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.
"We wanted to use custom workflows to automate our processes, which would free up our concierge customer service team to provide top-level service, It was a different way of thinking — and finding the right technology to do it was critical. " - Seth Waite
"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.
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
Top Goals
Goals Achieved
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Acquire customers
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Enhance customer relationships
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Increase sales & revenue
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Improve ROI
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Scale best practices
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Grow market share
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Improve internal communications
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Enter new markets internationally or locally
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Improve digital and social presence
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Improve stakeholder relations
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Improve efficiency
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Build brand awareness
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Improve visibility
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Launch new products
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Shorten ramp up time
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Establish thought leadership
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Improve consistency
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Improve brand engagement
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Increase customer life time value
- See 16 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
-
events
-
trade shows
-
promotions
-
social media
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point of sale
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mobile
-
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
