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Salesmate Sales CRM vs Redtail CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesmate Sales CRM vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 3848 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesmate Sales CRM and Redtail CRM

Salesmate Sales CRM, Redtail CRM, Close CRM, Salesflare, 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.

Salesmate Sales CRM covers Communication Management with E-Mail, Sales Call Management with Phone Calls, Workflow Management with E-Mail, Engagement Management with E-Mail, etc.

Redtail CRM focuses on Workflow Management, Contact List Management with E-Mail, Engagement Management with Offline, Relationship Management with E-Mail, etc.

"I have found Salesmate to be a breeze to use. After looking around for months to try and find a CRM that worked for my company, Salesmate had everything we needed. " - Izak Jackson

"Andrew was so, so patient and methodical. Didn't get frustrated with my total lack of knowledge with software program and didn't make me feel as ignorant as I am with setting up Outlook email. " - Art

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 Salesmate Sales CRM

Focus area

Salesmate Sales CRM is better than Redtail CRM for

Software Failure Risk

  • low

logo Redtail CRM

Focus area

Software Failure Risk

  • low

About

Sales CRM Software for Growing Sales Teams

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.

Age

2016

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

80

42

Total Goals
(we found evidences for)

11

4

Top Processes

Evidences indicate better relative satisfaction


communication management

sending & publishing communications

tracking & monitoring communications


sales call management

meeting management



engagement management

engaging and following up


contact list management

creating contact list

enriching contact list





pipeline management


helpdesk management


generation of new leads


sales document management

contract management

proposal & quote management



discount management



training & onboarding


campaign management


products & pricelist management


social media management

social media analytics

engaging on social media

scheduling post to social media



promotion management


conversion management



relationship management


customer feedback management

measuring customer satisfaction


lead qualification

lead qualification: demographic


account management






content management


follower management




competitive intelligence




lifetime value management


loyalty management

identify target customers



performance management




conference call management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Scale best practices

  • Improve efficiency

  • Establish thought leadership

  • Launch new products

  • Enter new markets internationally or locally

  • Grow market share

  • Build brand awareness

  • Increase customer life time value

  • See 8 more
  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Increase sales & revenue

  • See 1 more

Top Channels

Channels Used

  • e-mail

  • mass media

  • offline

  • website

  • phone calls

  • user generated content

  • blogs

  • video

  • text SMS

  • events

  • trade shows

  • promotions

  • social media

  • point of sale

  • mobile

  • chat

  • See 13 more
  • e-mail

  • mass media

  • offline

  • website

  • phone calls

  • user generated content

  • blogs

  • video

  • text SMS

  • events

  • trade shows

  • promotions

  • social media

  • point of sale

  • mobile

  • chat

  • See 13 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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Business Setting