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Sugar CRM vs Redtail CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Sugar CRM vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 6105 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Sugar CRM and Redtail CRM

Sugar CRM, Redtail CRM, Salesforce Sales Cloud, Zoho 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.

Sugar CRM covers Engagement Management, Sales Document Management with Mobile, Contact List Management with E-Mail, Workflow Management, etc.

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

"The number one item on our list was user experience. CRM is one of those business processes that you want people to adopt but they don’t have to; they can still get their job done without it. We felt like that was one of the major differentiators be...tween Sugar and other platforms. " - CHRISTOPHER POLAND

"TJ led me right through the process of getting my question answered and problem solved. I was setting up a new team member's webmail and wanted the integration portion to work with the CRM. Good job! " - Shelley

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 Sugar CRM

Focus area

Sugar CRM is better than Redtail CRM for

Software Failure Risk

  • medium

logo Redtail CRM

Focus area

Software Failure Risk

  • low

About

SugarCRM: #1 Rated Customer Relationship Management Software

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

2004

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

104

42

Total Goals
(we found evidences for)

18

4

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


engagement management

engaging and following up



contact list management

creating contact list


helpdesk management



communication management

sending & publishing communications

tracking & monitoring communications




generation of new leads


social media management

social media analytics

engaging on social media

managing social media account

scheduling post to social media



relationship management


training & onboarding


customer case management


campaign management

campaign monitoring


opportunity management


sales call management

meeting management


pipeline management


competitive intelligence


conversion management



loyalty management

identify target customers

customise loyalty program


account management


business development


content management


knowledge management



lead qualification

lead qualification: technographic


products & pricelist management



customer feedback management

measuring customer satisfaction

measuring net promoter score





rating and review management


lifetime value management



trade show marketing




touchpoint management


channel management


billing and invoice management


referral management


sales incentive management


social media marketing





sales review & feedback



community building





advocacy management


follower management


conference call management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve ROI

  • Enter new markets internationally or locally

  • Improve efficiency

  • Grow market share

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Build brand awareness

  • Manage risk

  • Shorten ramp up time

  • Improve digital and social presence

  • Improve visibility

  • Increase customer life time value

  • Improve brand engagement

  • See 15 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

low

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low

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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