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Less Annoying CRM vs Redtail CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Less Annoying CRM medium Failure Risk for Redtail CRM low
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Comparison Summary

This comparison report of Less Annoying CRM vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 4453 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Less Annoying CRM and Redtail CRM

Less Annoying CRM, Redtail CRM, Prophet CRM, Copper, 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.

Less Annoying CRM covers Engagement Management with E-Mail, Contact List Management with E-Mail, Lead Tracking, Sales Document Management, etc.

Redtail CRM focuses on Workflow Management, Contact List Management with E-Mail, Engagement Management with Offline, Relationship Management with E-Mail, etc.

"What a relief, finally a CRM simple enough for my needs. " - Jim Urban

"Garrett was so kind and patient with me. He spent a lot of time helping me to understand the program and I am so appreciative for his assistance. Not everyone is that patient. Thanks for hiring such a kind and patient young man. " - Judy

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 Less Annoying CRM

Focus area

Less Annoying CRM is better than Redtail CRM for

Software Failure Risk

  • medium

logo Redtail CRM

Focus area

Software Failure Risk

  • low

About

Less Annoying CRM | Simple Contact Management for Small Business

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

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

68

42

Total Goals
(we found evidences for)

7

4

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (176)

Read Reviews (24)

engaging and following up

Read Reviews (170)

Read Reviews (20)

contact list management

Read Reviews (170)

Read Reviews (31)

tracking contacts

Read Reviews (35)

Read Reviews (0)

creating contact list

Read Reviews (18)

Read Reviews (1)

contacts history

Read Reviews (6)

Read Reviews (4)

lead tracking

Read Reviews (68)

Read Reviews (3)

helpdesk management

Read Reviews (62)

Read Reviews (7)

sales document management

Read Reviews (57)

Read Reviews (0)

contract management

Read Reviews (35)

Read Reviews (0)

proposal & quote management

Read Reviews (20)

Read Reviews (0)

document sharing

Read Reviews (2)

Read Reviews (0)

communication management

Read Reviews (50)

Read Reviews (8)

sending & publishing communications

Read Reviews (25)

Read Reviews (5)

tracking & monitoring communications

Read Reviews (19)

Read Reviews (2)

workflow management

Read Reviews (28)

Read Reviews (68)

trade show marketing

Read Reviews (19)

Read Reviews (0)

training & onboarding

Read Reviews (18)

Read Reviews (15)

relationship management

Read Reviews (16)

Read Reviews (15)

personalized marketing

Read Reviews (16)

Read Reviews (0)

sales call management

Read Reviews (9)

Read Reviews (2)

meeting management

Read Reviews (7)

Read Reviews (2)

business development

Read Reviews (8)

Read Reviews (1)

calendar management

Read Reviews (6)

Read Reviews (1)

products & pricelist management

Read Reviews (6)

Read Reviews (1)

pipeline management

Read Reviews (6)

Read Reviews (0)

rating and review management

Read Reviews (5)

Read Reviews (0)

generation of new leads

Read Reviews (4)

Read Reviews (1)

campaign management

Read Reviews (3)

Read Reviews (3)

content management

Read Reviews (2)

Read Reviews (0)

content sharing

Read Reviews (2)

Read Reviews (0)

competitive intelligence

Read Reviews (2)

Read Reviews (0)

lead qualification

Read Reviews (2)

Read Reviews (2)

follower management

Read Reviews (2)

Read Reviews (2)

customer feedback management

Read Reviews (2)

Read Reviews (0)

outbound marketing

Read Reviews (2)

Read Reviews (0)

social media management

Read Reviews (1)

Read Reviews (5)

conference call management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Scale best practices

  • Improve internal communications

  • Launch new products

  • Increase customer life time value

  • See 4 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

low

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medium

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Integration Risk

medium

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medium

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Migration Risk

low

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting