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  • Writer's pictureSsemujju Lewis E

Top Redtail CRM alternatives To Use

Redtail is a web-based financial CRM tool with the biggest market, attributed to good user experience. Redtail was founded in 2003 but has secured the market with several financial technology companies. This is accredited to a user-friendly interface, combined with many other platforms and a short learning curve.

Redtail has lead management, contact management, customizable reporting, integrations, and workflow automation, and the two most essential are seminar management and Redtail university. In addition, Redtail can combine with other financial tools like Moneyguide Pro, Riskalyze, LaserApp, and Morningstar.

With Redtail, you can have it on your portable mobile device, making it easy for any user to buy Redtaill speak as a complaint communication platform combined with the CRM platform.

Redtail charges depend on each database compared to other CRM software tools, which charge per user per month. A single database consists of 15 users, and it is charged $99; this is favorable for medium and small businesses.

Does Redtail CRM have Quality alternatives?

The answer is yes. Marketing automation is a very mobile and innovative field, with new services and tools getting launched.

Redtail is not big on social media and sales conversion reporting, which could offset you and your business.

1. MonkeyPesa CRM

MonkeyPesa CRM is in the bracket of an all-in-one business automation tool. From sales marketing, automation or customer support. With its devotion to helping Small and Medium Enterprises (SMEs), MonkeyPesa is a user-friendly tool. The pricing, features, analytics and easy-to-interpret dashboard make it ideal. MonkeyPesa CRM is the best alternative for Redtail.

CRM aids businesses in getting prospects, insights, converting more leads to become customers and managing customers across several channels. At the same time, they go through the selling process.

The services offered include; Sales pipeline management which helps companies to sell faster and get more prospects into the business. The invoicing and billing system allows tracking time, generating invoices, Pro-forma invoices, and quotes, and getting much more money faster. And the real estate system helps companies acquire property, landlord management, tenant and the necessary automation.

MonkeyPesa CRM Features:

  • Team collaboration

  • Contact management

  • Pipeline management

  • Data security

  • Insights, analytics and reports

  • Human Resources and payroll

  • Inventory and stores

  • Bulk SMS and emailing

  • Sales Automation

  • Marketing Automation

Accessible Communication is a giant step toward maintaining good relationships with clients. Strong relationships generate more sales and support, improve client satisfaction, and can even reduce business expenses.

A closed buyer is just as vital as a new lead. MonkeyPesa CRM allows you to create charges based on a prospect’s information, schedule calls for them at any point, take notes based on our interactions, and easily save and organize that data for future use. In a nutshell, you are moving a sales lead or prospect from one stage of your sales funnel to the next.

The MonkeyPesa CRM allows you to add contacts manually or via a file upload. Because the goal is to have streamlined communication in the sales process, you do not have to open another platform to make calls with your clients and prospects. The dashboard enables calls. In addition, all these interactions are captured in case you need to make clarifications and references.

It is a catch for small and medium enterprises, from social networking tools and project management to CRM, document management, calendars, team management, email marketing, phone management, and flawless lead management.

Social Media is a very relevant tool for sales and marketing today. Every passing day, there is a new social media channel your clients and prospects sign up for. MonkeyPesa provides a centralized location for all your social media interactions — tweets, posts, reels, videos, comments, replies, and Direct Messages.

The platform caters to all business sizes with mega automation that integrates email marketing, marketing automation, CRM, and machine learning for powerful segmentation and personalization across social, email, messaging, chat, and text. Over 70% of ActiveCampaign's customers use its 300+ integrations, including Shopify, Square, Facebook, and Salesforce. Pricing starts at $9 a month.


  • Advanced visual automation builder with conditional logic

  • Pricing scales well

  • Integrates with basically everything

  • Ability to roll multiple domains and lists up under one account (maximize # of contacts per pricing tier)

  • Slides into a more traditional CRM feel, but only if you need it (good transitory software)

  • The robust, supported ecosystem of “ActiveCampaign experts” to pull from to maximize functionality


  • It’s tempting to tag every decision with a new modifier, but then hard to keep track of all the tags (and why you created them, to begin with)

  • It can get a little pricey as you scale significantly if you don’t regularly “prune” your list.

