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.
"As a new startup, I was looking for a modern, full featured sales CRM that was affordable and easy to use. I also wanted it to be able to do some marketing automation. I wanted something that was a mix of SalesForce and Hubspot, but for smaller play...ers like myself who don't have an enterprise budget. I found that with Freshsales. " - Michael Caldwell
"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.
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
Top Goals
Goals Achieved
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Increase sales & revenue
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Enhance customer relationships
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Acquire customers
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Improve efficiency
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Improve internal communications
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Improve ROI
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Improve visibility
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Scale best practices
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Enter new markets internationally or locally
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Improve stakeholder relations
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Grow market share
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Launch new products
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Shorten ramp up time
- See 10 more
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Acquire customers
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Enhance customer relationships
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Improve internal communications
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Increase sales & revenue
- See 1 more
Top Channels
Channels Used
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e-mail
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mass media
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offline
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website
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phone calls
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user generated content
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blogs
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video
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text SMS
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events
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trade shows
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promotions
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social media
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point of sale
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mobile
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chat
- See 13 more
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e-mail
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mass media
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offline
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website
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phone calls
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user generated content
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blogs
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video
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text SMS
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events
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trade shows
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promotions
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social media
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point of sale
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mobile
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chat
- See 13 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
