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Redtail CRM vs Pipeliner CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Redtail CRM vs. Pipeliner CRM is based on a specific set of business needs and context. The comparison uses 3583 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Redtail CRM and Pipeliner CRM

Redtail CRM, Pipeliner 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.

Pipeliner CRM focuses on Engagement Management, Forecasting, Contact List Management with Mobile, Pipeline Management, 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

"We had a contractor that we hired to help us find the best tool for our business needs. Many of the solutions that we have investigated—including NetSuite and Salesforce—are just way too big and, for a non-profit, out of our price league. It’s just ...impossible for a non-profit to pull that off. " - Chad Picha

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 Pipeliner CRM

Focus area

Pipeliner 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.

Pipeliner CRM | Sales CRM Software - Sales Enablement

Financials

PRIVATE

NA

Business Need

Total Processes
(we found evidences for)

42

77

Total Goals
(we found evidences for)

4

9

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


business development



opportunity management



generation of new leads


lifetime value management


discount management


promotion management



products & pricelist management




pipeline management


conversion management




competitive intelligence


customer case management


content publishing


searching for content


content management

content publishing

searching for content


proposal & quote management


contract management


sales document management

proposal & quote management

contract management


identify target customers


customise loyalty program


loyalty management

identify target customers

customise loyalty program


social media marketing



performance management


motivation management




customer feedback management




Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Increase sales & revenue

  • See 1 more
  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve ROI

  • Improve efficiency

  • Enter new markets internationally or locally

  • Scale best practices

  • Improve stakeholder relations

  • Improve internal communications

  • See 6 more

Top Channels

Channels Used

  • mobile

  • social media

  • e-mail

  • phone calls

  • mobile app

  • promotions

  • offline

  • website

  • print media

  • magazine

  • channel partners

  • chat

  • point of sale

  • on premises

  • coupons

  • LinkedIn

  • See 13 more
  • mobile

  • social media

  • e-mail

  • phone calls

  • mobile app

  • promotions

  • offline

  • website

  • print media

  • magazine

  • channel partners

  • chat

  • point of sale

  • on premises

  • coupons

  • LinkedIn

  • See 13 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