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.
"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 use Active Collab to automate the tedious tasks in our workflow. We can set up payment gateways for our clients listed in Copper, and then we’re able to receive payments instantly after issuing invoices. " - John
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.
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
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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Increase sales & revenue
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Scale best practices
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Improve internal communications
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Improve stakeholder relations
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Launch new products
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Build brand awareness
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Grow market share
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Enter new markets internationally or locally
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Improve visibility
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Improve ROI
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Improve digital and social presence
- See 10 more
Top Channels
Channels Used
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e-mail
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phone calls
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offline
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mobile
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point of sale
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website
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mobile app
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video
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social media
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on premises
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promotions
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user generated content
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blogs
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chat
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Facebook
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events
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trade shows
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Slack
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games
- See 16 more
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e-mail
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phone calls
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offline
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mobile
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point of sale
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website
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mobile app
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video
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social media
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on premises
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promotions
-
user generated content
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blogs
-
chat
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Facebook
-
events
-
trade shows
-
Slack
-
games
- See 16 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
