Comparison Summary
This comparison report of Redtail CRM vs. Act! is based on a specific set of business needs and context. The comparison uses 5107 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Redtail CRM and Act!
Redtail CRM, Act!, Eway CRM, monday sales 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.
Redtail CRM covers Workflow Management, Contact List Management with E-Mail, Engagement Management with Offline, Relationship Management with E-Mail, etc.
Act! focuses on Contact List Management, Engagement Management with E-Mail, Communication Management with E-Mail, Sales Document Management with E-Mail, etc.
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
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.
Act! CR
Financials
PRIVATE
PRIVATE
Business Need
Total Processes
(we found evidences for)
42
84
Total Goals
(we found evidences for)
4
10
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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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
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Acquire customers
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Enhance customer relationships
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Increase sales & revenue
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Enter new markets internationally or locally
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Improve ROI
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Improve internal communications
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Scale best practices
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Improve brand engagement
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Grow market share
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Improve consistency
- See 7 more
Top Channels
Channels Used
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e-mail
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phone calls
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social media
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website
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offline
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point of sale
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mobile
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promotions
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channel partners
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on premises
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text SMS
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print media
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magazine
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mobile app
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trade shows
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newsletter
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Facebook
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user generated content
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blogs
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events
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chat
- See 18 more
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e-mail
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phone calls
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social media
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website
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offline
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point of sale
-
mobile
-
promotions
-
channel partners
-
on premises
-
text SMS
-
print media
-
magazine
-
mobile app
-
trade shows
-
newsletter
-
Facebook
-
user generated content
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blogs
-
events
-
chat
- See 18 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
