Comparison Summary
This comparison report of Redtail CRM vs. Referral Maker CRM is based on a specific set of business needs and context. The comparison uses 1174 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Redtail CRM and Referral Maker CRM
Redtail CRM, Referral Maker 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.
Referral Maker CRM focuses on Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, 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
"The CRM system makes my life so much easier. All of my database is in one convenient place, I start it up in the morning and I look at my dashboard and it tells me who I need to call, write notes to and pop by to see. Additionally it keeps track of ...my business and helps in keeping me on track. It is so simple and easy to use. " - Debbie Jett Fredericksburg VA
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.
Referral Maker CRM
Focus area
Referral Maker CRM is better than Redtail CRM for
Software Failure Risk
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.
Real estate CRM with lead generation tool offering realtor training and support
Financials
PRIVATE
PRIVATE
Business Need
Total Processes
(we found evidences for)
42
35
Total Goals
(we found evidences for)
4
3
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
-
Acquire customers
-
Enhance customer relationships
-
Improve internal communications
-
Increase sales & revenue
- See 1 more
-
Enhance customer relationships
-
Enter new markets internationally or locally
-
Grow market share
Top Channels
Channels Used
-
phone calls
-
e-mail
-
video
-
newsletter
-
mobile
-
mobile app
-
print media
-
magazine
- See 5 more
-
phone calls
-
e-mail
-
video
-
newsletter
-
mobile
-
mobile app
-
print media
-
magazine
- See 5 more
Failure Risk Guidance Security Report?
Compliance Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Security & Privacy Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Integration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Migration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
IT and Other Capabilities
- Low
- Medium
- High
