Copper vs Redtail CRM

Copper is the easy-to-use CRM that’s designed for and recommended by Google. Get started in minutes.

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more
Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

US$12.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$39.00/month

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.4 /5
(616)

Ease of Use

4.5/ 5

Features

4.1/ 5

Customer Service

4.3/ 5

Value for Money

4.1/ 5

Overall rating

4.1 /5
(83)

Ease of Use

3.9/ 5

Features

3.9/ 5

Customer Service

3.9/ 5

Value for Money

4.2/ 5

Total features 99

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Channel Management
  • Client Management
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Engagement
  • Customer Social Profiles
  • Customer Support
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • File Management
  • For AEC Industry
  • For Financial Institutions
  • For Insurance Industry
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Goal Management
  • Goal Setting/Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Meeting Management
  • Mobile Access
  • Monitoring
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prospecting Tools
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Revenue Management
  • Role-Based Permissions
  • Routing
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Territory Management
  • Third-Party Integrations
  • Web-based Deployment
  • Workflow Management

Total features 33

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Channel Management
  • Client Management
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Engagement
  • Customer Social Profiles
  • Customer Support
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • File Management
  • For AEC Industry
  • For Financial Institutions
  • For Insurance Industry
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Goal Management
  • Goal Setting/Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Meeting Management
  • Mobile Access
  • Monitoring
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prospecting Tools
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Revenue Management
  • Role-Based Permissions
  • Routing
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Territory Management
  • Third-Party Integrations
  • Web-based Deployment
  • Workflow Management
  • AWeber
  • Adobe Commerce
  • Asana
  • Constant Contact
  • Docusign
  • Dropbox Business
  • Envestnet | MoneyGuide
  • Gmail
  • Google Calendar
  • Google Contacts
  • Google Docs
  • Google Drive
  • Google Forms
  • Google Voice
  • Google Workspace
  • Grow
  • HubSpot Marketing Hub
  • Intercom
  • JustCall
  • Keap
  • Mailchimp
  • MailerLite
  • Meta for Business
  • Morningstar Office Cloud
  • Nitrogen
  • Operations Hub
  • Outfunnel
  • Outreach
  • PandaDoc
  • PersistIQ
  • Proposify
  • QuickBooks Online
  • Reply
  • SendPulse
  • Slack
  • Smartsheet
  • Surfe
  • TimeHero
  • Tray.io
  • Trello
  • Twitter/X
  • Typeform
  • VOGSY
  • Wufoo
  • Xero
  • Zapier
  • Zendesk Suite
  • AWeber
  • Adobe Commerce
  • Asana
  • Constant Contact
  • Docusign
  • Dropbox Business
  • Envestnet | MoneyGuide
  • Gmail
  • Google Calendar
  • Google Contacts
  • Google Docs
  • Google Drive
  • Google Forms
  • Google Voice
  • Google Workspace
  • Grow
  • HubSpot Marketing Hub
  • Intercom
  • JustCall
  • Keap
  • Mailchimp
  • MailerLite
  • Meta for Business
  • Morningstar Office Cloud
  • Nitrogen
  • Operations Hub
  • Outfunnel
  • Outreach
  • PandaDoc
  • PersistIQ
  • Proposify
  • QuickBooks Online
  • Reply
  • SendPulse
  • Slack
  • Smartsheet
  • Surfe
  • TimeHero
  • Tray.io
  • Trello
  • Twitter/X
  • Typeform
  • VOGSY
  • Wufoo
  • Xero
  • Zapier
  • Zendesk Suite