviews) | Not enough data | 

#### Customer Support

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Case Management** | 8.7 (1216 reviews) ✓ Verified | Not enough data | 
| **Customer Support Portal** | 8.7 (1226 reviews) ✓ Verified | Not enough data | 
| **Knowledge Base** | 8.7 (1260 reviews) ✓ Verified | Not enough data | 
| **Call Center Features** | 8.7 (1254 reviews) ✓ Verified | Not enough data | 
| **Support Analytics** | 8.6 (1200 reviews) ✓ Verified | Not enough data | 

#### Reporting & Analytics

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Reporting** | 8.7 (1263 reviews) ✓ Verified | Not enough data | 
| **Dashboards** | 8.8 (1283 reviews) ✓ Verified | Not enough data | 
| **Forecasting** | 8.2 (1142 reviews) | Not enough data | 

#### Mobile & Social

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Social Collaboration Features** | 8.2 (1075 reviews) | Not enough data | 
| **Social Network Integration** | 7.9 (1098 reviews) | Not enough data | 
| **Mobile User Support** | 8.2 (1089 reviews) | Not enough data | 

#### Platform

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Customization** | 8.7 (1197 reviews) ✓ Verified | Not enough data | 
| **Workflow Capability** | 8.8 (1215 reviews) ✓ Verified | Not enough data | 
| **User, Role, and Access Management** | 8.9 (1197 reviews) | Not enough data | 
| **Internationalization** | 8.5 (1124 reviews) | Not enough data | 
| **Sandbox / Test Environments** | 8.0 (1070 reviews) ✓ Verified | Not enough data | 
| **Document & Content Mgmt.** | 8.4 (1097 reviews) | Not enough data | 
| **Performance and Reliability** | 9.1 (1216 reviews) ✓ Verified | Not enough data | 
| **Output Document Generation** | 8.4 (1115 reviews) | Not enough data | 

#### Integration

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Data Import & Export Tools** | 8.8 (1123 reviews) ✓ Verified | Not enough data | 
| **Integration APIs** | 8.7 (1125 reviews) ✓ Verified | Not enough data | 
| **Breadth of Partner Applications** | 8.5 (1060 reviews) ✓ Verified | Not enough data | 

#### Generative AI

| Feature | Close | Redtail Technology | 
|---|---|---|
| **AI Text Generation** | Feature Not Available | Not enough data | 

#### Agentic AI - CRM

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Autonomous Task Execution** | 8.5 (82 reviews) | Not enough data | 
| **Multi-step Planning** | 8.5 (80 reviews) | Not enough data | 
| **Cross-system Integration** | 8.5 (81 reviews) | Not enough data | 
| **Adaptive Learning** | 8.5 (81 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.7 (81 reviews) | Not enough data | 
| **Proactive Assistance** | 8.8 (80 reviews) | Not enough data | 
| **Decision Making** | 8.7 (80 reviews) | Not enough data | 

### AI Sales Assistant

| Product | Score | Reviews |
|---|---|---|
| **Close** | 8.9/10 | 147 |
| **Redtail Technology** | N/A | N/A |

#### Lead Facilitation

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Customer-facing Chatbot** | 7.9 (133 reviews) | Not enough data | 
| **Lead Qualification** | 8.6 (133 reviews) | Not enough data | 
| **Lead Follow-up** | 9.0 (140 reviews) | Not enough data | 
| **Meeting Scheduling ** | 8.6 (134 reviews) | Not enough data | 

#### Organization

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Opportunity and Pipeline Management ** | 9.2 (136 reviews) | Not enough data | 
| **Data Entry** | 8.9 (133 reviews) | Not enough data | 
| **Integrations / APIs** | 8.9 (133 reviews) | Not enough data | 

#### Performance Analysis

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Coaching ** | 8.2 (127 reviews) | Not enough data | 
| **Peformance Tracking** | 8.9 (134 reviews) | Not enough data | 

#### Sales Analysis

| Feature | Close | Redtail Technology | 
|---|---|---|
| **ROI Forecasting ** | 8.3 (134 reviews) | Not enough data | 
| **Sales Forecasting ** | 8.6 (134 reviews) | Not enough data | 

#### Generative AI

| Feature | Close | Redtail Technology | 
|---|---|---|
| **AI Text Generation** | 8.4 (82 reviews) | Not enough data | 
| **AI Text Summarization** | 8.7 (82 reviews) | Not enough data | 

