Comparison Summary
This comparison report of Redtail CRM vs. InStream is based on a specific set of business needs and context. The comparison uses 1568 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Redtail CRM and InStream
Redtail CRM, InStream, 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.
InStream focuses on Contact List Management, Communication Management with Social Media, Social Media Management with Social Media, Engagement 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.
InStream | Sales, contact management and relationship automation tool
Financials
PRIVATE
PRIVATE
Business Need
Total Processes
(we found evidences for)
42
42
Total Goals
(we found evidences for)
4
8
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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Enhance customer relationships
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Increase sales & revenue
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Improve internal communications
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Acquire customers
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Manage risk
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Improve digital and social presence
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Build brand awareness
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Improve efficiency
- See 5 more
Top Channels
Channels Used
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social media
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e-mail
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phone calls
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offline
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video
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LinkedIn
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point of sale
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on premises
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website
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promotions
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Twitter
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Facebook
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mobile
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causes and charity
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coupons
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display advertisement
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events
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trade shows
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mass media
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television
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user generated content
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blogs
- See 19 more
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social media
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e-mail
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phone calls
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offline
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video
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LinkedIn
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point of sale
-
on premises
-
website
-
promotions
-
Twitter
-
Facebook
-
mobile
-
causes and charity
-
coupons
-
display advertisement
-
events
-
trade shows
-
mass media
-
television
-
user generated content
-
blogs
- See 19 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
