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Zoho CRM vs Redtail CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Zoho CRM vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 23958 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Zoho CRM and Redtail CRM

Zoho CRM, Redtail CRM, HubSpot CRM, Hubspot Sales Hub, 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 covers Engagement Management, Contact List Management with E-Mail, Lead Management, Communication 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.

"If you're having a hard time with the integration of your CRM system, then the CRM system is not good. Seamless integration is the another best feature of Zoho. This CRM offers plenty of integration, from Office Suite, Telephony, Messaging, Events a...nd meetings, Finance, Quote Management, Marketing Automation, Social Media, and many more. " - Remar B

"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

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

Focus area

Zoho CRM is better than Redtail CRM for

Software Failure Risk

  • medium

logo Redtail CRM

Focus area

Software Failure Risk

  • low

About

Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

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)

130

42

Total Goals
(we found evidences for)

19

4

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


contact list management

creating contact list


communication management

sending & publishing communications

tracking & monitoring communications





sales document management

proposal & quote management

contract management


helpdesk management


social media management

social media analytics

managing social media account

scheduling post to social media

engaging on social media

monitoring social media



generation of new leads


campaign management

campaign analytics

campaign monitoring


relationship management


sales call management

meeting management

call transcription



conversion management




pipeline management


products & pricelist management


training & onboarding



opportunity management


account management



business development


lead qualification

lead qualification: technographic

lead qualification: demographic

lead qualification: firmographic


customer feedback management

measuring customer satisfaction


subscription management


follower management



social media marketing


content management



competitive intelligence




rating and review management


billing and invoice management


promotion management




discount management


trade show marketing


loyalty management

identify target customers

customise loyalty program


performance management





customer case management


sales review & feedback



conference call management



channel management


touchpoint management


knowledge management


personalized marketing



segmentation and targeting


calendar management


revenue cycle management


sales commission management


relationship marketing





database marketing



lifetime value management



advocacy management


payment management




courses & assessment

create learning path




Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve internal communications

  • Grow market share

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve efficiency

  • Launch new products

  • Improve stakeholder relations

  • Improve digital and social presence

  • Improve consistency

  • Build brand awareness

  • Improve brand engagement

  • Shorten ramp up time

  • Improve visibility

  • Establish thought leadership

  • Increase customer life time value

  • See 16 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