#### Agentic AI - AI Sales Assistant

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Autonomous Task Execution** | 9.8 (9 reviews) | Not enough data | 
| **Multi-step Planning** | 9.6 (9 reviews) | Not enough data | 
| **Cross-system Integration** | 9.4 (9 reviews) | Not enough data | 
| **Adaptive Learning** | 9.4 (9 reviews) | Not enough data | 
| **Natural Language Interaction** | 9.8 (8 reviews) | Not enough data | 
| **Proactive Assistance** | 8.9 (9 reviews) | Not enough data | 
| **Decision Making** | 9.8 (8 reviews) | Not enough data | 

### Sales Engagement

| Product | Score | Reviews |
|---|---|---|
| **Close** | 8.6/10 | 229 |
| **Redtail Technology** | N/A | N/A |

#### Integrated Workflows

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Task Management** | 9.1 (220 reviews) | Not enough data | 
| **Email Tracking/Automation** | 9.1 (223 reviews) | Not enough data | 
| **Calls and Voice** | 9.0 (215 reviews) | Not enough data | 
| **Other Outreach Options ** | 8.7 (212 reviews) | Not enough data | 
| **CRM Integration** | 9.0 (217 reviews) | Not enough data | 
| **Calendar** | 9.0 (221 reviews) | Not enough data | 
| **Shared Records** | 8.9 (220 reviews) | Not enough data | 

#### Repeatability and Reportability

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Content Management** | 8.6 (215 reviews) | Not enough data | 
| **Workflow Management** | 8.9 (215 reviews) | Not enough data | 
| **Workflow Performance** | 8.9 (206 reviews) | Not enough data | 
| **Sales Coaching and Insights** | 8.3 (204 reviews) | Not enough data | 
| **Gamification** | 7.8 (201 reviews) | Not enough data | 

#### AI and Automation

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Lead Prioritization** | 8.2 (194 reviews) | Not enough data | 
| **Lead Scoring** | 8.1 (197 reviews) | Not enough data | 
| **Best Time of Day Scheduling** | 8.2 (190 reviews) | Not enough data | 
| **Buyer Intelligence** | 7.9 (198 reviews) | Not enough data | 
| **Machine Learning** | 7.8 (196 reviews) | Not enough data | 

#### Generative AI

| Feature | Close | Redtail Technology | 
|---|---|---|
| **AI Text Generation** | 8.0 (197 reviews) | Not enough data | 

#### Agentic AI - Sales Engagement

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Autonomous Task Execution** | 8.5 (32 reviews) | Not enough data | 
| **Multi-step Planning** | 8.5 (32 reviews) | Not enough data | 
| **Cross-system Integration** | 8.6 (32 reviews) | Not enough data | 
| **Adaptive Learning** | 8.3 (31 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.8 (31 reviews) | Not enough data | 
| **Proactive Assistance** | 8.8 (32 reviews) | Not enough data | 
| **Decision Making** | 8.9 (32 reviews) | Not enough data | 

### Auto Dialer

| Product | Score | Reviews |
|---|---|---|
| **Close** | 9.0/10 | 156 |
| **Redtail Technology** | N/A | N/A |

#### Dialing Options

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Preview Dialing** | 9.1 (150 reviews) | Not enough data | 
| **Progressive Dialing** | 9.2 (151 reviews) | Not enough data | 
| **Predictive Dialing** | 9.4 (17 reviews) | Not enough data | 

#### Agent Tools

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Whisper Coaching ** | 8.6 (146 reviews) | Not enough data | 
| **Callback Scheduling ** | 8.8 (142 reviews) | Not enough data | 
| **Call Recording ** | 9.4 (147 reviews) | Not enough data | 

#### Automation

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Voice Activity Detection** | 8.9 (141 reviews) | Not enough data | 
| **Interactive Voice Response (IVR)** | 8.5 (142 reviews) | Not enough data | 
| **Call Scrubbing** | 8.6 (142 reviews) | Not enough data | 

#### Agentic AI - Auto Dialer

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Autonomous Task Execution** | 8.8 (21 reviews) | Not enough data | 
| **Cross-system Integration** | 8.8 (21 reviews) | Not enough data | 

