Compare Keap and Redtail Technology 
At a Glance
Market Segments
Small-Business (83.3% of reviews)
Small-Business (92.0% of reviews)
Entry-Level Pricing
Starting at $249.00 1500 Contacts Per Month
Contact Us
Keap
Star Rating
(14)3.9 out of 5
Market Segments
Small-Business (83.3% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $249.00 1500 Contacts Per Month
Learn more about KeapRedtail 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 Keap excels in its user-friendly design, with features like a drag and drop email editor and an intuitive dashboard that allows users to easily track automated campaigns. This simplicity makes it accessible for users with varying levels of technical expertise.
- Users say Redtail Technology stands out for its robust organizational capabilities, particularly in managing client information and workflows. Reviewers appreciate how it helps them stay on top of meetings and provides essential client details, making it a reliable choice for those who prioritize organization.
- According to verified reviews, Keap's automation features are a significant draw, allowing users to set up reminders and follow-up emails without needing extensive technical knowledge. This capability is particularly beneficial for small businesses looking to streamline their communication processes.
- Reviewers mention that Redtail Technology's interface is straightforward, making it easy to take meeting notes and manage KYC information. This simplicity is often highlighted as a contrast to more complex systems like Salesforce, appealing to users who prefer a less cluttered experience.
- Users highlight that while Keap has a strong focus on email marketing and automation, it may not fully meet the specific workflow needs of all users, leading to some configuration challenges. This feedback suggests that while it is powerful, it may require additional effort to tailor it to unique business processes.
- G2 reviewers note that Redtail Technology provides excellent support, with users praising the helpfulness of the team. This level of customer service enhances the overall experience, ensuring that users feel supported as they navigate the software's features.
Pricing
Entry-Level Pricing
Keap
Keap
Starting at $249.00
1500 Contacts Per Month
Say goodbye to feature-based plans. Get the entire Keap software platform starting at one low price — because serious growth requires serious software.
- 1,500 Contacts
- 2 Users
- 5 Proven Automations
Redtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
Keap
Free Trial is available
Redtail Technology
Free Trial is available
Ratings
Meets Requirements
8.5
9
8.6
184
Ease of Use
8.0
10
8.7
206
Ease of Setup
8.5
10
8.5
116
Ease of Admin
Not enough data
8.7
62
Quality of Support
8.1
8
8.8
174
Has the product been a good partner in doing business?
Not enough data
9.0
64
Product Direction (% positive)
4.8
9
8.5
185
Features by Category
Sales Force Automation
9.0
5
|
Verified
Not enough data
Feature Not Available
Not enough data
9.0
5
|
Verified
Not enough data
Not enough data
Not enough data
Feature Not Available
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
Marketing Automation
9.4
8
|
Verified
Not enough data
9.2
6
|
Verified
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Support
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 & Analytics
Not enough data
Not enough data
8.7
5
|
Verified
Not enough data
Not enough data
Not enough data
Mobile & Social
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
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
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - CRM
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
Email 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
Online 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
Lead 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
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Campaign 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
Social
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 & Analytics
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
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
Not enough data
Not enough data
Agentic AI - Marketing Automation
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
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Generation
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
Templates
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Edit
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Logistics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Email Template Builder
Not enough data
Not enough data
Not enough data
Not enough data
Customer Requirements
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Contracts
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue
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
Invoice Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Invoice Processing
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
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
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 - Invoice Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Page Customization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Page Optimization
Not enough data
Not enough data
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
Generative AI
Not enough data
Not enough data
Agentic AI - Landing Page Builders
Not enough data
Not enough data
Lead Monitoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Lead Capture
Not enough data
Not enough data
Not enough data
Not enough data
Data Capture
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
Not enough data
Not enough data
Not enough data
Customization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
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 - Lead Scoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Attribution
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Discovery
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Platform
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
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customizations
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
Generative AI
Not enough data
Not enough data
Agentic AI - Sales Analytics
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
Data Sourcing
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
Predictive Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sales 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
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Relationship Management - Insurance CRM
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
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
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
Keap and Redtail Technology are categorized as SMS Marketing
Unique Categories
Keap is categorized as Quote-to-Cash, Email Template Builder, Invoice Management, Landing Page Builders, Sales Analytics, Lead Scoring, Lead Capture, Email Tracking, CRM, Marketing Automation, and Insurance CRM
Reviews
Reviewers' Company Size
Keap
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
30.0%
Consulting
20.0%
Professional Training & Coaching
10.0%
Leisure, Travel & Tourism
10.0%
Information Technology and Services
10.0%
Other
20.0%
Financial Services
86.7%
Investment Management
5.3%
Insurance
2.2%
Accounting
1.8%
Marketing and Advertising
1.3%
Other
2.7%
Alternatives
Discussions
Keap has no discussions with answers
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.
