cuspera logo CUSPERA
Search Your Reports For Vendors
Your Reports For Vendors

Redtail CRM vs Shape Software: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Redtail CRM low Failure Risk for Shape Software low
Know More

Comparison Summary

This comparison report of Redtail CRM vs. Shape Software is based on a specific set of business needs and context. The comparison uses 1379 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Redtail CRM and Shape Software

Redtail CRM, Shape Software, 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.

Shape Software focuses on Capturing Leads with Promotions, Lead Nurturing with Promotions, Drip Marketing with Text SMS, Sales Document Management with Offline, etc.

"Garrett was so kind and patient with me. He spent a lot of time helping me to understand the program and I am so appreciative for his assistance. Not everyone is that patient. Thanks for hiring such a kind and patient young man. " - Judy

"Shape has been invaluable for the growth of my business. It's taken the stress out of organizing and tracking new leads with a reliable & automated follow-up system. Shape Software has given me the freedom to focus on my clients. " - Aaron Powell

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 Shape Software

Focus area

Shape Software is better than Redtail CRM for

Software Failure Risk

  • low

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.

CRM that connects team, applications, and clients in one centralized hub.

Financials

PRIVATE

Business Need

Total Processes
(we found evidences for)

42

44

Total Goals
(we found evidences for)

4

6

Top Processes

Evidences indicate better relative satisfaction

workflow management

Read Reviews (68)

Read Reviews (14)

contact list management

Read Reviews (31)

Read Reviews (1)

contacts history

Read Reviews (4)

Read Reviews (0)

engagement management

Read Reviews (24)

Read Reviews (12)

engaging and following up

Read Reviews (20)

Read Reviews (12)

training & onboarding

Read Reviews (15)

Read Reviews (2)

relationship management

Read Reviews (15)

Read Reviews (1)

communication management

Read Reviews (8)

Read Reviews (7)

sending & publishing communications

Read Reviews (5)

Read Reviews (6)

tracking & monitoring communications

Read Reviews (2)

Read Reviews (1)

helpdesk management

Read Reviews (7)

Read Reviews (3)

social media management

Read Reviews (5)

Read Reviews (2)

social media analytics

Read Reviews (2)

Read Reviews (2)

scheduling post to social media

Read Reviews (2)

Read Reviews (0)

campaign management

Read Reviews (3)

Read Reviews (12)

follower management

Read Reviews (2)

Read Reviews (1)

conference call management

Read Reviews (2)

Read Reviews (0)

sales call management

Read Reviews (2)

Read Reviews (3)

meeting management

Read Reviews (2)

Read Reviews (1)

lead qualification

Read Reviews (2)

Read Reviews (2)

lead qualification: technographic

Read Reviews (2)

Read Reviews (1)

generation of new leads

Read Reviews (1)

Read Reviews (8)

contract management

Read Reviews (0)

Read Reviews (9)

proposal & quote management

Read Reviews (0)

Read Reviews (3)

sales document management

Read Reviews (0)

Read Reviews (18)

contract management

Read Reviews (0)

Read Reviews (9)

proposal & quote management

Read Reviews (0)

Read Reviews (3)

competitive intelligence

Read Reviews (0)

Read Reviews (4)

billing and invoice management

Read Reviews (0)

Read Reviews (2)

advocacy management

Read Reviews (0)

Read Reviews (2)

conversion management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Increase sales & revenue

  • See 1 more

  • Acquire customers

  • Scale best practices

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Improve internal communications

  • See 3 more

Top Channels

Channels Used

  • e-mail

  • promotions

  • text SMS

  • video

  • phone calls

  • offline

  • point of sale

  • newsletter

  • website

  • user generated content

  • blogs

  • on premises

  • See 9 more

  • e-mail

  • promotions

  • text SMS

  • video

  • phone calls

  • offline

  • point of sale

  • newsletter

  • website

  • user generated content

  • blogs

  • on premises

  • See 9 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}}}

medium

{{{rsh_C_1}}}

Integration Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting