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Redtail CRM vs Zoho Bigin: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Redtail CRM vs. Zoho Bigin is based on a specific set of business needs and context. The comparison uses 1193 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Redtail CRM and Zoho Bigin

Redtail CRM, Zoho Bigin, 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.

Zoho Bigin focuses on Engagement Management with Phone Calls, Training & Onboarding, Workflow Management with E-Mail, Pipeline Management, etc.

"Thank you so much. While I'm still learning this program it is so good to know I have help right when I need it. I'm watching all the tutorials as well. Thank you again! " - Laurie

"As a consultant I don't have a high sales volume that requires a full CRM. But I do need to track deals as the sales cycles are long and complicated. Bigin offers an affordable and full featured platform that integrates wonderfully with my Zoho envi...ronment. I also have confidence that when I do graduate to the full Zoho CRM the transition will be seamless. The call integration features are a great plus. I am excited to keep using this service as it evolves. Thank you to the Zoho team, you always surprise and never disappoint! " - Steve Perpich

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 Zoho Bigin

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.

Zoho Bigin | A powerful CRM solution for small and micro businesses manage their customer relationships

Age

1996

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

42

29

Total Goals
(we found evidences for)

4

6

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


business development


generation of new leads


pipeline management



contract management


sales document management

contract management


conversion management


Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Increase sales & revenue

  • See 1 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve stakeholder relations

  • Launch new products

  • See 3 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • social media

  • LinkedIn

  • website

  • See 2 more
  • phone calls

  • e-mail

  • social media

  • LinkedIn

  • website

  • See 2 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

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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