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Redtail CRM vs Copper: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Redtail CRM vs. Copper is based on a specific set of business needs and context. The comparison uses 5612 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Redtail CRM and Copper

Redtail CRM, Copper, 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.

Copper focuses on Engagement Management with E-Mail, Contact List Management with E-Mail, Lead Tracking, Lead Management, 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

"We design, build, deploy and operate the world's most productive indoor farming solutions. Our TerraFarms are co-located next to distribution centers and points of consumption. In turn, food miles are eliminated, therefore greatly reducing our carbo...n footprint while providing fresh, locally grown produce. " - Brandon Martin

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 Copper

Focus area

Copper is better than Redtail CRM for

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.

Copper | CRM Software Built for Google & G-Suite

Financials

PRIVATE

Business Need

Total Processes
(we found evidences for)

42

89

Total Goals
(we found evidences for)

4

13

Top Processes

Evidences indicate better relative satisfaction


workflow management


contact list management

creating contact list


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


business development



opportunity management



generation of new leads


discount management


promotion management


products & pricelist management


contract management


proposal & quote management



sales document management

contract management

proposal & quote management


pipeline management


conversion management


account management



measuring customer satisfaction


customer feedback management

measuring customer satisfaction





competitive intelligence


sales review & feedback


rating and review management


content management





segmentation and targeting


relationship marketing


Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Increase sales & revenue

  • See 1 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Build brand awareness

  • Grow market share

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Improve digital and social presence

  • See 10 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • mobile

  • point of sale

  • website

  • mobile app

  • video

  • social media

  • on premises

  • promotions

  • user generated content

  • blogs

  • chat

  • Facebook

  • events

  • trade shows

  • Slack

  • games

  • See 16 more
  • e-mail

  • phone calls

  • offline

  • mobile

  • point of sale

  • website

  • mobile app

  • video

  • social media

  • on premises

  • promotions

  • user generated content

  • blogs

  • chat

  • Facebook

  • events

  • trade shows

  • Slack

  • games

  • See 16 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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medium

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Migration Risk

medium

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medium

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Business Setting