#### AI Capabilities - Auto Dialer

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Call Prioritization and List Optimization** | 9.4 (17 reviews) | Not enough data | 
| **Compliance Monitoring** | 9.3 (17 reviews) | Not enough data | 
| **Speech Analytics and Sentiment Analysis** | 9.5 (17 reviews) | Not enough data | 

### SMS Marketing

| Product | Score | Reviews |
|---|---|---|
| **Close** | 8.8/10 | 313 |
| **Redtail Technology** | N/A | N/A |

#### Text Messaging

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Bulk SMS** | 8.8 (265 reviews) ✓ Verified | Not enough data | 
| **Two-Way Text Messaging** | 9.3 (287 reviews) ✓ Verified | Not enough data | 
| **Text Scheduler** | 9.3 (282 reviews) ✓ Verified | Not enough data | 
| **Automatic Replies** | 8.7 (267 reviews) ✓ Verified | Not enough data | 
| **Automatic URL Shortening** | 8.4 (252 reviews) | Not enough data | 
| **MMS Marketing** | 8.7 (257 reviews) | Not enough data | 
| **Personalization** | 8.9 (256 reviews) | Not enough data | 
| **Transactional SMS** | Feature Not Available | Not enough data | 

#### SMS Platform

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Reporting** | 9.0 (280 reviews) ✓ Verified | Not enough data | 
| **Automation** | 9.1 (276 reviews) ✓ Verified | Not enough data | 
| **White Label** | Feature Not Available | Not enough data | 
| **Text-to-Landline** | Feature Not Available | Not enough data | 
| **Short Codes** | Feature Not Available | Not enough data | 
| **API Integration** | 9.0 (263 reviews) ✓ Verified | Not enough data | 

#### Agentic AI - SMS Marketing

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Autonomous Task Execution** | 8.6 (15 reviews) | Not enough data | 
| **Multi-step Planning** | 8.4 (15 reviews) | Not enough data | 
| **Cross-system Integration** | 9.0 (15 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.7 (15 reviews) | Not enough data | 
| **Proactive Assistance** | 8.9 (15 reviews) | Not enough data | 
| **Decision Making** | 8.6 (15 reviews) | Not enough data | 

### Customer Communications Management

| Product | Score | Reviews |
|---|---|---|
| **Close** | 8.6/10 | 117 |
| **Redtail Technology** | N/A | N/A |

#### Channels

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Multi-Channel Coverage** | 8.6 (106 reviews) | Not enough data | 
| **Open Listening** | 8.6 (107 reviews) | Not enough data | 
| **Physical Media** | 8.0 (107 reviews) | Not enough data | 

#### Design

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Communications Strategy Development** | 8.5 (109 reviews) | Not enough data | 
| **Create Content** | 7.9 (106 reviews) | Not enough data | 
| **Personalization** | 8.9 (107 reviews) | Not enough data | 
| **Inbound Identification** | 8.9 (106 reviews) | Not enough data | 
| **Regulatory Compliance** | 9.0 (103 reviews) | Not enough data | 

#### Generative AI

| Feature | Close | Redtail Technology | 
|---|---|---|
| **AI Text Generation** | 8.3 (103 reviews) | Not enough data | 
| **AI Text Summarization** | 8.8 (102 reviews) | Not enough data | 

### Call Center Infrastructure (CCI)

| Product | Score | Reviews |
|---|---|---|
| **Close** | 9.3/10 | 42 |
| **Redtail Technology** | N/A | N/A |

#### Platform

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Omnichannel** | 8.6 (37 reviews) | Not enough data | 
| **Mobile Access** | 9.1 (38 reviews) | Not enough data | 
| **Queue Management** | 9.2 (38 reviews) | Not enough data | 
| **Call Routing** | 9.3 (38 reviews) | Not enough data | 
| **Call Back** | 9.1 (37 reviews) | Not enough data | 
| **IVR** | 8.6 (37 reviews) | Not enough data | 
| **Automatic Call Distribution** | 9.0 (37 reviews) | Not enough data | 

#### Generative AI

| Feature | Close | Redtail Technology | 
|---|---|---|
| **AI Text-to-Speech** | 9.1 (37 reviews) | Not enough data | 

#### Workforce Management

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Call Monitoring** | 9.3 (38 reviews) | Not enough data | 
| **Performance Evaluation** | 9.1 (37 reviews) | Not enough data | 

#### Call Center Infrastructure (CCI)

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Autonomous Task Execution** | 9.8 (9 reviews) | Not enough data | 
| **Cross-system Integration** | 9.6 (9 reviews) | Not enough data | 
| **Natural Language Interaction** | 9.8 (10 reviews) | Not enough data | 
| **Proactive Assistance** | 9.8 (9 reviews) | Not enough data | 

#### Administrative

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Call Recording** | 9.7 (40 reviews) | Not enough data | 
| **Reporting & Dashboards** | 9.2 (39 reviews) | Not enough data | 

### Email Backup

| Product | Score | Reviews |
|---|---|---|
| **Close** | N/A | N/A |
| **Redtail Technology** | 8.5/10 | 10 |

#### Functionality

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Compatibility** | Not enough data | 9.2 (10 reviews) | 
| **Sort and Filter** | Not enough data | 9.3 (10 reviews) | 
| **Conversion** | Not enough data | 7.8 (10 reviews) | 

#### Usability

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Batch Handling** | Not enough data | 7.7 (10 reviews) | 
| **Automated Scheduling** | Not enough data | 8.8 (10 reviews) | 
| **Granular Retention Management** | Not enough data | 7.2 (9 reviews) | 

#### Reliability

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Cloud-to-cloud Backup** | Not enough data | 8.3 (10 reviews) | 
| **Address detection** | Not enough data | 8.5 (10 reviews) | 
| **Security** | Not enough data | 9.7 (10 reviews) | 

#### Agentic AI - Email Backup

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Close** | 8.6/10 | 553 |
| **Redtail Technology** | N/A | N/A |

#### Agentic AI - Email Tracking

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Autonomous Task Execution** | 8.7 (22 reviews) | Not enough data | 
| **Multi-step Planning** | 8.3 (22 reviews) | Not enough data | 
| **Cross-system Integration** | 8.1 (20 reviews) | Not enough data | 
| **Adaptive Learning** | 8.3 (21 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.2 (21 reviews) | Not enough data | 
| **Proactive Assistance** | 8.1 (20 reviews) | Not enough data | 
| **Decision Making** | 8.2 (21 reviews) | Not enough data | 

#### Analytics

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Open Rates** | 8.6 (488 reviews) | Not enough data | 
| **Link Activity** | Feature Not Available | Not enough data | 
| **Attachment Activity** | Feature Not Available | Not enough data | 

#### Customizations

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Email Platform Integration** | 9.0 (496 reviews) | Not enough data | 
| **Email Scheduling** | 9.2 (496 reviews) | Not enough data | 
| **Notifications** | 8.8 (521 reviews) | Not enough data | 
| **Email Categorization** | 8.6 (477 reviews) | Not enough data | 
| **Templates** | 9.2 (519 reviews) | Not enough data | 

#### Generative AI

| Feature | Close | Redtail Technology | 
|---|---|---|
| **AI Text Generation** | Feature Not Available | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Close** | 8.7/10 | 176 |
| **Redtail Technology** | N/A | N/A |

#### Agentic AI - Sales Analytics

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Autonomous Task Execution** | 9.0 (17 reviews) | Not enough data | 
| **Cross-system Integration** | 8.9 (17 reviews) | Not enough data | 
| **Adaptive Learning** | 8.8 (16 reviews) | Not enough data | 
| **Natural Language Interaction** | 9.0 (17 reviews) | Not enough data | 
| **Proactive Assistance** | 8.4 (17 reviews) | Not enough data | 

#### Data Sourcing

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Data Sourcing** | 8.5 (163 reviews) | Not enough data | 
| **Exporting & Sharing Data** | 8.7 (163 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 8.5 (163 reviews) | Not enough data | 
| **Interactive Dashboards** | 8.8 (167 reviews) | Not enough data | 
| **Data Segmentation** | 8.6 (161 reviews) | Not enough data | 

#### Predictive Analytics

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Lead Scoring** | 8.6 (160 reviews) | Not enough data | 
| **Opportunity Scoring** | 8.7 (160 reviews) | Not enough data | 
| **Risk Analysis** | 8.3 (156 reviews) | Not enough data | 
| **Live Forecasting** | 8.4 (158 reviews) | Not enough data | 

#### Sales Management

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Live Pipeline Management** | 9.1 (161 reviews) | Not enough data | 
| **Sales Gamification** | 8.3 (157 reviews) | Not enough data | 
| **Account-Based Analytics** | 8.8 (157 reviews) | Not enough data | 
| **Activity Tracking** | 9.2 (161 reviews) | Not enough data | 

### Outbound Call Tracking

| Product | Score | Reviews |
|---|---|---|
| **Close** | 8.9/10 | 714 |
| **Redtail Technology** | N/A | N/A |

#### Agentic AI - Outbound Call Tracking

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Autonomous Task Execution** | 8.5 (24 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.4 (24 reviews) | Not enough data | 

#### Calling

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Record Calls** | 9.2 (665 reviews) | Not enough data | 
| **Generate Location** | Feature Not Available | Not enough data | 
| **Call Types** | 9.0 (645 reviews) | Not enough data | 
| **Click-to-Call** | 9.3 (660 reviews) | Not enough data | 
| **Auto Dialer** | 8.8 (31 reviews) | Not enough data | 

#### Contacts

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Personalization** | 8.8 (656 reviews) | Not enough data | 
| **Information Locater** | 8.7 (618 reviews) | Not enough data | 
| **Record Prospect Data** | 9.0 (653 reviews) | Not enough data | 

#### Insights

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Notes** | 9.3 (676 reviews) | Not enough data | 
| **Daily Summary** | 9.0 (630 reviews) | Not enough data | 
| **Automated Voicemails** | 8.7 (592 reviews) | Not enough data | 
| **Automated Emails** | 9.0 (653 reviews) | Not enough data | 
| **Sorts Prospects** | 8.8 (631 reviews) | Not enough data | 
| **Automated Note Taking** | 9.0 (29 reviews) | Not enough data | 

### Backup

| Product | Score | Reviews |
|---|---|---|
| **Close** | N/A | N/A |
| **Redtail Technology** | N/A | N/A |

#### Management

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Disaster Recovery** | Not enough data | Not enough data | 
| **Remote Backup** | Not enough data | Not enough data | 
| **Storage Formats** | Not enough data | Not enough data | 
| **Scheduled Backups** | Not enough data | Not enough data | 
| **On-Demand Restoration** | Not enough data | Not enough data | 

#### Reporting

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Activity Monitoring** | Not enough data | Not enough data | 
| **Documentation** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 

#### Security

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Data Encryption** | Not enough data | Not enough data | 
| **Security and Compliance** | Not enough data | Not enough data | 
| **Deduplication ** | Not enough data | Not enough data | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **Close** | N/A | N/A |
| **Redtail Technology** | 7.3/10 | 139 |

#### Content

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Automation** | Not enough data | 7.1 (108 reviews) | 

#### Platform Additional Functionality

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | 7.5 (102 reviews) | 
| **Dashboard** | Not enough data | 8.7 (118 reviews) | 
| **Cloud** | Not enough data | 7.9 (96 reviews) | 
| **Mobility** | Not enough data | 7.6 (101 reviews) | 
| **Messaging** | Not enough data | 6.6 (80 reviews) | 

#### Platform Reporting and Analytics

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Reporting** | Not enough data | 7.9 (95 reviews) | 
| **Forecasting** | Not enough data | 6.9 (78 reviews) | 

#### Customer Support

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Case Management** | Not enough data | 8.4 (97 reviews) | 
| **Customer Support Portal** | Not enough data | 8.0 (98 reviews) | 
| **Knowledge Base** | Not enough data | 8.1 (102 reviews) | 
| **Support Analytics** | Not enough data | 7.9 (94 reviews) | 

#### Marketing Automation

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Campaign Management** | Not enough data | 7.0 (81 reviews) | 
| **Lead Management** | Not enough data | 7.6 (90 reviews) | 
| **Marketing Analytics** | Not enough data | 6.6 (82 reviews) | 

#### Sales Force Automation

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Pipeline Management** | Not enough data | 6.9 (83 reviews) | 
| **Task Management** | Not enough data | 8.2 (101 reviews) | 
| **Product and Price List Management** | Not enough data | 6.1 (72 reviews) | 
| **Quote and Order Management** | Not enough data | 5.9 (72 reviews) | 
| **Contract Management** | Not enough data | 6.9 (73 reviews) | 

#### Agentic AI - Financial Services CRM

| Feature | Close | Redtail Technology | 
|---|---|---|
| **Decision Making** | Not enough data | 6.2 (18 reviews) | 

---
## Categories
**Shared Categories (1):** [SMS Marketing Software](https://www.g2.com/categories/sms-marketing)

**Unique to Close (9):** [CRM Software](https://www.g2.com/categories/crm), [Auto Dialer Software](https://www.g2.com/categories/auto-dialer), [Outbound Call Tracking Software](https://www.g2.com/categories/outbound-call-tracking), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant), [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [Customer Communications Management Software](https://www.g2.com/categories/customer-communications-management), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Call Center Infrastructure (CCI) Software](https://www.g2.com/categories/call-center-infrastructure-cci)

**Unique to Redtail Technology (3):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm), [Document Management Software](https://www.g2.com/categories/document-management), [Email Backup Software](https://www.g2.com/categories/email-backup)


---
## Reviewer Demographics

### By Company Size

| Segment | Close | Redtail Technology | 
|---|---|---|
| **Small-Business** | 79.2% | 92.4% | 
| **Mid-Market** | 20.2% | 5.3% | 
| **Enterprise** | 0.7% | 2.3% | 

### By Industry

#### Close

- **Marketing and Advertising:** 14.9%
- **Computer Software:** 8.7%
- **Real Estate:** 8.1%
- **Financial Services:** 6.7%
- **Information Technology and Services:** 5.6%
- **Consulting:** 5.3%
- **Professional Training & Coaching:** 4.2%
- **Insurance:** 2.9%
- **Health, Wellness and Fitness:** 2.8%
- **Consumer Services:** 2.5%
- **Other:** 38.3%

#### Redtail Technology

- **Financial Services:** 86.8%
- **Investment Management:** 5.3%
- **Insurance:** 2.2%
- **Accounting:** 1.8%
- **Marketing and Advertising:** 1.3%
- **Information Technology and Services:** 0.9%
- **Retail:** 0.4%
- **Non-Profit Organization Management:** 0.4%
- **Medical Practice:** 0.4%
- **Consumer Services:** 0.4%

---
## Alternatives

### Alternatives to Close

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25797 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13815 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews)
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews) — 4.7/5 stars (9656 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14691 reviews)
- [Outreach](https://www.g2.com/products/outreach/reviews) — 4.3/5 stars (3569 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3048 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — 4.6/5 stars (638 reviews)

### Alternatives to Redtail Technology

- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) — 4.3/5 stars (226 reviews)
- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — 4.6/5 stars (638 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14691 reviews)
- [Birdeye](https://www.g2.com/products/birdeye/reviews) — 4.7/5 stars (4064 reviews)
- [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) — 4.5/5 stars (2569 reviews)
- [Constant Contact](https://www.g2.com/products/constant-contact/reviews) — 4.1/5 stars (7392 reviews)
- [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews) — 4.4/5 stars (5422 reviews)
- [Agentforce Marketing (formerly Salesforce Marketing Cloud)](https://www.g2.com/products/agentforce-marketing-formerly-salesforce-marketing-cloud/reviews) — 4.0/5 stars (4463 reviews)

---
## Top Discussions

### Close

- Title: [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) — 2 comments
  > **Top comment:** "CRM"
- Title: [How long does it take to generate a new integration?](https://www.g2.com/discussions/how-long-does-it-take-to-generate-a-new-integration) — 2 comments, 1 upvote
  > **Top comment:** "Hey Camila, we do not have an integration with Apollo at this time. However, you can request one in this form on our website..."
- Title: [how do I integrate WhatsApp?](https://www.g2.com/discussions/how-do-i-integrate-whatsapp) — 2 comments, 1 upvote
  > **Top comment:** "You can use Zapier or use API's to link them manually."
- Title: [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation..."
- Title: [How fast does close read the feedback provided?](https://www.g2.com/discussions/50910-how-fast-does-close-read-the-feedback-provided) — 1 comment, 1 upvote
  > **Top comment:** "Hi Kamaldeep, thank you for providing feedback for the Close team! We're always working to improve our CRM and take customer feedback seriously. We see all..."

### Redtail Technology

- Title: [What is Redtail Imaging used for?](https://www.g2.com/discussions/what-is-redtail-imaging-used-for) — 1 comment
  > **Top comment:** "We use it as an internal file storage for Compliance"
- Title: [Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?](https://www.g2.com/discussions/will-you-now-or-in-the-future-provide-rmd-calculations-for-retirement-and-inherited-accounts) — 1 comment, 1 upvote
  > **Top comment:** "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..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/close-vs-redtail-technology)