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Redtail CRM vs Thryv: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Redtail CRM low Failure Risk for Thryv low
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Comparison Summary

This comparison report of Redtail CRM vs. Thryv is based on a specific set of business needs and context. The comparison uses 2960 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Redtail CRM and Thryv

Redtail CRM, Thryv, 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.

Thryv focuses on Social Media Management with Social Media, Communication Management with Social Media, Content Management with Social Media, Engagement Management with Website, 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

"Thryv’s CRM feature helps me stay organized and engaged with my clients. " - Paula Blair

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 Thryv

Focus area

Thryv 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.

Thryv | platform that automates tasks and puts your customers at the center of your business

Financials

PRIVATE

IPO

Business Need

Total Processes
(we found evidences for)

42

64

Total Goals
(we found evidences for)

4

11

Top Processes

Evidences indicate better relative satisfaction

workflow management

Read Reviews (68)

Read Reviews (0)

contact list management

Read Reviews (31)

Read Reviews (74)

contacts history

Read Reviews (4)

Read Reviews (2)

engagement management

Read Reviews (24)

Read Reviews (76)

engaging and following up

Read Reviews (20)

Read Reviews (56)

training & onboarding

Read Reviews (15)

Read Reviews (5)

relationship management

Read Reviews (15)

Read Reviews (7)

communication management

Read Reviews (8)

Read Reviews (143)

sending & publishing communications

Read Reviews (5)

Read Reviews (130)

tracking & monitoring communications

Read Reviews (2)

Read Reviews (2)

helpdesk management

Read Reviews (7)

Read Reviews (11)

social media management

Read Reviews (5)

Read Reviews (158)

social media analytics

Read Reviews (2)

Read Reviews (1)

scheduling post to social media

Read Reviews (2)

Read Reviews (64)

campaign management

Read Reviews (3)

Read Reviews (30)

follower management

Read Reviews (2)

Read Reviews (0)

conference call management

Read Reviews (2)

Read Reviews (2)

sales call management

Read Reviews (2)

Read Reviews (13)

meeting management

Read Reviews (2)

Read Reviews (0)

lead qualification

Read Reviews (2)

Read Reviews (1)

lead qualification: technographic

Read Reviews (2)

Read Reviews (1)

generation of new leads

Read Reviews (1)

Read Reviews (2)

lifetime value management

Read Reviews (1)

Read Reviews (2)

content publishing

Read Reviews (0)

Read Reviews (73)

content sharing

Read Reviews (0)

Read Reviews (32)

content management

Read Reviews (0)

Read Reviews (107)

content publishing

Read Reviews (0)

Read Reviews (73)

content sharing

Read Reviews (0)

Read Reviews (32)

contract management

Read Reviews (0)

Read Reviews (19)

proposal & quote management

Read Reviews (0)

Read Reviews (4)

sales document management

Read Reviews (0)

Read Reviews (53)

contract management

Read Reviews (0)

Read Reviews (19)

proposal & quote management

Read Reviews (0)

Read Reviews (4)

rating and review management

Read Reviews (0)

Read Reviews (15)

social media marketing

Read Reviews (0)

Read Reviews (12)

reputation management

Read Reviews (0)

Read Reviews (8)

billing and invoice management

Read Reviews (0)

Read Reviews (2)

conversion management

Read Reviews (0)

Read Reviews (2)

competitive intelligence

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

  • Improve digital and social presence

  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Enter new markets internationally or locally

  • Improve internal communications

  • Improve ROI

  • Grow market share

  • Improve brand engagement

  • Build brand awareness

  • Improve consistency

  • See 8 more

Top Channels

Channels Used

  • social media

  • offline

  • point of sale

  • e-mail

  • website

  • phone calls

  • Instagram

  • Twitter

  • LinkedIn

  • Facebook

  • promotions

  • text SMS

  • on premises

  • coupons

  • video

  • mobile

  • review sites

  • Yelp

  • trade shows

  • user generated content

  • blogs

  • events

  • chat

  • mobile app

  • See 21 more

  • social media

  • offline

  • point of sale

  • e-mail

  • website

  • phone calls

  • Instagram

  • Twitter

  • LinkedIn

  • Facebook

  • promotions

  • text SMS

  • on premises

  • coupons

  • video

  • mobile

  • review sites

  • Yelp

  • trade shows

  • user generated content

  • blogs

  • events

  • chat

  • mobile app

  • See 21 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

{{{rsh_C_1}}}

medium

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Integration Risk

medium

{{{rsh_C_1}}}

low

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Migration Risk

medium

{{{rsh_C_1}}}

medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting