cuspera logo CUSPERA

Pipedrive vs Redtail CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Pipedrive vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 19798 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Pipedrive and Redtail CRM

Pipedrive, Redtail CRM, Salesforce Sales Cloud, HubSpot 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.

Pipedrive covers Engagement Management with E-Mail, Lead Tracking, Lead Management, Sales Document 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.

"We’re using some Google Sheets, so when we update them, Pipedrive gets updated too. The same goes with other third-party tools that we use; we just integrate anything related whenever we want to have information pushed into the CRM. It was an easy t...hing to do with Pipedrive; you have a lot of integrations. " - Brian Hadi Attarbashi

"TJ led me right through the process of getting my question answered and problem solved. I was setting up a new team member's webmail and wanted the integration portion to work with the CRM. Good job! " - Shelley

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 Pipedrive

Focus area

Pipedrive is better than Redtail CRM for

Software Failure Risk

  • medium

logo Redtail CRM

Focus area

Redtail CRM is better than Pipedrive for

Software Failure Risk

  • low

About

Sales CRM & Pipeline Management Software

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

2010

Financials

SERIES C

PRIVATE

Business Need

Total Processes
(we found evidences for)

128

42

Total Goals
(we found evidences for)

20

4

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



contact list management

creating contact list


generation of new leads


pipeline management





sales call management

meeting management


helpdesk management


training & onboarding



promotion management


discount management



business development


campaign management

campaign analytics

campaign monitoring


relationship management


conversion management


social media management

social media analytics

scheduling post to social media

managing social media account


follower management


lead qualification

lead qualification: demographic

lead qualification: technographic

lead qualification: firmographic


account management


opportunity management


products & pricelist management






customer feedback management

measuring customer satisfaction






content management


performance management



sales review & feedback


lifetime value management



revenue cycle management


loyalty management

identify target customers


rating and review management


knowledge management




calendar management



segmentation and targeting


competitive intelligence


touchpoint management


channel management





motivation management


international marketing


social media marketing



community building


conference call management


trade show marketing


outbound marketing


referral management




payment management



subscription management


sales commission management



community marketing


advocacy management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Improve efficiency

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Build brand awareness

  • Shorten ramp up time

  • Grow market share

  • Improve brand engagement

  • Launch new products

  • Establish thought leadership

  • Improve stakeholder relations

  • Improve navigation

  • Increase average basket value

  • Increase customer life time value

  • Improve digital and social presence

  • See 17 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

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Migration Risk

low

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Business Setting