Streak vs Redtail CRM (2024 Comparison)
Streak transforms your Gmail into a powerful CRM, offering seamless integration and customizable pipelines. It's perfect for small businesses seeking a user-friendly CRM solution.
- Seamless Gmail integration.
- Customizable pipelines.
- User-friendly interface.
- Limited advanced features.
- Not ideal for large enterprises.
Free plan?
YesStarting price
$15 per month per user
Redtail CRM provides industry-specific features for financial advisors, with comprehensive reporting and robust support. It's ideal for professionals seeking a tailored CRM solution.
- Industry-specific features.
- Comprehensive reporting.
- Robust customer support.
- Higher learning curve.
- More expensive.
Free plan?
YesStarting price
$39 per month per userWhat is Streak?
Streak is a versatile CRM tool that integrates seamlessly with Gmail, transforming your inbox into a powerful customer relationship management system. It helps users manage leads, track sales, and automate workflows directly from their email. With Streak, you can customize pipelines, collaborate with team members, and gain insights through analytics, all within the familiar Gmail interface. This tool is particularly beneficial for small to medium-sized businesses looking to streamline their sales processes without leaving their email environment.
What is Redtail CRM?
Redtail CRM is a comprehensive customer relationship management software designed specifically for financial advisors. It offers a suite of tools to manage client relationships, track interactions, and streamline workflows. Redtail CRM helps advisors stay organized with features like task management, calendar integration, and document storage. It also provides robust reporting and analytics to help users make informed decisions. This tool is ideal for financial professionals seeking a CRM solution tailored to their industry's unique needs.
Pros and Cons of Streak vs Redtail CRM
Pros & Cons of Streak
- Streak integrates directly with Gmail, providing a seamless experience for users who rely heavily on email for customer interactions. This integration allows for easy management of leads and tasks without leaving your inbox.
- Streak offers customizable pipelines, allowing users to tailor their CRM processes to fit their specific business needs. This flexibility makes it a versatile tool for various industries.
- Streak's interface is intuitive and easy to navigate, making it accessible for users of all skill levels. Its integration with Gmail ensures a familiar environment for managing customer relationships.
- While Streak offers essential CRM functionalities, it lacks some of the advanced features found in more specialized CRM tools. This may limit its appeal for businesses with complex CRM needs.
- Streak is best suited for small to medium-sized businesses. Its features may not scale well for larger enterprises with more complex CRM requirements.
Pros & Cons of Redtail CRM
- Redtail CRM offers features tailored specifically for financial advisors, such as compliance tracking and client management. This makes it an ideal choice for professionals in the financial sector.
- Redtail CRM provides advanced reporting and analytics, allowing users to gain valuable insights into their client interactions and business performance. This feature is particularly beneficial for data-driven decision-making.
- Redtail CRM offers excellent customer support, with resources and assistance tailored for financial advisors. This ensures users receive the guidance they need to maximize the tool's potential.
- Due to its specialized features, Redtail CRM may require more time to learn and master. This could be a drawback for users seeking a quick and easy setup.
- Redtail CRM's pricing reflects its advanced features and industry-specific capabilities. This may make it less accessible for smaller businesses or those with limited budgets.
Streak vs Redtail CRM: At A Glance
Value to Price
Streak offers a competitive value for its price, especially for small businesses that rely heavily on Gmail. Its integration with Gmail provides a seamless experience, making it a cost-effective choice for those already using Google's ecosystem. Redtail CRM, on the other hand, offers more specialized features for financial advisors, which justifies its higher price point. If you are in the financial sector, Redtail CRM provides more tailored solutions, making it worth the investment.
Ease of Use
Streak is known for its user-friendly interface, especially for those familiar with Gmail. Its integration with Gmail makes it intuitive and easy to navigate. Redtail CRM also offers a straightforward interface, but it may require a bit more time to get accustomed to due to its specialized features. If you prefer a tool that integrates seamlessly with your existing email system, Streak is the way to go.
Functionality
Streak provides essential CRM functionalities directly within Gmail, making it a convenient choice for managing customer relationships without switching platforms. Redtail CRM, however, offers more advanced functionalities tailored for financial advisors, such as compliance tracking and client management. If you need industry-specific features, Redtail CRM is the better option.
Scalability
Streak is suitable for small to medium-sized businesses, offering scalability within its Gmail integration. However, for larger enterprises or those in the financial sector, Redtail CRM provides more robust scalability options, accommodating the growth of your business. If you anticipate significant growth, Redtail CRM is the more scalable choice.
Integrations
Streak integrates seamlessly with Gmail and other Google Workspace apps, making it a great choice for businesses already using these tools. Redtail CRM offers integrations with financial planning software and other industry-specific tools, providing a more comprehensive solution for financial advisors. If you need specialized integrations, Redtail CRM is the better fit.
Customer Support
Streak offers reliable customer support, with resources available for troubleshooting and assistance. Redtail CRM, however, provides more personalized support, especially for financial advisors who may require industry-specific guidance. If you value personalized support, Redtail CRM is the superior choice.
Security
Both Streak and Redtail CRM offer robust security features to protect customer data. Streak benefits from Google's security infrastructure, while Redtail CRM provides additional security measures tailored for financial data protection. If security is a top priority, Redtail CRM offers more specialized security features.
Overall Rating
Overall, both Streak and Redtail CRM are excellent CRM solutions, each catering to different needs. Streak is ideal for businesses looking for a simple, Gmail-integrated CRM, while Redtail CRM is better suited for financial advisors seeking industry-specific features. Your choice should depend on your specific business needs and industry requirements.
Streak vs Redtail CRM: A Detailed Breakdown of Key Features
Email Integration
Streak excels in email integration, seamlessly embedding CRM functionalities within Gmail. This makes it incredibly convenient for users who spend a lot of time in their inbox. You can manage leads, track emails, and automate workflows without leaving Gmail. Redtail CRM, while offering email integration, is not as deeply embedded as Streak. If you want a CRM that feels like a natural extension of your email, Streak is the better choice.
Task Management
Both Streak and Redtail CRM offer robust task management features. Streak allows you to create tasks directly from your email, making it easy to stay organized. Redtail CRM provides a more comprehensive task management system, with features tailored for financial advisors. If you need advanced task management capabilities, Redtail CRM is the superior option.
Pipeline Management
Streak offers intuitive pipeline management, allowing you to customize stages and track progress directly within Gmail. Redtail CRM provides more advanced pipeline management features, with options for financial advisors to track client interactions and compliance. If you need industry-specific pipeline management, Redtail CRM is the better choice.
Reporting and Analytics
Streak provides basic reporting and analytics, suitable for small to medium-sized businesses. Redtail CRM offers more advanced reporting features, with detailed analytics tailored for financial advisors. If you require in-depth reporting and analytics, Redtail CRM is the better option.
Customization
Streak allows for customization of pipelines and workflows, making it adaptable to various business needs. Redtail CRM offers more extensive customization options, particularly for financial advisors who need to tailor the CRM to their specific processes. If customization is a priority, Redtail CRM provides more flexibility.
Mobile Access
Both Streak and Redtail CRM offer mobile access, allowing you to manage your CRM on the go. Streak's mobile app is user-friendly and integrates well with Gmail. Redtail CRM's mobile app provides access to all its features, making it a comprehensive solution for financial advisors. If mobile access is crucial, both tools offer reliable options.
Pricing Comparison of Streak and Redtail CRM
To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Streak and Redtail CRM. This comparison will highlight the best option for managing your customer relationships.
Streak Pricing Plans
- 5000 boxes to manage your data efficiently.
- Mail merge capability with up to 800 emails per day.
- Link tracking to monitor email engagement.
- Unlimited contacts and organizations for comprehensive management.
- Shared pipelines to enhance team collaboration.
- Mail merge with up to 1500 emails per day.
- Google Workspace integrations for seamless workflow.
- Unlimited shared contacts with email history for team access.
- Automations and integrations to streamline processes.
- AI Co-Pilot for enhanced decision-making support.
- Archived users to maintain email history without extra cost.
- Priority support for quick issue resolution.
- Data validation to ensure data consistency and accuracy.
- Dedicated support for personalized assistance and onboarding.
- Advanced implementation for custom workflow solutions.
- Custom billing options for flexible payment terms.
Redtail CRM Pricing Plans
- User-friendly interface designed for ease of use and efficiency.
- Secure data storage ensuring client information is protected.
- Customizable dashboards to tailor the CRM to your needs.
- Integration capabilities with other tools for seamless workflow.
- Redtail Imaging for efficient document management.
- Redtail Speak for secure client communication.
- Unlimited user access for team collaboration.
- Advanced reporting tools for data-driven decisions.
- Endless options available for scalability and flexibility.
- Dedicated support for seamless implementation and use.
- Advanced security features for enterprise-level protection.
- Integration with Orion Wealth Management for streamlined operations.
Our Rating Methodology
We thoroughly evaluate each CRM tool, focusing on key factors like functionality, ease of use, and industry-specific features. By analyzing user reviews and conducting hands-on testing, we ensure our recommendations meet diverse business needs. Each factor is weighted to provide an accurate final rating, helping you choose the best CRM solution.
Streak or Redtail CRM: Which One Matches Your Business Needs?
Choose Streak If You Need ...
- Seamless Gmail integration
If you are a business that relies heavily on Gmail for communication and want a CRM that integrates seamlessly with your email, Streak is the ideal choice. Its integration with Gmail provides a familiar and convenient environment for managing customer relationships.
- User-friendly interface
If you are looking for a CRM with an intuitive and easy-to-navigate interface, Streak is the better option. Its user-friendly design ensures that users of all skill levels can quickly adapt and make the most of its features.
Choose Redtail CRM If You Need ...
- Industry-specific features
If you are a financial advisor seeking a CRM with features tailored to your industry, Redtail CRM is the superior choice. Its specialized tools for compliance tracking and client management make it an ideal solution for financial professionals.
- Comprehensive reporting
If you require advanced reporting and analytics to gain insights into your business performance, Redtail CRM is the better option. Its robust reporting features provide valuable data for informed decision-making.
Frequently Asked Questions
Which CRM is better for small businesses, Streak or Redtail CRM?
Is Redtail CRM suitable for industries other than finance?
Can Streak handle large volumes of data?
Does Redtail CRM offer mobile access?
How does Streak's pricing compare to Redtail CRM?
What kind of customer support does Redtail CRM provide?
Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
