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SalezShark vs Redtail CRM: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of SalezShark vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 1680 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing SalezShark and Redtail CRM

SalezShark, Redtail CRM, Claritysoft CRM, SalesNexus, 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.

SalezShark covers Relationship Management, Engagement Management with E-Mail, Forecasting, Campaign 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.

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 SalezShark

Focus area

SalezShark is better than Redtail CRM for

Software Failure Risk

  • low

logo Redtail CRM

Focus area

Software Failure Risk

  • low

About

SalezShark | Customer Relationship Management with end to end sales and marketing automation

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

2014

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

53

42

Total Goals
(we found evidences for)

6

4

Top Processes

Evidences indicate better relative satisfaction


relationship management


engagement management

engaging and following up



campaign management

campaign analytics




communication management

sending & publishing communications

tracking & monitoring communications




social media management

social media analytics


generation of new leads


contact list management


lead qualification

lead qualification: demographic



sales call management

meeting management




products & pricelist management


workflow management


training & onboarding


conversion management


relationship marketing


sales document management

proposal & quote management


database marketing


account management





helpdesk management


follower management



conference call management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve ROI

  • Acquire customers

  • Improve visibility

  • Enter new markets internationally or locally

  • See 3 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

No Data

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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Business Setting