Comparison Summary
This comparison report of Pipeline CRM vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 7743 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Pipeline CRM and Redtail CRM
Pipeline CRM, Redtail CRM, Freshsales, 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.
Pipeline CRM covers Engagement Management, Lead Tracking with E-Mail, Communication Management with E-Mail, Contact List Management, etc.
Redtail CRM focuses on Workflow Management, Contact List Management with E-Mail, Engagement Management with Offline, Relationship Management with E-Mail, etc.
"With Pipeline CRM, we're communicating better and closing deals much faster. The best thing is the reporting. All the information we need to accelerate our business is right at our fingertips. " - Kim Hicks
"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.
About
Sales Pipeline Enablement Platform
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
2006
Financials
SERIES A
PRIVATE
Business Need
Total Processes
(we found evidences for)
98
42
Total Goals
(we found evidences for)
14
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 ROI
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Grow market share
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Improve stakeholder relations
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Scale best practices
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Enter new markets internationally or locally
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Launch new products
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Improve navigation
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Improve visibility
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Shorten ramp up time
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Establish thought leadership
- See 11 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
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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
