cuspera logo CUSPERA

Redtail CRM vs LeadSquared Mobile CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Redtail CRM vs. LeadSquared Mobile CRM is based on a specific set of business needs and context. The comparison uses 2936 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Redtail CRM and LeadSquared Mobile CRM

Redtail CRM, LeadSquared Mobile 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.

LeadSquared Mobile CRM focuses on Engagement Management, Communication Management with E-Mail, Capturing Leads with Phone Calls, Advertisement with Social Media, 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 contact rate went up by 13% and scheduled campus appointments improved by 5%. Admissions specific workflows helped the admissions team prioritize incoming inquiries, engage with more leads, and identify their passions in a more organized fashion. " - David Vice

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 LeadSquared Mobile CRM

Focus area

LeadSquared Mobile CRM 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.

Simple Mobile CRM to run your entire field sales operations

Age

2012

Financials

PRIVATE

SERIES C

Business Need

Total Processes
(we found evidences for)

42

73

Total Goals
(we found evidences for)

4

15

Top Processes

Evidences indicate better relative satisfaction


workflow management


contact list management


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


calendar management


business development



generation of new leads



products & pricelist management




proposal & quote management


contract management



sales document management

proposal & quote management

contract management



conversion management








account management




content management



customer case management


revenue cycle management


social media marketing


Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Increase sales & revenue

  • See 1 more
  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve efficiency

  • Improve visibility

  • Improve ROI

  • Improve internal communications

  • Enter new markets internationally or locally

  • Launch new products

  • Build brand awareness

  • Grow market share

  • Scale best practices

  • Improve digital and social presence

  • Increase customer life time value

  • Improve stakeholder relations

  • See 12 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • social media

  • website

  • text SMS

  • mobile

  • chat

  • offline

  • Facebook

  • mobile app

  • Whatsapp

  • point of sale

  • on premises

  • omnichannel

  • print media

  • out of home

  • magazine

  • channel partners

  • billboards

  • promotions

  • newspaper

  • video

  • brochure

  • user generated content

  • blogs

  • Instagram

  • See 23 more
  • phone calls

  • e-mail

  • social media

  • website

  • text SMS

  • mobile

  • chat

  • offline

  • Facebook

  • mobile app

  • Whatsapp

  • point of sale

  • on premises

  • omnichannel

  • print media

  • out of home

  • magazine

  • channel partners

  • billboards

  • promotions

  • newspaper

  • video

  • brochure

  • user generated content

  • blogs

  • Instagram

  • See 23 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}}}

low

{{{rsh_C_1}}}

Integration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Business Setting