Comparison Summary
This comparison report of Streak vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 3516 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Streak and Redtail CRM
Streak, Redtail CRM, NetHunt CRM, Agile 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.
Streak covers Communication Management with E-Mail, Engagement Management with E-Mail, Workflow Management, Contact List 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.
"Streak is amazing. It helps me manage my leads and follow through which each one. It brings me up to speed with all my clients and helps me stay organized. Love it! " - Steven Llano
"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
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
Streak | CRM In Your Inbox | Your CRM Right Inside Gmail‎
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.
Financials
PRIVATE
PRIVATE
Business Need
Total Processes
(we found evidences for)
76
42
Total Goals
(we found evidences for)
10
4
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Scale best practices
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Improve internal communications
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Launch new products
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Improve stakeholder relations
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Grow market share
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Improve digital and social presence
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Improve ROI
- See 7 more
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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
Top Channels
Channels Used
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e-mail
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mass media
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offline
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website
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phone calls
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user generated content
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blogs
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video
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text SMS
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events
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trade shows
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promotions
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social media
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point of sale
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mobile
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chat
- See 13 more
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e-mail
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mass media
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offline
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website
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phone calls
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user generated content
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blogs
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video
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text SMS
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events
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trade shows
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promotions
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social media
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point of sale
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mobile
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chat
- See 13 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
