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HubSpot CRM vs Redtail CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of HubSpot CRM vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 42693 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing HubSpot CRM and Redtail CRM

HubSpot CRM, Redtail CRM, Hubspot Sales Hub, Zoho 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.

HubSpot CRM covers Communication Management with E-Mail, Engagement Management with E-Mail, Contact List Management with E-Mail, Lead Tracking 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.

"When I started at ClassPass, our website updates were managed by the engineering team. To get anything changed, even just copy, we had to get our ask approved as part of a 6-week sprint " - Amanda Raines

"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 HubSpot CRM

Focus area

HubSpot CRM is better than Redtail CRM for

Software Failure Risk

  • medium

logo Redtail CRM

Focus area

Software Failure Risk

  • low

About

HubSpot CRM | For Sales Leaders

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

2006

Financials

IPO

PRIVATE

Business Need

Total Processes
(we found evidences for)

145

42

Total Goals
(we found evidences for)

19

4

Top Processes

Evidences indicate better relative satisfaction


communication management

tracking & monitoring communications

sending & publishing communications


engagement management

engaging and following up

engaging with scheduling & cadence


contact list management

creating contact list

enriching contact list



social media management

social media analytics

scheduling post to social media

engaging on social media

monitoring social media

managing social media account




sales call management

call transcription


generation of new leads


content publishing

searching for content


campaign management

campaign monitoring

campaign analytics


training & onboarding


helpdesk management




sales document management

proposal & quote management

contract management





pipeline management


conversion management


relationship management




promotion management


discount management


social media marketing


business development


lead qualification

lead qualification: behavioural

lead qualification: demographic

lead qualification: technographic

lead qualification: firmographic




knowledge management

creating knowledge base



account management


customer feedback management

measuring customer satisfaction

measuring net promoter score




opportunity management


sales review & feedback


database marketing


follower management


performance management



competitive intelligence


loyalty management

identify target customers


products & pricelist management




calendar management



segmentation and targeting


personalized marketing


courses & assessment

create learning path

track learning progress



rating and review management





trade show marketing



lifetime value management


outbound marketing


touchpoint management



revenue cycle management



conference call management


channel management



category management


advocacy management



motivation management




distribution management


community marketing



customer case management



international marketing





merger and acquisition



community building


Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve ROI

  • Scale best practices

  • Grow market share

  • Improve internal communications

  • Enter new markets internationally or locally

  • Improve digital and social presence

  • Improve stakeholder relations

  • Improve efficiency

  • Build brand awareness

  • Improve visibility

  • Launch new products

  • Shorten ramp up time

  • Establish thought leadership

  • Improve consistency

  • Improve brand engagement

  • Increase customer life time value

  • See 16 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