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Compare Redtail CRM vs ClientLook

Failure Risk Guidance Security Report ?

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

For Redtail CRM vs ClientLook comparison, Our AI algorithm looked at 2175 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Redtail CRM and ClientLook to solve their respective business needs.

Pros and cons of Redtail CRM and ClientLook

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

logo Redtail CRM

Focus area

Software Failure Risk

  • low

logo ClientLook

Focus area

ClientLook is better than Redtail CRM for

Software Failure Risk

  • low

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.

ClientLook | Commercial real estate CRM

Financials

PRIVATE

M&A

Business Need

Total Processes
(we found evidences for)

42

50

Total Goals
(we found evidences for)

4

9

Top Processes

Evidences indicate better relative satisfaction

workflow management

Read Reviews (68)

Read Reviews (3)

contact list management

Read Reviews (31)

Read Reviews (43)

contacts history

Read Reviews (4)

Read Reviews (2)

creating contact list

Read Reviews (1)

Read Reviews (4)

engagement management

Read Reviews (24)

Read Reviews (30)

engaging and following up

Read Reviews (20)

Read Reviews (29)

training & onboarding

Read Reviews (15)

Read Reviews (2)

relationship management

Read Reviews (15)

Read Reviews (0)

communication management

Read Reviews (8)

Read Reviews (47)

sending & publishing communications

Read Reviews (5)

Read Reviews (39)

tracking & monitoring communications

Read Reviews (2)

Read Reviews (7)

helpdesk management

Read Reviews (7)

Read Reviews (11)

social media management

Read Reviews (5)

Read Reviews (3)

social media analytics

Read Reviews (2)

Read Reviews (1)

scheduling post to social media

Read Reviews (2)

Read Reviews (0)

campaign management

Read Reviews (3)

Read Reviews (6)

follower management

Read Reviews (2)

Read Reviews (2)

conference call management

Read Reviews (2)

Read Reviews (0)

sales call management

Read Reviews (2)

Read Reviews (5)

meeting management

Read Reviews (2)

Read Reviews (0)

lead qualification

Read Reviews (2)

Read Reviews (1)

lead qualification: technographic

Read Reviews (2)

Read Reviews (1)

generation of new leads

Read Reviews (1)

Read Reviews (4)

discount management

Read Reviews (1)

Read Reviews (2)

promotion management

Read Reviews (1)

Read Reviews (2)

pipeline management

Read Reviews (0)

Read Reviews (6)

trade show marketing

Read Reviews (0)

Read Reviews (5)

rating and review management

Read Reviews (0)

Read Reviews (5)

database marketing

Read Reviews (0)

Read Reviews (2)

sales document management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Increase sales & revenue

  • See 1 more

  • Acquire customers

  • Scale best practices

  • Improve internal communications

  • Grow market share

  • Increase sales & revenue

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Improve stakeholder relations

  • Manage risk

  • See 6 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • mobile

  • offline

  • mobile app

  • trade shows

  • events

  • website

  • user generated content

  • blogs

  • social media

  • video

  • newsletter

  • on premises

  • See 11 more

  • e-mail

  • phone calls

  • mobile

  • offline

  • mobile app

  • trade shows

  • events

  • website

  • user generated content

  • blogs

  • social media

  • video

  • newsletter

  • on premises

  • See 11 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

{{{rsh_C_1}}}

low

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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