  • It might be overkill for some simple business models.

ActiveCampaign Prices: Get started at just $9 per month for the basic plan, $49 per month for the Plus plan (unlocks CRM features and advanced integrations), $129 per month for the Pro, and $229 per month for Enterprise Plan.

This is a very user-friendly alternative with incredible eCommerce features. In addition, constant Contact has outstanding email deliverability.

Constant Contact is a full-featured email marketing solution with social media integration, drag-and-drop editing, and real-time reporting capabilities. It is a bulk email tool designed for SMB customers. While it is most widely known for its email marketing capabilities, it also provides services for website management, such as a website builder, ecommerce tools, and logo design assistance.

Key Email Marketing Features

  • Email templates

  • Marketing Automation

  • Facebook & Instagram ads

  • Google ads

  • Ecommerce integrations

  • Email campaign ideas


  • Great feature set for event-based email marketing

  • Easy to use drag and drop email builder

  • Extensive template library with premade email forms and designs

  • Consistently among the highest email deliverability rates that we’ve tested


  • Relatively basic reporting and analytics tools

  • Limited ability to tag users based on behavior and triggers

  • Not the cheapest alternative

Constant Contact Prices: Constant Contact offers a basic service starting at 20/month for up to 500 contacts (and then scaling up) OR their new Email Plus option, which starts at $45/month for up to 5oo contacts (then scaling up).

4. Bitrix24

Bitrix24 is an on-cloud and on-premise CRM software system with over 18 different languages enabled. Bitrix24 manages its timeline and pipeline activities and is perfect for small, medium and large businesses.

Companies prefer to use this CRM system due to the many advantages, including unlimited leads, contacts, quotes, invoices, appointment scheduling, and deals. In addition, the cloud-based sales management software offers complimentary sales, promotion, and customer management tools from being a lead to closing a deal. Its best productivity lies in lead management, sales performance, tracking, and pipeline management.

To easily manage your business and financial deals, Bitrix24 has several features: Invoices, Telemarketing, Sales automation, free documentary management, Inbound and outbound calls, Automated email marketing, Reservation communication history and many others.

About Prices of Bitrix24;

There is a free version for the first 12 users, Start + is for $19 a month, CRM+ is for $55 a month, Project +is for $55 a month, Standard goes for $79 a month, and Professional goes for $159 a month.

4. Zoho Desk

Zoho Desk is a customer service software commonly known as “the gold standard for great customer relationships.” The software helps businesses get prospects, follow up with customers, generate more sales, increase profits and earn more revenue. This is the sole aim of the majority of companies.

Currently, Zoho serves over 250000 countries in more than 180 countries and is trusted by some of the biggest global brands. Zoho customer service software collects information regarding sales, marketing, and customer service activities and centralizes it in one place, which helps to align business activities. Furthermore, the software captures and records critical customer information, which may be helpful while doing a follow-up or for any other engagement reasons.

Zoho customer service software can be personalized to meet the demands of every business, irrespective of the nature and size of the company. Both startups and large enterprises use Zoho CRM. The software caters to all modern industries, including; real estate, healthcare, insurance, media, legal, restaurants, banking, travel, tax, freelancers, and profit and non-profit making companies.

Zoho service software features include;
  • lead management

  • deal management

  • contact management,

  • workflow automation, and more.

The software integrates with other applications and tools like; Evernote, MailChimp, Google Apps, Microsoft Office and QuickBooks.

Zoho service software pricing: Zoho has a free version that lasts for the first 15 days, but paid packages go for; a standard package is for $12 a month, Zoho Begin is for $7, professional goes for $20 a month, enterprise goes for $35, Zoho ultimate goes for $45 while the unlimited edition goes for $100 every month.

Benefits of Zoho customer service software:
  • Its products and functions are easy to use

  • Suitable for sales organizations, primarily those with a complicated B2C sales cycle.

  • Refunds customers who are not satisfied with their services

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