HubSpot vs Redtail CRM

crm comparison · Updated June 2026

HubSpot

crm · freemium

AI-powered CRM, marketing, sales, and service platform

Free-$3,600/moVisit

Redtail CRM

crm · paid

Purpose-built CRM for financial advisors

$99/database/mo (15 users)Visit

Quick Comparison

FeatureHubSpotRedtail CRM
Categorycrmcrm
Pricing Modelfreemiumpaid
Price RangeFree-$3,600/mo$99/database/mo (15 users)
Free Tier✓ Yes✗ No
Target MarketSMB / Mid-marketSMB / Mid-market
Affiliate Program✗ No✗ No

In-Depth Look

HubSpot

Comprehensive CRM platform with AI across marketing automation, sales pipeline, customer service, and content management. AI features include lead scoring, email optimization, chatbots, and predictive analytics.

Visit HubSpot

Redtail CRM

CRM designed specifically for financial advisors with workflow automation, document management, calendar integration, compliance archiving, and integrations with 130+ fintech providers. Used by 100,000+ financial professionals.

Visit Redtail CRM

Used by These Professions

The Bottom Line

Both HubSpot and Redtail CRM are strong options in the crm space. HubSpot offers a free tier, making it a better starting point for smaller teams or individual professionals who want to test before committing.

Both are accessible to SMB and mid-market teams with transparent pricing.

The best choice depends on your team size, budget, and specific workflow requirements. We recommend trying HubSpot first, then evaluating Redtail CRM if it doesn't meet your needs.

HubSpot

Free-$3,600/mo

Visit HubSpot

Redtail CRM

$99/database/mo (15 users)

Visit Redtail CRM