---
description: Compare Redtail CRM vs SmartOffice. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.
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title: Redtail CRM vs SmartOffice Comparison - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Insurance CRM Software](/directory/32554/insurance-crm/software) > [Redtail CRM \<span\>vs\</span\> SmartOffice](https://www.capterra.ca/compare/121349/133901/redtail-crm/vs/smartoffice)

# Compare Redtail CRM vs SmartOffice

Canonical: https://www.capterra.ca/compare/121349/133901/redtail-crm/vs/smartoffice

> Detailed comparison between Redtail CRM and SmartOffice. Check ratings, reviews, pricing, and features to make the best decision for your business.

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## At a Glance

| Metric | Redtail CRM | SmartOffice |
| **Overall rating** | 4.1/5 | 3.7/5 |
| **Total Reviews** | 85 | 17 |
| **Starting Price** | US$39.00 | US$70.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat | Email/Help Desk, Knowledge Base Software, Phone Support |
| **Training Software** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Best for

### Redtail CRM

CRM solution which assists businesses of all sizes with client data management, workflows, email marketing and data exports.

### SmartOffice

Designed for insurance agents, financial advisors, RIA's, banks, and enterprises, an industry-specific CRM solution that's tailored for the financial services industry.

## Key features

### Redtail CRM

- Activity Tracking
- CRM Software
- Calendar Management
- Client Management
- Contact Database
- Contact Management Software
- Customer Database
- Customizable Reports
- Document Management Software
- Email Marketing Software
- Lead Management Software
- Process/Workflow Automation
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Pipeline Management
- Search/Filter
- Task Management Software
- Task Scheduling
- Workflow Management Software

### SmartOffice

- Activity Tracking
- CRM Software
- Calendar Management
- Client Management
- Contact Database
- Contact Management Software
- Customer Database
- Customizable Reports
- Document Management Software
- Email Marketing Software
- Lead Management Software
- Process/Workflow Automation
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Pipeline Management
- Search/Filter
- Task Management Software
- Task Scheduling
- Workflow Management Software

## Links

- [View Redtail CRM Profile](https://www.capterra.ca/software/121349/redtail-crm)
- [View SmartOffice Profile](https://www.capterra.ca/software/133901/smartoffice)
- [View Original Comparison](https://www.capterra.ca/compare/121349/133901/redtail-crm/vs/smartoffice)

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