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Pipeline CRM vs Redtail CRM: 2024 Ultimate Comparison Guide

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.


logo Pipeline CRM

Focus area

Pipeline CRM is better than Redtail CRM for

Software Failure Risk

  • medium

logo Redtail CRM

Focus area

Software Failure Risk

  • low

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


engagement management

engaging and following up



communication management

tracking & monitoring communications

sending & publishing communications


contact list management

creating contact list




sales document management

proposal & quote management

contract management



promotion management


discount management



pipeline management


generation of new leads


training & onboarding



workflow management


relationship management


helpdesk management


knowledge management


campaign management

campaign monitoring

campaign analytics


business development


customer feedback management

measuring customer satisfaction

measuring net promoter score


conversion management


lifetime value management


sales call management

meeting management


lead qualification

lead qualification: demographic

lead qualification: technographic


conference call management


sales review & feedback


follower management


account management





opportunity management


performance management


content management

searching for content


rating and review management


products & pricelist management


revenue cycle management



competitive intelligence





motivation management




subscription management


customer case management



social media management

social media analytics


personalized marketing





category management



Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Improve ROI

  • Grow market share

  • Improve stakeholder relations

  • Scale best practices

  • Enter new markets internationally or locally

  • Launch new products

  • Improve navigation

  • Improve visibility

  • Shorten ramp up time

  • Establish thought leadership

  • See 11 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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Business Setting