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Intouch CRM vs Redtail CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

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

This comparison report of Intouch CRM vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 1415 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Intouch CRM and Redtail CRM

Intouch CRM, Redtail CRM, Karma CRM, Revamp 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.

Intouch CRM covers Helpdesk Management with Chat, Contact List Management with E-Mail, Lead Qualification, Billing And Invoice 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.

"It was a pleasure working with Matthew. He is the InTouch guru, very meticulous and farsighted. Here at Accountagility we are thankful to Matthew and the team for helping us push forward marketing automation via InTouch. " - Astha Paudel Sharma

"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 Intouch CRM

Focus area

Intouch CRM is better than Redtail CRM for

Software Failure Risk

  • medium

logo Redtail CRM

Focus area

Software Failure Risk

  • low

About

CRM system with full Sales and Marketing Features

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

2005

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

45

42

Total Goals
(we found evidences for)

4

4

Top Processes

Evidences indicate better relative satisfaction

helpdesk management

Read Reviews (47)

Read Reviews (7)

contact list management

Read Reviews (46)

Read Reviews (31)

lead qualification

Read Reviews (28)

Read Reviews (2)

lead qualification: behavioural

Read Reviews (5)

Read Reviews (0)

lead qualification: technographic

Read Reviews (5)

Read Reviews (2)

lead qualification: firmographic

Read Reviews (5)

Read Reviews (0)

lead qualification: demographic

Read Reviews (5)

Read Reviews (0)

billing and invoice management

Read Reviews (16)

Read Reviews (0)

market survey

Read Reviews (16)

Read Reviews (0)

pipeline management

Read Reviews (16)

Read Reviews (0)

generation of new leads

Read Reviews (12)

Read Reviews (1)

calendar management

Read Reviews (7)

Read Reviews (1)

communication management

Read Reviews (7)

Read Reviews (8)

sending & publishing communications

Read Reviews (7)

Read Reviews (5)

conversion management

Read Reviews (7)

Read Reviews (0)

customer feedback management

Read Reviews (6)

Read Reviews (0)

discount management

Read Reviews (5)

Read Reviews (1)

promotion management

Read Reviews (5)

Read Reviews (1)

engagement management

Read Reviews (5)

Read Reviews (24)

engaging and following up

Read Reviews (3)

Read Reviews (20)

social media marketing

Read Reviews (5)

Read Reviews (0)

knowledge management

Read Reviews (3)

Read Reviews (0)

campaign management

Read Reviews (2)

Read Reviews (3)

customer case management

Read Reviews (2)

Read Reviews (0)

relationship management

Read Reviews (2)

Read Reviews (15)

workflow management

Read Reviews (1)

Read Reviews (68)

training & onboarding

Read Reviews (0)

Read Reviews (15)

social media analytics

Read Reviews (0)

Read Reviews (2)

scheduling post to social media

Read Reviews (0)

Read Reviews (2)

social media management

Read Reviews (0)

Read Reviews (5)

social media analytics

Read Reviews (0)

Read Reviews (2)

scheduling post to social media

Read Reviews (0)

Read Reviews (2)

follower management

Read Reviews (0)

Read Reviews (2)

conference call management

Read Reviews (0)

Read Reviews (2)

meeting management

Read Reviews (0)

Read Reviews (2)

sales call management

Read Reviews (0)

Read Reviews (2)

meeting management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve digital and social presence

  • See 1 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

No Data

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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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