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Redtail CRM vs Yardi Matrix: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Redtail CRM vs. Yardi Matrix is based on a specific set of business needs and context. The comparison uses 1031 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Redtail CRM and Yardi Matrix

Redtail CRM, Yardi Matrix, 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.

Yardi Matrix focuses on Market Research, Market Survey, Competitive Intelligence with Offline, Pipeline Management, 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

"Yardi Matrix is the most reliable data resource we utilize in conducting our business and providing market data to our clients " - Tyler Anderson

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

Redtail CRM is better than Yardi Matrix for

Software Failure Risk

  • low

logo Yardi Matrix

Focus area

Software Failure Risk

  • 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.

Yardi Matrix: Commercial Real Estate Data and Research

Financials

PRIVATE

Business Need

Total Processes
(we found evidences for)

42

11

Total Goals
(we found evidences for)

4

5

Top Processes

Evidences indicate better relative satisfaction


workflow management


contact list management


engagement management

engaging and following up


training & onboarding


relationship management


communication management

sending & publishing communications

tracking & monitoring communications


helpdesk management


social media management

social media analytics

scheduling post to social media



campaign management



follower management



conference call management




sales call management

meeting management



lead qualification

lead qualification: technographic


Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Increase sales & revenue

  • See 1 more
  • Grow market share

  • Enter new markets internationally or locally

  • Increase sales & revenue

  • Acquire customers

  • Improve efficiency

  • See 2 more

Top Channels

Channels Used

  • offline

  • events

  • trade shows

  • offline

  • events

  • trade shows

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

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medium

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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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Business Setting