cuspera logo CUSPERA

Redtail CRM vs Giveffect: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Redtail CRM vs. Giveffect is based on a specific set of business needs and context. The comparison uses 1498 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Redtail CRM and Giveffect

Redtail CRM, Giveffect, 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.

Giveffect focuses on Helpdesk Management with Offline, Relationship Management with Offline, Engagement Management with Offline, Campaign 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

"The greatest thing about Giveffect is that everything is in one system. When we were considering which nonprofit software to use, the four key things we were looking for was a volunteer management database, donor management database, online giving s...ystem and registration forms. We were really looking for a CRM database that was able to spit out reports and had an easy way for importing data. What I also liked was the e-marketing piece because we can track the data that comes in for everything the donors give and market them with a newsletter. It's also really easy with the Giveffect nonprofit software to spin out a thank you notes and issue tax receipts. Then we follow-up with our Goodwill donors with a phone call. " - Klassie Alcine

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 Giveffect

Focus area

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.

All-In-One Nonprofit Software

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

42

39

Total Goals
(we found evidences for)

4

4

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


membership management




sales document management


referral management



performance management


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

  • Improve digital and social presence

  • See 1 more

Top Channels

Channels Used

  • e-mail

  • offline

  • causes and charity

  • website

  • chat

  • newsletter

  • mobile

  • phone calls

  • mobile app

  • See 6 more
  • e-mail

  • offline

  • causes and charity

  • website

  • chat

  • newsletter

  • mobile

  • phone calls

  • mobile app

  • See 6 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Business Setting