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 chose to build our company around Pipedrive for a number of reasons, number one being: it’s a great CRM software for companies of all sizes. The software keeps developing and the development Pipedrive has had in the past six months has really mad...e it a stronger solution for all companies. Pipedrive is a great tool for small to large companies. Our target customers really find Pipedrive easy to use and see it as a product that keeps on evolving at a great speed. It is also very good value for money. Our target customers are especially impressed with the reporting features and not having to export data for simple reporting operations. " - Juho Koski
"Andrew was so, so patient and methodical. Didn't get frustrated with my total lack of knowledge with software program and didn't make me feel as ignorant as I am with setting up Outlook email. " - Art
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
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
Top Goals
Goals Achieved
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Increase sales & revenue
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Acquire customers
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Enhance customer relationships
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Improve internal communications
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Improve efficiency
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Scale best practices
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Enter new markets internationally or locally
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Improve visibility
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Improve ROI
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Build brand awareness
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Shorten ramp up time
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Grow market share
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Improve brand engagement
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Launch new products
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Establish thought leadership
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Improve stakeholder relations
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Improve navigation
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Increase average basket value
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Increase customer life time value
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Improve digital and social presence
- See 17 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
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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
-
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
