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Redtail CRM vs C2CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Redtail CRM low Failure Risk for C2CRM medium
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Comparison Summary

This comparison report of Redtail CRM vs. C2CRM is based on a specific set of business needs and context. The comparison uses 1422 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Redtail CRM and C2CRM

Redtail CRM, C2CRM, Eway CRM, monday sales 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.

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

C2CRM focuses on Drip Marketing with Newsletter, Social Media Management with Mobile, Relationship Management, Sales Document Management with E-Mail, etc.

"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

"The JD Edwards integration piece of the solution was very important because we had over 100,000 customer records in this database with multiple contacts that needed to be successfully transferred into C2, Our sales reps needed the capability to quic...kly turn quotes into orders. We also wanted a central repository for our product data that could be accessed by our multi-channel sell­ing organization. " - Dolge

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 Redtail CRM

Focus area

Software Failure Risk

  • low

logo C2CRM

Focus area

Software Failure Risk

  • medium

About

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.

Flexible CRM that manages client relationships throughout the sales cycle.

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

42

43

Total Goals
(we found evidences for)

4

9

Top Processes

Evidences indicate better relative satisfaction

workflow management

Read Reviews (68)

Read Reviews (12)

contact list management

Read Reviews (31)

Read Reviews (7)

contacts history

Read Reviews (4)

Read Reviews (3)

engagement management

Read Reviews (24)

Read Reviews (2)

engaging and following up

Read Reviews (20)

Read Reviews (2)

training & onboarding

Read Reviews (15)

Read Reviews (2)

relationship management

Read Reviews (15)

Read Reviews (12)

communication management

Read Reviews (8)

Read Reviews (2)

sending & publishing communications

Read Reviews (5)

Read Reviews (1)

tracking & monitoring communications

Read Reviews (2)

Read Reviews (1)

helpdesk management

Read Reviews (7)

Read Reviews (3)

social media management

Read Reviews (5)

Read Reviews (13)

social media analytics

Read Reviews (2)

Read Reviews (13)

scheduling post to social media

Read Reviews (2)

Read Reviews (0)

campaign management

Read Reviews (3)

Read Reviews (2)

follower management

Read Reviews (2)

Read Reviews (1)

conference call management

Read Reviews (2)

Read Reviews (0)

sales call management

Read Reviews (2)

Read Reviews (0)

meeting management

Read Reviews (2)

Read Reviews (0)

lead qualification

Read Reviews (2)

Read Reviews (1)

lead qualification: technographic

Read Reviews (2)

Read Reviews (1)

generation of new leads

Read Reviews (1)

Read Reviews (3)

products & pricelist management

Read Reviews (1)

Read Reviews (4)

proposal & quote management

Read Reviews (0)

Read Reviews (12)

sales document management

Read Reviews (0)

Read Reviews (12)

proposal & quote management

Read Reviews (0)

Read Reviews (12)

knowledge management

Read Reviews (0)

Read Reviews (3)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Increase sales & revenue

  • See 1 more

  • Enhance customer relationships

  • Increase sales & revenue

  • Acquire customers

  • Enter new markets internationally or locally

  • Launch new products

  • Scale best practices

  • Improve stakeholder relations

  • Grow market share

  • Improve internal communications

  • See 6 more

Top Channels

Channels Used

  • mobile

  • e-mail

  • mobile app

  • newsletter

  • offline

  • on premises

  • phone calls

  • user generated content

  • blogs

  • website

  • See 7 more

  • mobile

  • e-mail

  • mobile app

  • newsletter

  • offline

  • on premises

  • phone calls

  • user generated content

  • blogs

  • website

  • See 7 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

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting