Redtail CRM vs Upsales: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Redtail CRM low Failure Risk for Upsales medium

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Comparison Summary

This comparison report of Redtail CRM vs. Upsales is based on a specific set of business needs and context. The comparison uses 1191 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Redtail CRM and Upsales

Redtail CRM, Upsales, 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.

Upsales focuses on Generation Of New Leads, Upselling, Lead Analytics, Engagement Management with Phone Calls, 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

"Upsales helped us bring sales and marketing together on a global scale " - Silvia Tarchi

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.

Upsales

Focus area

Software Failure Risk
Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

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.

Upsales | CRM & Marketing Automation platform for B2B companies

Financials

PRIVATE

SERIES A

Business Need

Total Processes
(we found evidences for)

Total Goals
(we found evidences for)

Top Processes

Evidences indicate better relative satisfaction

workflow management

Read Reviews (68)

Read Reviews (4)

contact list management

contacts history

engagement management

Read Reviews (24)

Read Reviews (5)

engaging and following up

Read Reviews (20)

Read Reviews (4)

training & onboarding

Read Reviews (15)

Read Reviews (3)

relationship management

Read Reviews (15)

Read Reviews (1)

communication management

Read Reviews (8)

Read Reviews (1)

sending & publishing communications

Read Reviews (5)

Read Reviews (0)

tracking & monitoring communications

Read Reviews (2)

Read Reviews (0)

helpdesk management

Read Reviews (7)

Read Reviews (1)

lead tracking

Read Reviews (3)

campaign management

lead management

follower management

event management

conference call management

collaboration

lead nurturing

sales call management

meeting management

lead engagement

lead qualification

Read Reviews (2)

Read Reviews (0)

lead qualification: technographic

lead analytics

generation of new leads

upselling

account management

Read Reviews (0)

Read Reviews (3)

competitive intelligence

forecasting

telemarketing

cross selling

sales document 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
Enter new markets internationally or locally
Increase sales & revenue
Enhance customer relationships
Grow market share
Scale best practices
Improve efficiency
See 4 more

Top Channels

Channels Used

phone calls
offline
games
e-mail
events
trade shows
user generated content
blogs
See 5 more

phone calls
offline
games
e-mail
events
trade shows
user generated content
blogs
See 5 more

Failure Risk Guidance Security Report?

Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

medium

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No Data

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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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IT and Other Capabilities

Low
Medium
High

Ease of migration

Read peer / expert warnings.

Data

Data Import

Read peer / expert warnings.

Data Export

Read peer / expert warnings.

Support

24/7 Support

Read peer / expert warnings.

Email Support

Read peer / expert warnings.

Chat Support

Read peer / expert warnings.

Phone Support

Read peer / expert warnings.

Others

AI Powered

Read peer / expert warnings.

Custom Reports

Read peer / expert warnings.

Analytics

Read peer / expert warnings.

Redtail CRM vs Upsales: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Comparison Summary

This comparison report of Redtail CRM vs. Upsales is based on a specific set of business needs and context. The comparison uses 1191 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Redtail CRM and Upsales

Redtail CRM, Upsales, 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.

Upsales focuses on Generation Of New Leads, Upselling, Lead Analytics, Engagement Management with Phone Calls, etc.

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.

Redtail CRM

Focus area

Software Failure Risk Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

Upsales

Focus area

Software Failure Risk Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

Business Need

Top Processes

Top Goals

Top Channels

Failure Risk Guidance Security Report?

Compliance Risk

Security & Privacy Risk

Integration Risk

Migration Risk

IT and Other Capabilities

Data

Support

Others

Business Setting

Get a personalised risk report for Redtail CRM

Get a personalised risk report for Upsales

Software Failure Risk
Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

Software Failure Risk
Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.