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Compare Karma CRM vs Redtail CRM

Failure Risk Guidance Security Report ?

Failure Risk for Karma CRM low Failure Risk for Redtail CRM low
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Comparison Summary

For Karma CRM vs Redtail CRM comparison, Our AI algorithm looked at 1435 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Karma CRM and Redtail CRM to solve their respective business needs.

Pros and cons of Karma CRM and Redtail CRM

Karma CRM is more suited to businesses that require Engagement Management with E-Mail and Contact List Management where as Redtail CRM is focused towards Workflow Management and Contact List Management with E-Mail .

logo Karma CRM

Focus area

Software Failure Risk

  • low

logo Redtail CRM

Focus area

Software Failure Risk

  • low

About

karmaCRM | Fully customizable solution for building better customer relationships through clarity and efficiency

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

2009

Financials

SEED

PRIVATE

Business Need

Total Processes
(we found evidences for)

38

42

Total Goals
(we found evidences for)

3

4

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (41)

Read Reviews (24)

engaging and following up

Read Reviews (22)

Read Reviews (20)

contact list management

Read Reviews (30)

Read Reviews (31)

contacts history

Read Reviews (5)

Read Reviews (4)

communication management

Read Reviews (21)

Read Reviews (8)

sending & publishing communications

Read Reviews (13)

Read Reviews (5)

tracking & monitoring communications

Read Reviews (6)

Read Reviews (2)

workflow management

Read Reviews (14)

Read Reviews (68)

capturing leads

Read Reviews (9)

Read Reviews (0)

sales document management

Read Reviews (8)

Read Reviews (0)

digital signature

Read Reviews (5)

Read Reviews (0)

contract management

Read Reviews (2)

Read Reviews (0)

relationship management

Read Reviews (6)

Read Reviews (15)

campaign management

Read Reviews (3)

Read Reviews (3)

campaign monitoring

Read Reviews (3)

Read Reviews (0)

customer feedback management

Read Reviews (2)

Read Reviews (0)

helpdesk management

Read Reviews (2)

Read Reviews (7)

sales call management

Read Reviews (2)

Read Reviews (2)

discount management

Read Reviews (2)

Read Reviews (1)

conversion management

Read Reviews (2)

Read Reviews (0)

promotion management

Read Reviews (2)

Read Reviews (1)

lead qualification

Read Reviews (1)

Read Reviews (2)

lead qualification: technographic

Read Reviews (1)

Read Reviews (2)

follower management

Read Reviews (1)

Read Reviews (2)

training & onboarding

Read Reviews (0)

Read Reviews (15)

social media analytics

Read Reviews (0)

Read Reviews (2)

scheduling post to social media

Read Reviews (0)

Read Reviews (2)

social media management

Read Reviews (0)

Read Reviews (5)

social media analytics

Read Reviews (0)

Read Reviews (2)

scheduling post to social media

Read Reviews (0)

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

  • 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

{{{rsh_C_1}}}

low

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Security & Privacy Risk

No Data

{{{rsh_C_1}}}

medium

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Integration Risk

low

{{{rsh_C_1}}}

medium

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Migration Risk

medium

{{{rsh_C_1}}}

medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting