Comparison Summary
Karma CRM: KarmaCRM offers a CRM solution for small businesses to replace spreadsheets. A free trial is available to test its features.
Redtail CRM: Redtail CRM is a web-based Client Relationship Management software. It integrates widely and deeply with popular financial services tools.
Karma CRM and Redtail CRM: Customer Satisfaction Data
Most deployed common Use Cases for Karma CRM and Redtail CRM
What benefits does Karma CRM and Redtail CRM offer for Engagement Management?
"...When I started with KarmaCRM, I quickly became accustomed to using it for archiving 100% of user/customer interaction, creating task chains, following up inquiries and problem reports, tracking user and purchasing status, and sending out preconfigured email to multiple persons from email templates...." Peer review by Friedrich Menges, Computer Software
"...Follow-up activities have been key...." Peer review by Ann-Marie L
What makes Karma CRM and Redtail CRM ideal for Workflow Management?
How can Karma CRM and Redtail CRM enhance your Contact List Management process?
Karma CRM in Action: Unique Use Cases
How does Karma CRM facilitate Communication Management?
Redtail CRM in Action: Unique Use Cases
How efficiently Does Redtail CRM manage your Relationship Management?
Why is Redtail CRM the best choice for Training & Onboarding?
About
karmaCRM | Fully customizable solution for building better customer relationships through clarity and efficiency
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
2009
Financials
SEED
PRIVATE
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
