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.
"Andrew was so, so patient and methodical. Didn't get frustrated with my total lack of knowledge with software program and didn't make me feel as ignorant as I am with setting up Outlook email. " - Art
"I would like to commend Commence on the reliability and unique capabilities of their product, as well as the excellent technical and customer support they provide. We consider Commence one of our most highly valued and appreciated vendors. " - Alan Kusinitz
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
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
Top Goals
Goals Achieved
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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
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Enhance customer relationships
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Acquire customers
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Improve internal communications
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Increase sales & revenue
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Improve stakeholder relations
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Improve efficiency
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Launch new products
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Scale best practices
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Build brand awareness
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Improve brand engagement
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Improve ROI
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Improve consistency
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Grow market share
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Increase customer life time value
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Enter new markets internationally or locally
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Top Channels
Channels Used
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phone calls
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e-mail
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social media
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offline
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point of sale
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website
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user generated content
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blogs
- See 5 more
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phone calls
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e-mail
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social media
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offline
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point of sale
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website
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user generated content
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blogs
- See 5 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
