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Redtail CRM vs Keela: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Redtail CRM vs. Keela is based on a specific set of business needs and context. The comparison uses 2207 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Redtail CRM and Keela

Redtail CRM, Keela, 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.

Keela focuses on Engagement Management with Offline, Communication Management with E-Mail, Contact List Management with E-Mail, Campaign Management with E-Mail, 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

"Keela made it simple to track donations, follow up with donors, and keep track of our progress. It provided support by allowing us not to have to worry about donor communications, [that’s] one less thing to worry about. " - Emily-Anne King

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 Keela

Focus area

Keela 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.

The Fundraising CRM for Nonprofits

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

42

42

Total Goals
(we found evidences for)

4

7

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


Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Increase sales & revenue

  • See 1 more
  • Increase sales & revenue

  • Improve internal communications

  • Enhance customer relationships

  • Scale best practices

  • Improve brand engagement

  • Improve stakeholder relations

  • Increase average basket value

  • See 4 more

Top Channels

Channels Used

  • e-mail

  • offline

  • causes and charity

  • website

  • mobile

  • social media

  • point of sale

  • on premises

  • user generated content

  • blogs

  • promotions

  • phone calls

  • mobile app

  • events

  • trade shows

  • See 12 more
  • e-mail

  • offline

  • causes and charity

  • website

  • mobile

  • social media

  • point of sale

  • on premises

  • user generated content

  • blogs

  • promotions

  • phone calls

  • mobile app

  • events

  • trade shows

  • See 12 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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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