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Zoho CRM Plus vs Redtail CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Zoho CRM Plus medium Failure Risk for Redtail CRM low
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Comparison Summary

This comparison report of Zoho CRM Plus vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 1809 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Zoho CRM Plus and Redtail CRM

Zoho CRM Plus, Redtail CRM, Soffront, Salesseek, 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.

Zoho CRM Plus covers Engagement Management with Social Media, Social Media Management with Social Media, Social Media Marketing with Social Media, Helpdesk 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.

"We Have Been Implementing CRM Plus For Businesses Since 2015 And It Is Our Favourite Zoho Product Because Of The Brilliant Unified Customer Experience It Gives Our Clients. Our Clients Often Tell Us How Easy CRM Plus Is To Use And How Much Time And ...Money They Have Saved Since Streamlining And Automating Their Business Using The Nine Applications That Are Part Of CRM Plus. " - Jason Kimber

"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 Zoho CRM Plus

Focus area

Zoho CRM Plus is better than Redtail CRM for

Software Failure Risk

  • medium

logo Redtail CRM

Focus area

Software Failure Risk

  • low

About

Zoho CRM Plus | The customer experience platform across every channel

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

1996

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

50

42

Total Goals
(we found evidences for)

6

4

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (104)

Read Reviews (24)

engaging and following up

Read Reviews (63)

Read Reviews (20)

social media management

Read Reviews (39)

Read Reviews (5)

engaging on social media

Read Reviews (25)

Read Reviews (0)

managing social media account

Read Reviews (2)

Read Reviews (0)

scheduling post to social media

Read Reviews (1)

Read Reviews (2)

social media marketing

Read Reviews (30)

Read Reviews (0)

helpdesk management

Read Reviews (19)

Read Reviews (7)

collaboration

Read Reviews (17)

Read Reviews (2)

customer feedback management

Read Reviews (15)

Read Reviews (0)

lifetime value management

Read Reviews (14)

Read Reviews (1)

conversion management

Read Reviews (10)

Read Reviews (0)

competitive intelligence

Read Reviews (10)

Read Reviews (0)

campaign management

Read Reviews (10)

Read Reviews (3)

workflow management

Read Reviews (8)

Read Reviews (68)

contact list management

Read Reviews (8)

Read Reviews (31)

knowledge management

Read Reviews (7)

Read Reviews (0)

training & onboarding

Read Reviews (7)

Read Reviews (15)

pipeline management

Read Reviews (5)

Read Reviews (0)

communication management

Read Reviews (5)

Read Reviews (8)

sending & publishing communications

Read Reviews (3)

Read Reviews (5)

tracking & monitoring communications

Read Reviews (0)

Read Reviews (2)

promotion management

Read Reviews (4)

Read Reviews (1)

discount management

Read Reviews (4)

Read Reviews (1)

generation of new leads

Read Reviews (2)

Read Reviews (1)

lead qualification

Read Reviews (2)

Read Reviews (2)

lead qualification: technographic

Read Reviews (1)

Read Reviews (2)

sales document management

Read Reviews (2)

Read Reviews (0)

relationship management

Read Reviews (1)

Read Reviews (15)

sales call management

Read Reviews (1)

Read Reviews (2)

follower management

Read Reviews (1)

Read Reviews (2)

conference call management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve digital and social presence

  • Improve stakeholder relations

  • Grow market share

  • See 3 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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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting