Comparison Summary
This comparison report of Redtail CRM vs. Gold-Vision CRM is based on a specific set of business needs and context. The comparison uses 1968 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Redtail CRM and Gold-Vision CRM
Redtail CRM, Gold-Vision CRM, 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.
Gold-Vision CRM focuses on Communication Management with E-Mail, Engagement Management, Campaign Management with E-Mail, Sales Document 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 required a CRM that would allows us to effectively manage our busy database of customers and to forecast and quote on new work. Gold-Vision has always been extremely accommodating with any changes we’ve needed. We now have a system that does exac...tly what we need and people have become accustomed to – quickly. " - Daniel Calvert
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.
A complete CRM solution, highly configurable and scales in-line with business needs.
Financials
PRIVATE
PRIVATE
Business Need
Total Processes
(we found evidences for)
42
54
Total Goals
(we found evidences for)
4
9
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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Acquire customers
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Improve internal communications
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Enhance customer relationships
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Improve ROI
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Increase sales & revenue
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Build brand awareness
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Improve consistency
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Grow market share
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Scale best practices
- See 6 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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user generated content
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blogs
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social media
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website
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point of sale
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trade shows
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mass media
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events
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promotions
- See 9 more
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e-mail
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phone calls
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offline
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user generated content
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blogs
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social media
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website
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point of sale
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trade shows
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mass media
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events
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promotions
- See 9 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
