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.
"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
"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.
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)
42
37
Total Goals
(we found evidences for)
4
7
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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Acquire customers
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Enter new markets internationally or locally
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Increase sales & revenue
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Enhance customer relationships
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Grow market share
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Scale best practices
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Improve efficiency
- See 4 more
Top Channels
Channels Used
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phone calls
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offline
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games
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e-mail
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events
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trade shows
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user generated content
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blogs
- See 5 more
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phone calls
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offline
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games
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e-mail
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events
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trade shows
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user generated content
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blogs
- See 5 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
