---
description: Side-by-side comparison of Redtail CRM vs DealCloud. Learn more about each of the product's price, features, and see the most comprehensive reviews for UK business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Redtail CRM vs DealCloud Comparison - Capterra UK 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Redtail CRM \<span\>vs\</span\> DealCloud](https://www.capterra.co.uk/compare/121349/139967/redtail-crm/vs/dealcloud)

# Compare Redtail CRM vs DealCloud

Canonical: https://www.capterra.co.uk/compare/121349/139967/redtail-crm/vs/dealcloud

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

-----

## At a Glance

| Metric | Redtail CRM | DealCloud |
| **Overall rating** | 4.1/5 | 4.5/5 |
| **Total Reviews** | 85 | 21 |
| **Starting Price** | US$39.00 | - |
| **Free Trial** | Yes | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| **Training** | 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.

### DealCloud

DealCloud is a deal and relationship intelligence platform that enables financial and professional services firms to originate opportunities, manage pipelines, and deepen relationships.

## Key features

### Redtail CRM

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

### DealCloud

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

## Links

- [View Redtail CRM Profile](https://www.capterra.co.uk/software/121349/redtail-crm)
- [View DealCloud Profile](https://www.capterra.co.uk/software/139967/dealcloud)
- [View Original Comparison](https://www.capterra.co.uk/compare/121349/139967/redtail-crm/vs/dealcloud)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Redtail CRM vs DealCloud Comparison - Capterra UK 2026","description":"Side-by-side comparison of Redtail CRM vs DealCloud. Learn more about each of the product's price, features, and see the most comprehensive reviews for UK business users.","url":"https://www.capterra.co.uk/compare/121349/139967/redtail-crm/vs/dealcloud","about":[{"@id":"https://www.capterra.co.uk/software/121349/redtail-crm#software"},{"@id":"https://www.capterra.co.uk/software/139967/dealcloud#software"}],"breadcrumb":{"@id":"https://www.capterra.co.uk/compare/121349/139967/redtail-crm/vs/dealcloud#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.capterra.co.uk/compare/121349/139967/redtail-crm/vs/dealcloud#webpage","isPartOf":{"@id":"https://www.capterra.co.uk/#website"},"inLanguage":"en-GB","publisher":{"@id":"https://www.capterra.co.uk/#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.co.uk/software/121349/redtail-crm","@type":"SoftwareApplication","@id":"https://www.capterra.co.uk/software/121349/redtail-crm#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.co.uk/#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":"DealCloud","description":"Intapp DealCloud is a deal and relationship intelligence platform that enables financial and professional services firms to originate opportunities, manage pipelines, and deepen relationships. Used by leading investment banks, private capital firms, accounting and consulting firms, legal advisors, and real assets organizations around the world, DealCloud centralizes firm and market knowledge to deliver actionable insights, improve collaboration, and drive execution. With an AI-powered platform, configurable workflows, and robust integration capabilities, DealCloud enables seamless data flow across firm systems, third-party sources, and Intapp products — helping firms eliminate silos, make faster decisions, and scale growth across practices and geographies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/2223c821-abda-4356-bdf5-f3673f5b64ca.png","url":"https://www.capterra.co.uk/software/139967/dealcloud","@type":"SoftwareApplication","@id":"https://www.capterra.co.uk/software/139967/dealcloud#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.co.uk/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.5,"bestRating":5,"ratingCount":21},"operatingSystem":"Cloud, Apple, Windows, 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 DealCloud","position":3,"item":"https://www.capterra.co.uk/compare/121349/139967/redtail-crm/vs/dealcloud","@type":"ListItem"}],"@id":"https://www.capterra.co.uk/compare/121349/139967/redtail-crm/vs/dealcloud#breadcrumblist"}]}
</script>
