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Apptivo vs Redtail CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Apptivo medium Failure Risk for Redtail CRM low
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Comparison Summary

This comparison report of Apptivo vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 4165 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Apptivo and Redtail CRM

Apptivo, Redtail CRM, Vtiger all-in-one CRM, Bullhorn ATS & CRM, 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.

Apptivo covers Helpdesk Management, Contact List Management with E-Mail, Sales Document Management with E-Mail, Engagement Management, etc.

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

"First and foremost, customer service is awesome. " - Eryn Swenson

"Andrew was so, so patient and methodical. Didn't get frustrated with my total lack of knowledge with software program and didn't make me feel as ignorant as I am with setting up Outlook email. " - Art

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 Apptivo

Focus area

Apptivo is better than Redtail CRM for

Software Failure Risk

  • medium

logo Redtail CRM

Focus area

Redtail CRM is better than Apptivo for

Software Failure Risk

  • low

About

Cloud Business Management Software Suite

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.

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

76

42

Total Goals
(we found evidences for)

6

4

Top Processes

Evidences indicate better relative satisfaction

helpdesk management

Read Reviews (131)

Read Reviews (7)

contact list management

Read Reviews (92)

Read Reviews (31)

creating contact list

Read Reviews (3)

Read Reviews (1)

contacts history

Read Reviews (2)

Read Reviews (4)

tracking contacts

Read Reviews (2)

Read Reviews (0)

sales document management

Read Reviews (78)

Read Reviews (0)

proposal & quote management

Read Reviews (45)

Read Reviews (0)

contract management

Read Reviews (18)

Read Reviews (0)

digital signature

Read Reviews (14)

Read Reviews (0)

engagement management

Read Reviews (57)

Read Reviews (24)

engaging and following up

Read Reviews (47)

Read Reviews (20)

workflow management

Read Reviews (51)

Read Reviews (68)

communication management

Read Reviews (50)

Read Reviews (8)

tracking & monitoring communications

Read Reviews (23)

Read Reviews (2)

sending & publishing communications

Read Reviews (16)

Read Reviews (5)

campaign management

Read Reviews (38)

Read Reviews (3)

campaign monitoring

Read Reviews (14)

Read Reviews (0)

campaign analytics

Read Reviews (8)

Read Reviews (0)

billing and invoice management

Read Reviews (32)

Read Reviews (0)

relationship management

Read Reviews (23)

Read Reviews (15)

generation of new leads

Read Reviews (21)

Read Reviews (1)

opportunity management

Read Reviews (19)

Read Reviews (1)

pipeline management

Read Reviews (16)

Read Reviews (0)

conversion management

Read Reviews (16)

Read Reviews (0)

products & pricelist management

Read Reviews (13)

Read Reviews (1)

sales call management

Read Reviews (11)

Read Reviews (2)

meeting management

Read Reviews (3)

Read Reviews (2)

training & onboarding

Read Reviews (8)

Read Reviews (15)

customer case management

Read Reviews (6)

Read Reviews (0)

distribution management

Read Reviews (5)

Read Reviews (0)

customer feedback management

Read Reviews (5)

Read Reviews (0)

measuring customer satisfaction

Read Reviews (3)

Read Reviews (0)

trade show marketing

Read Reviews (4)

Read Reviews (0)

social media management

Read Reviews (3)

Read Reviews (5)

social media analytics

Read Reviews (2)

Read Reviews (2)

scheduling post to social media

Read Reviews (0)

Read Reviews (2)

lead qualification

Read Reviews (3)

Read Reviews (2)

lead qualification: demographic

Read Reviews (2)

Read Reviews (0)

lead qualification: technographic

Read Reviews (1)

Read Reviews (2)

performance management

Read Reviews (2)

Read Reviews (0)

touchpoint management

Read Reviews (2)

Read Reviews (0)

channel management

Read Reviews (2)

Read Reviews (0)

follower management

Read Reviews (2)

Read Reviews (2)

conference call management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Enter new markets internationally or locally

  • Improve efficiency

  • See 3 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

medium

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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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