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Redtail CRM vs Commence: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Redtail CRM low Failure Risk for Commence low
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Comparison Summary

This comparison report of Redtail CRM vs. Commence is based on a specific set of business needs and context. The comparison uses 2401 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Redtail CRM and Commence

Redtail CRM, Commence, 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.

Commence focuses on Generation Of New Leads with E-Mail, Contact List Management, Campaign Management, Engagement Management with Phone Calls, etc.

"TJ led me right through the process of getting my question answered and problem solved. I was setting up a new team member's webmail and wanted the integration portion to work with the CRM. Good job! " - Shelley

"We were looking for a system that would become our core process for automating and managing sales. Our use of Commence CRM has done several things for us. First, it helped us to streamline our sales process from initial prospecting and logging of in...formation to document management, quoting, support incidents and contract administration. Our decision to purchase Commence CRM was primarily based on its easy GUI and customizable views of information. I highly recommend this company and its product. Commence CRM has saved us perhaps $300k/year for 12 years, or a little over $3 million. " - Peter Shoon

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 Commence

Focus area

Commence is better than Redtail CRM for

Software Failure Risk

  • low

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.

Customer Relationship Management (CRM) Software

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

42

69

Total Goals
(we found evidences for)

4

15

Top Processes

Evidences indicate better relative satisfaction

workflow management

Read Reviews (68)

Read Reviews (11)

contact list management

Read Reviews (31)

Read Reviews (42)

contacts history

Read Reviews (4)

Read Reviews (8)

engagement management

Read Reviews (24)

Read Reviews (31)

engaging and following up

Read Reviews (20)

Read Reviews (9)

training & onboarding

Read Reviews (15)

Read Reviews (3)

relationship management

Read Reviews (15)

Read Reviews (17)

communication management

Read Reviews (8)

Read Reviews (7)

sending & publishing communications

Read Reviews (5)

Read Reviews (3)

tracking & monitoring communications

Read Reviews (2)

Read Reviews (1)

helpdesk management

Read Reviews (7)

Read Reviews (16)

social media management

Read Reviews (5)

Read Reviews (29)

social media analytics

Read Reviews (2)

Read Reviews (29)

scheduling post to social media

Read Reviews (2)

Read Reviews (0)

campaign management

Read Reviews (3)

Read Reviews (42)

follower management

Read Reviews (2)

Read Reviews (2)

conference call management

Read Reviews (2)

Read Reviews (0)

sales call management

Read Reviews (2)

Read Reviews (5)

meeting management

Read Reviews (2)

Read Reviews (2)

lead qualification

Read Reviews (2)

Read Reviews (8)

lead qualification: technographic

Read Reviews (2)

Read Reviews (1)

calendar management

Read Reviews (1)

Read Reviews (4)

business development

Read Reviews (1)

Read Reviews (2)

opportunity management

Read Reviews (1)

Read Reviews (28)

generation of new leads

Read Reviews (1)

Read Reviews (43)

lifetime value management

Read Reviews (1)

Read Reviews (3)

products & pricelist management

Read Reviews (1)

Read Reviews (7)

proposal & quote management

Read Reviews (0)

Read Reviews (12)

contract management

Read Reviews (0)

Read Reviews (4)

sales document management

Read Reviews (0)

Read Reviews (17)

proposal & quote management

Read Reviews (0)

Read Reviews (12)

contract management

Read Reviews (0)

Read Reviews (4)

measuring customer satisfaction

Read Reviews (0)

Read Reviews (7)

customer feedback management

Read Reviews (0)

Read Reviews (8)

measuring customer satisfaction

Read Reviews (0)

Read Reviews (7)

customise loyalty program

Read Reviews (0)

Read Reviews (4)

identify target customers

Read Reviews (0)

Read Reviews (3)

loyalty management

Read Reviews (0)

Read Reviews (8)

customise loyalty program

Read Reviews (0)

Read Reviews (4)

identify target customers

Read Reviews (0)

Read Reviews (3)

knowledge management

Read Reviews (0)

Read Reviews (8)

pipeline management

Read Reviews (0)

Read Reviews (6)

segmentation and targeting

Read Reviews (0)

Read Reviews (6)

conversion management

Read Reviews (0)

Read Reviews (3)

competitive intelligence

Read Reviews (0)

Read Reviews (3)

customer case management

Read Reviews (0)

Read Reviews (2)

personalized marketing

Read Reviews (0)

Read Reviews (2)

account management

Read Reviews (0)

Read Reviews (2)

social media marketing

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Increase sales & revenue

  • See 1 more

  • Enhance customer relationships

  • Acquire customers

  • Improve internal communications

  • Increase sales & revenue

  • Improve stakeholder relations

  • Improve efficiency

  • Launch new products

  • Scale best practices

  • Build brand awareness

  • Improve brand engagement

  • Improve ROI

  • Improve consistency

  • Grow market share

  • Increase customer life time value

  • Enter new markets internationally or locally

  • See 12 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • social media

  • offline

  • point of sale

  • website

  • user generated content

  • blogs

  • See 5 more

  • phone calls

  • e-mail

  • social media

  • offline

  • point of sale

  • website

  • user generated content

  • blogs

  • See 5 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

{{{rsh_C_1}}}

low

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Migration Risk

medium

{{{rsh_C_1}}}

low

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting