Comparison Summary
This comparison report of Redtail CRM vs. Simpleview DMS is based on a specific set of business needs and context. The comparison uses 1092 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Redtail CRM and Simpleview DMS
Redtail CRM, Simpleview DMS, 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.
Simpleview DMS focuses on Workflow Management, Sales Document Management with Promotions, Helpdesk Management, Distribution Management with Promotions, 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
"We're just ecstatic with the results. We're finding that people are engaging much more on our site. There's a growth in our onsite conversion. And aside from those metrics, I think the biggest win for us has just been our internal satisfaction. It's... been such an amazing experience to have the new CMS, to be able to manage the system so much more efficiently in-house, and to have that great synchronization of information between the CRM and CMS. " - Lilly Kelly
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.
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.
Destination Management System most advanced solution
Financials
PRIVATE
PRIVATE
Business Need
Total Processes
(we found evidences for)
42
24
Total Goals
(we found evidences for)
4
4
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Acquire customers
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Enhance customer relationships
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Improve internal communications
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Increase sales & revenue
- See 1 more
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Grow market share
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Improve digital and social presence
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Acquire customers
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Improve stakeholder relations
- See 1 more
Top Channels
Channels Used
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video
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promotions
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e-mail
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website
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offline
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on premises
- See 3 more
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video
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promotions
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e-mail
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website
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offline
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on premises
- See 3 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
