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Freshsales vs Redtail CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Freshsales vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 9261 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Freshsales and Redtail CRM

Freshsales, Redtail CRM, Pipeline CRM, Agile 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.

Freshsales covers Engagement Management with E-Mail, Communication Management with E-Mail, Workflow Management with E-Mail, Lead 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.

"In the past, we used Zoho and never fully understood it. It was difficult to get our sales team to use the clumsy, difficult-to-understand CRM (myself included). But with Freshsales, it actually makes sales fun again. In less than an hour, I had all... of our leads imported and the system figured out. " - Julie Brant Simbro

"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 Freshsales

Focus area

Freshsales is better than Redtail CRM for

Software Failure Risk

  • medium

logo Redtail CRM

Focus area

Software Failure Risk

  • low

About

AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

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

2010

Financials

SERIES H

PRIVATE

Business Need

Total Processes
(we found evidences for)

107

42

Total Goals
(we found evidences for)

13

4

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


communication management

tracking & monitoring communications

sending & publishing communications




contact list management

creating contact list



helpdesk management


generation of new leads


sales call management

meeting management



conversion management


lead qualification

lead qualification: demographic

lead qualification: behavioural

lead qualification: technographic

lead qualification: firmographic


training & onboarding


pipeline management


campaign management

campaign monitoring

campaign analytics






sales document management

proposal & quote management

contract management


promotion management


discount management



social media management

social media analytics


relationship management


business development



customer feedback management

measuring customer satisfaction

measuring net promoter score


account management


products & pricelist management


follower management



performance management








customer case management


segmentation and targeting


relationship marketing



knowledge management


rating and review management



competitive intelligence




lifetime value management


opportunity management


revenue cycle management


sales review & feedback


loyalty management



content management


database marketing



conference call management


touchpoint management



calendar management


billing and invoice management



motivation management


channel management



Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve efficiency

  • Improve internal communications

  • Improve ROI

  • Improve visibility

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve stakeholder relations

  • Grow market share

  • Launch new products

  • Shorten ramp up time

  • See 10 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

low

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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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Business Setting