Redtail CRM vs Insightly
An independent, side-by-side comparison of two CRM Software providers — scores, pricing, company-size fit, and strengths — to help you pick the right one.
Redtail CRM vs Insightly at a glance
Editorial sub-scores are RankedVendors estimates.
| Redtail CRM | Insightly | |
|---|---|---|
| Overall score | 65/100 | 89/100 ✓ |
| Tier | Standard | Elite |
| Capability (editorial) | 66 | 90 ✓ |
| Ease of use (editorial) | 61 | 87 ✓ |
| Value (editorial) | 62 | 89 ✓ |
| Best for | Small business, Mid-market, Enterprise | Small business, Mid-market, Enterprise |
| Pricing model | Quote-based | Quote-based |
| Headquarters | — | — |
| Founded | — | — |
Verdict
Insightly is the higher-ranked of the two on RankedVendors (89/100 vs 65/100), but both are credible CRM Software options. Redtail CRM fits small business, mid-market, enterprise; Insightly fits small business, mid-market, enterprise. Match the shortlist to your size and must-have features, and trial before committing.
Where each one stands out
Redtail CRM
Redtail CRM is a CRM for the financial services industry.
Best for: Small business, Mid-market, Enterprise
Read Redtail CRM reviewInsightly
Insightly is a CRM platform for managing pipeline, contacts, and revenue forecasting.
Best for: Small business, Mid-market, Enterprise
Read Insightly reviewRedtail CRM vs Insightly — FAQ
Is Redtail CRM better than Insightly?
On RankedVendors, Insightly scores 89/100 versus Redtail CRM's 65/100, so Insightly ranks higher overall in CRM Software. The right choice still depends on your size, budget, and must-have features — see the breakdown above.
What is the difference between Redtail CRM and Insightly?
Redtail CRM is a CRM for the financial services industry. Insightly is a CRM platform for managing pipeline, contacts, and revenue forecasting. Both compete in CRM Software; compare their strengths and best-fit company sizes above.
Which is better value, Redtail CRM or Insightly?
Our editorial value scores put Redtail CRM at 62/100 and Insightly at 89/100. Redtail CRM is Quote-based; Insightly is Quote-based. Request quotes from both to compare against your scale.