---
description: Compare Redtail CRM vs Ploomes CRM. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Redtail CRM vs Ploomes CRM Comparison - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Redtail CRM \<span\>vs\</span\> Ploomes CRM](https://www.capterra.ca/compare/121349/207290/redtail-crm/vs/ploomes)

# Compare Redtail CRM vs Ploomes CRM

Canonical: https://www.capterra.ca/compare/121349/207290/redtail-crm/vs/ploomes

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

-----

## At a Glance

| Metric | Redtail CRM | Ploomes CRM |
| **Overall rating** | 4.1/5 | 4.9/5 |
| **Total Reviews** | 85 | 418 |
| **Starting Price** | US$39.00 | US$22.00 |
| **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), Linux (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Chat |
| **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.

### Ploomes CRM

Best suited for medium-sized B2B companies with complex sales processes, especially in industries like manufacturing, services, and technology.

## Key features

### Redtail CRM

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

### Ploomes CRM

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

## Links

- [View Redtail CRM Profile](https://www.capterra.ca/software/121349/redtail-crm)
- [View Ploomes CRM Profile](https://www.capterra.ca/software/207290/ploomes)
- [View Original Comparison](https://www.capterra.ca/compare/121349/207290/redtail-crm/vs/ploomes)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Redtail CRM vs Ploomes CRM Comparison - Capterra Canada 2026","description":"Compare Redtail CRM vs Ploomes CRM. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.","url":"https://www.capterra.ca/compare/121349/207290/redtail-crm/vs/ploomes","about":[{"@id":"https://www.capterra.ca/software/121349/redtail-crm#software"},{"@id":"https://www.capterra.ca/software/207290/ploomes#software"}],"breadcrumb":{"@id":"https://www.capterra.ca/compare/121349/207290/redtail-crm/vs/ploomes#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.capterra.ca/compare/121349/207290/redtail-crm/vs/ploomes#webpage","isPartOf":{"@id":"https://www.capterra.ca/#website"},"inLanguage":"en-CA","publisher":{"@id":"https://www.capterra.ca/#organization"}},{"name":"Redtail CRM","description":"Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industrys most widely used applications.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/fd9b54c4-1809-4f8a-ab89-b0ae358f145c.png","url":"https://www.capterra.ca/software/121349/redtail-crm","@type":"SoftwareApplication","@id":"https://www.capterra.ca/software/121349/redtail-crm#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.1,"bestRating":5,"ratingCount":85},"offers":{"price":"39","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"name":"Ploomes CRM","description":"Ploomes CRM is the leading CRM platform in Latin America, designed to help sales leaders and managers overcome the biggest challenge of CRM adoption: engagement. By unifying CRM features with customizable workflows, proposal automations, and integrated reporting, Ploomes centralizes the entire sales operation in one place. Teams gain visibility, reduce manual work, and accelerate deal closures while keeping data reliable and easy to track. With real-time dashboards and native integrations with ERPs, Gmail, RD Station, and Power BI, Ploomes connects sales to the rest of the business. Medium-sized companies choose Ploomes for its balance of user-friendly design, powerful features, fast implementation, and local consultative support that drives measurable growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/164d496f-e72a-4d89-af43-150c48fabc97.png","url":"https://www.capterra.ca/software/207290/ploomes","@type":"SoftwareApplication","@id":"https://www.capterra.ca/software/207290/ploomes#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.9,"bestRating":5,"ratingCount":418},"offers":{"price":"22","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Android, Platform ios, Platform ipad"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"CRM Software","position":2,"item":"/directory/2/customer-relationship-management/software","@type":"ListItem"},{"name":"Redtail CRM vs Ploomes CRM","position":3,"item":"https://www.capterra.ca/compare/121349/207290/redtail-crm/vs/ploomes","@type":"ListItem"}],"@id":"https://www.capterra.ca/compare/121349/207290/redtail-crm/vs/ploomes#breadcrumblist"}]}
</script>