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Agile CRM vs Redtail CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Agile CRM vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 8165 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Agile CRM and Redtail CRM

Agile CRM, Redtail CRM, Freshsales, Hubspot Sales Hub, etc., 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.

Agile CRM covers Contact List Management with E-Mail, Communication Management with E-Mail, Helpdesk Management with E-Mail, Engagement 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.

"I love AGILE CRM. It's a perfect solution for startups. The price is right and the system does all I need it to. I had a small issue and called the customer service line. I was really impressed being able to speak with the team all the way from Aust...ralia. They fixed my issue immediately and were very nice to deal with. I highly recommend AGILE CRM. AGILE CRM is excellent for startups who can't afford the high prices of alternative solutions out there. " - Penina Petersen

"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 Agile CRM

Focus area

Agile CRM is better than Redtail CRM for

Software Failure Risk

  • medium

logo Redtail CRM

Focus area

Software Failure Risk

  • low

About

Agile CRM | Automate your sales, marketing, and service in one platform

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

2012

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

103

42

Total Goals
(we found evidences for)

16

4

Top Processes

Evidences indicate better relative satisfaction


contact list management

enriching contact list

creating contact list


communication management

sending & publishing communications

tracking & monitoring communications


helpdesk management


engagement management

engaging and following up


campaign management

campaign analytics

campaign monitoring


social media management

social media analytics

scheduling post to social media

managing social media account

engaging on social media

monitoring social media




sales call management

meeting management


generation of new leads


lead qualification

lead qualification: behavioural

lead qualification: demographic

lead qualification: technographic



training & onboarding





relationship management


sales document management

proposal & quote management

contract management


social media marketing




promotion management


discount management


knowledge management



conversion management




customer feedback management

measuring customer satisfaction


content management




pipeline management




subscription management


category management


conference call management


lifetime value management


products & pricelist management


database marketing


segmentation and targeting


loyalty management

identify target customers



revenue cycle management




account management



follower management


sales review & feedback




Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve efficiency

  • Grow market share

  • Increase customer life time value

  • Enter new markets internationally or locally

  • Improve ROI

  • Launch new products

  • Improve brand engagement

  • Improve digital and social presence

  • Improve internal communications

  • Improve stakeholder relations

  • Build brand awareness

  • Reduce bounce

  • See 13 more
  • 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

high

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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Business Setting