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Redtail CRM vs C2CRM: 2025 Ultimate Comparison Guide

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.

"Thank you so much. While I'm still learning this program it is so good to know I have help right when I need it. I'm watching all the tutorials as well. Thank you again! " - Laurie

"Many of these internal processes now are totally paperless due to C2. Therefore, we are saving time and money by working smarter, not harder. For example, because the sales team and the support team have access to the same data, our IS department sp...ends less time generating custom reports by request. " - Doug

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


contact list management


engagement management

engaging and following up


training & onboarding


relationship management


communication management

sending & publishing communications

tracking & monitoring communications


helpdesk management


social media management

social media analytics

scheduling post to social media



campaign management



follower management



conference call management




sales call management

meeting management



lead qualification

lead qualification: technographic


generation of new leads


products & pricelist management



proposal & quote management


sales document management

proposal & quote management


knowledge management



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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Business Setting