cuspera logo CUSPERA
Search Your Reports For Vendors
Your Reports For Vendors

Vtiger Sales CRM vs Redtail CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Vtiger Sales CRM low Failure Risk for Redtail CRM low
Know More

Comparison Summary

This comparison report of Vtiger Sales CRM vs. Redtail CRM is based on a specific set of business needs and context. The comparison uses 3076 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Vtiger Sales CRM and Redtail CRM

Vtiger Sales CRM, Redtail CRM, Vtiger all-in-one CRM, Daylite, 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.

Vtiger Sales CRM covers Opportunity Management, Forecasting with E-Mail, Lead Nurturing, Capturing Leads, etc.

Redtail CRM focuses on Workflow Management, Contact List Management with E-Mail, Engagement Management with Offline, Relationship Management with E-Mail, etc.

"The contracting part of our sales process used to be very lengthy, usually taking 2-3 months. Now, through the use of Vtiger Print Templates and automation we have reduced this process to 30 days or less. " - Sergio Zapata

"Thank you so much. While I'm still learning this program it is so good to know I have help right when I need it. I'm watching all the tutorials as well. Thank you again! " - Laurie

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 Vtiger Sales CRM

Focus area

Vtiger Sales CRM is better than Redtail CRM for

Software Failure Risk

  • low

logo Redtail CRM

Focus area

Software Failure Risk

  • low

About

Vtiger CRM | Sell. Effortlessly, Close more deals, boost sales team productivity, and reduce time to make a sale

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

2003

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

26

42

Total Goals
(we found evidences for)

3

4

Top Processes

Evidences indicate better relative satisfaction

opportunity management

Read Reviews (119)

Read Reviews (1)

forecasting

Read Reviews (110)

Read Reviews (0)

lead nurturing

Read Reviews (100)

Read Reviews (2)

capturing leads

Read Reviews (98)

Read Reviews (0)

sales document management

Read Reviews (93)

Read Reviews (0)

proposal & quote management

Read Reviews (83)

Read Reviews (0)

workflow management

Read Reviews (82)

Read Reviews (68)

contact list management

Read Reviews (38)

Read Reviews (31)

engagement management

Read Reviews (29)

Read Reviews (24)

engaging and following up

Read Reviews (29)

Read Reviews (20)

communication management

Read Reviews (29)

Read Reviews (8)

sending & publishing communications

Read Reviews (28)

Read Reviews (5)

pipeline management

Read Reviews (27)

Read Reviews (0)

calendar management

Read Reviews (27)

Read Reviews (1)

generation of new leads

Read Reviews (2)

Read Reviews (1)

sales call management

Read Reviews (2)

Read Reviews (2)

meeting management

Read Reviews (2)

Read Reviews (2)

training & onboarding

Read Reviews (0)

Read Reviews (15)

relationship management

Read Reviews (0)

Read Reviews (15)

helpdesk management

Read Reviews (0)

Read Reviews (7)

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)

campaign management

Read Reviews (0)

Read Reviews (3)

follower management

Read Reviews (0)

Read Reviews (2)

conference call management

Read Reviews (0)

Read Reviews (2)

lead qualification: technographic

Read Reviews (0)

Read Reviews (2)

lead qualification

Read Reviews (0)

Read Reviews (2)

lead qualification: technographic

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • 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

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Security & Privacy Risk

No Data

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

low

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Migration Risk

No Data

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting