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Compare Redtail Technology and Vendasta Yesware 
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At a Glance
Market Segments
Small-Business (90.8% of reviews)
Small-Business (45.3% of reviews)
Entry-Level Pricing
Contact Us
$15.00 1 Seat Per Month
Redtail Technology
Star Rating
(210)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansVendasta Yesware
Star Rating
(820)4.4 out of 5
Market Segments
Small-Business (45.3% of reviews)
Pros & Cons
Entry-Level Pricing
$15.00 1 Seat Per Month
Browse all 4 pricing plansRedtail Technology vs Vendasta Yesware
When assessing the two solutions, reviewers found Vendasta Yesware easier to use and set up. However, Redtail Technology is easier to administer. Reviewers also preferred doing business with Redtail Technology overall.
- Reviewers felt that Vendasta Yesware meets the needs of their business better than Redtail Technology.
- When comparing quality of ongoing product support, reviewers felt that Redtail Technology is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Redtail Technology over Vendasta Yesware.
Pricing
Entry-Level Pricing
Redtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Vendasta Yesware
Pro
$15.00
1 Seat Per Month
For solo sales professionals & small businesses
- Unlimited email open tracking
- Unlimited email link tracking
- Unlimited attachment tracking
Free Trial
Redtail Technology
Free Trial is available
Vendasta Yesware
Free Trial is available
Ratings
Meets Requirements
8.6
181
8.7
730
Ease of Use
8.6
185
8.8
736
Ease of Setup
8.5
97
8.9
165
Ease of Admin
8.8
60
8.7
160
Quality of Support
8.8
171
8.5
586
Has the product been a good partner in doing business?
9.0
62
8.7
153
Product Direction (% positive)
8.5
182
7.9
729
Features by Category
Integrated Workflows
Not enough data
7.9
113
|
Verified
Not enough data
9.1
170
|
Verified
Not enough data
6.7
58
Not enough data
7.6
80
|
Verified
Not enough data
8.3
119
|
Verified
Not enough data
7.6
33
Not enough data
7.2
24
Repeatability and Reportability
Not enough data
8.2
111
|
Verified
Not enough data
8.3
110
|
Verified
Not enough data
8.2
115
|
Verified
Not enough data
7.6
71
Not enough data
5.8
18
AI and Automation
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Generative AI
Not enough data
Feature Not Available
Agentic AI - Sales Engagement
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
Not enough data
Not enough data
Not enough data
Not enough data
Text Messaging
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
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
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
Not enough data
Not enough data
Agentic AI - SMS Marketing
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
Not enough data
Not enough data
Notifications
Not enough data
9.3
10
Not enough data
9.4
9
Not enough data
9.4
9
Settings
Not enough data
8.8
8
Not enough data
9.2
8
Not enough data
9.0
8
Personalization
Not enough data
4.3
5
Not enough data
8.2
11
Integrations
Not enough data
8.1
7
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Online Appointment Scheduling
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrations
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
Branding & Customizatio
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Automatic Rules & Configurations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Business Scheduling
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Not enough data
Usability
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Not enough data
Reliability
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Not enough data
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 - Salesforce AppExchange Apps
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
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Email Tracking
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
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
8.7
373
Not enough data
8.5
348
Not enough data
8.4
325
Customizations
Not enough data
8.6
328
Not enough data
8.7
324
Not enough data
8.6
350
Not enough data
8.4
161
Not enough data
8.5
334
Generative AI
Not enough data
Feature Not Available
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
7.2
105
Not enough data
Platform Additional Functionality
7.5
93
Not enough data
8.6
114
Not enough data
7.9
95
Not enough data
7.6
100
Not enough data
6.6
80
Not enough data
Platform Reporting and Analytics
8.1
91
Not enough data
6.9
78
Not enough data
Customer Support
8.4
96
Not enough data
8.0
98
Not enough data
8.1
102
Not enough data
7.9
94
Not enough data
Marketing Automation
7.0
81
Not enough data
7.6
90
Not enough data
6.6
82
Not enough data
Sales Force Automation
6.9
83
Not enough data
8.2
95
Not enough data
6.1
72
Not enough data
5.9
72
Not enough data
6.9
73
Not enough data
Agentic AI - Financial Services CRM
6.5
17
Not enough data
Categories
Categories
Shared Categories
Redtail Technology and Vendasta Yesware share no categories
Unique Categories
Redtail Technology is categorized as Financial Services CRM, SMS Marketing, Document Management, and Email Backup
Vendasta Yesware is categorized as Sales Engagement, Business Scheduling, Email Tracking, Salesforce AppExchange Apps, and Online Appointment Scheduling
Reviews
Reviewers' Company Size
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Vendasta Yesware
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
Financial Services
85.9%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.5%
Other
2.9%
Computer Software
21.0%
Internet
14.6%
Information Technology and Services
13.6%
Marketing and Advertising
12.2%
Financial Services
3.1%
Other
35.6%
Alternatives
Discussions
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
Mac OS X + Office 365
2 Comments
NP
Yesware works with Gmail and the desktop version of Outlook.Read more
How does Yesware email tracking work?
1 Comment
CK
They put in a small, undetectable picture into the email that when the email loads, the picture is loaded from a unique website. They track when the website...Read more
Is there a plan to make a better individual package for a single person that contains more but not all the features offered through Yesware?
1 Comment
DM
Hi - I have an individual plan that works nicely for me. I pay month-to-month auto-billing. Works great! Read more
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