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20NINE vs Redtail CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for 20NINE medium Failure Risk for Redtail CRM low
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Comparison Summary

This comparison report of 20NINE vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 1140 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing 20NINE and Redtail CRM

20NINE, and Redtail CRM belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

20NINE covers Sales Document Management, Forecasting, Collaboration with Promotions, Communication Management with E-Mail, etc.

Redtail CRM focuses on Workflow Management, Contact List Management with E-Mail, Engagement Management with Offline, Relationship Management with E-Mail, etc.

"Salesbox makes things easy. We chose to go digital with Salesbox and got all we could ask for. It has a great touch and feel, a modern feature set that utilize all the digital upsides of today. The many integrations to the third party tools we use w...as a big plus. " - IT Consultant company

"Thank you so much. While I'm still learning this program it is so good to know I have help right when I need it. I'm watching all the tutorials as well. Thank you again! " - Laurie

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo 20NINE

Focus area

Software Failure Risk

  • medium

logo Redtail CRM

Focus area

Software Failure Risk

  • low

About

Contextual software for small businesses aiming big

Web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations.

Age

2014

Financials

SEED

PRIVATE

Business Need

Total Processes
(we found evidences for)

28

42

Total Goals
(we found evidences for)

3

4

Top Processes

Evidences indicate better relative satisfaction

sales document management

Read Reviews (16)

Read Reviews (0)

digital signature

Read Reviews (6)

Read Reviews (0)

proposal & quote management

Read Reviews (5)

Read Reviews (0)

contract management

Read Reviews (3)

Read Reviews (0)

forecasting

Read Reviews (11)

Read Reviews (0)

collaboration

Read Reviews (9)

Read Reviews (2)

communication management

Read Reviews (8)

Read Reviews (8)

sending & publishing communications

Read Reviews (6)

Read Reviews (5)

tracking & monitoring communications

Read Reviews (1)

Read Reviews (2)

generation of new leads

Read Reviews (6)

Read Reviews (1)

lead analytics

Read Reviews (5)

Read Reviews (1)

sales call management

Read Reviews (4)

Read Reviews (2)

contact list management

Read Reviews (4)

Read Reviews (31)

campaign management

Read Reviews (2)

Read Reviews (3)

engagement management

Read Reviews (2)

Read Reviews (24)

engaging and following up

Read Reviews (2)

Read Reviews (20)

training & onboarding

Read Reviews (1)

Read Reviews (15)

relationship management

Read Reviews (1)

Read Reviews (15)

workflow management

Read Reviews (0)

Read Reviews (68)

helpdesk management

Read Reviews (0)

Read Reviews (7)

social media analytics

Read Reviews (0)

Read Reviews (2)

scheduling post to social media

Read Reviews (0)

Read Reviews (2)

social media management

Read Reviews (0)

Read Reviews (5)

social media analytics

Read Reviews (0)

Read Reviews (2)

scheduling post to social media

Read Reviews (0)

Read Reviews (2)

follower management

Read Reviews (0)

Read Reviews (2)

conference call management

Read Reviews (0)

Read Reviews (2)

lead qualification: technographic

Read Reviews (0)

Read Reviews (2)

lead qualification

Read Reviews (0)

Read Reviews (2)

lead qualification: technographic

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Increase sales & revenue

  • See 1 more

Top Channels

Channels Used

  • e-mail

  • mass media

  • offline

  • website

  • phone calls

  • user generated content

  • blogs

  • video

  • text SMS

  • events

  • trade shows

  • promotions

  • social media

  • point of sale

  • mobile

  • chat

  • See 13 more

  • e-mail

  • mass media

  • offline

  • website

  • phone calls

  • user generated content

  • blogs

  • video

  • text SMS

  • events

  • trade shows

  • promotions

  • social media

  • point of sale

  • mobile

  • chat

  • See 13 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

No Data

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low

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Security & Privacy Risk

No Data

{{{rsh_C_1}}}

medium

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Integration Risk

low

{{{rsh_C_1}}}

medium

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting