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Compare CRMNEXT and Redtail Technology 
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At a Glance
Market Segments
Enterprise (73.7% of reviews)
Small-Business (90.7% of reviews)
Entry-Level Pricing
No pricing available
Contact Us
CRMNEXT
Star Rating
(19)4.1 out of 5
Market Segments
Enterprise (73.7% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about CRMNEXTRedtail Technology
Star Rating
(209)4.3 out of 5
Market Segments
Small-Business (90.7% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that CRMNEXT excels in its Messaging capabilities, particularly with its Two-Way Text Messaging feature, which allows for seamless communication with clients. In contrast, Redtail Technology's messaging features are seen as less robust, with users mentioning that the SMS Platform lacks some advanced functionalities.
- Reviewers mention that CRMNEXT's Forecasting capabilities are highly rated at 9.3, providing users with valuable insights for future planning. On the other hand, Redtail Technology's forecasting features are rated lower at 7.9, leading some users to feel that they miss out on critical predictive analytics.
- G2 users highlight CRMNEXT's superior Marketing Automation tools, particularly in Campaign Management and Lead Management, both rated above 9.0. In comparison, Redtail Technology's marketing features, while functional, do not reach the same level of effectiveness, with users noting that they find the Marketing Analytics less comprehensive.
- Users on G2 report that CRMNEXT's Product and Price List Management is exceptional, scoring a perfect 9.7, which allows for easy updates and management of pricing strategies. Redtail Technology, however, has received feedback indicating that its similar features are not as user-friendly, with a score of 8.2.
- Reviewers mention that CRMNEXT's Quality of Support is rated at 7.8, but many users feel that Redtail Technology outshines it with a score of 8.8, particularly praising their Customer Support Portal and Knowledge Base for being more accessible and helpful.
- Users say that CRMNEXT's Automation features are rated at 8.2, but some find that Redtail Technology's automation capabilities, rated at 7.5, do not meet their expectations, particularly in terms of Automated Scheduling and Batch Handling, which users feel could be improved.
Pricing
Entry-Level Pricing
CRMNEXT
No pricing availableRedtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
CRMNEXT
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
8.0
18
8.6
181
Ease of Use
8.5
18
8.6
184
Ease of Setup
7.7
10
8.5
96
Ease of Admin
7.8
10
8.8
60
Quality of Support
7.8
18
8.8
171
Has the product been a good partner in doing business?
7.7
10
9.0
62
Product Direction (% positive)
8.6
17
8.5
182
Features by Category
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Usability
Not enough data
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Reliability
Not enough data
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
8.2
11
7.2
105
Platform Additional Functionality
8.8
12
7.5
93
7.6
12
8.6
113
8.3
7
7.9
95
7.9
11
7.6
100
9.0
7
6.6
80
Platform Reporting and Analytics
7.4
11
8.1
91
9.3
5
6.9
78
Customer Support
8.3
13
8.4
95
7.7
8
8.0
98
8.3
6
8.1
102
6.3
9
7.9
94
Marketing Automation
9.1
9
7.0
81
9.0
10
7.6
90
9.0
7
6.6
82
Sales Force Automation
8.7
9
6.9
83
8.7
9
8.2
94
9.7
5
6.1
72
Not enough data
5.9
72
Not enough data
6.9
73
Agentic AI - Financial Services CRM
Not enough data
6.5
17
Categories
Categories
Shared Categories
CRMNEXT and Redtail Technology are categorized as Financial Services CRM
Unique Categories
CRMNEXT has no unique categories
Reviews
Reviewers' Company Size
CRMNEXT
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
36.8%
Banking
31.6%
Financial Services
10.5%
Medical Devices
5.3%
Mechanical or Industrial Engineering
5.3%
Other
10.5%
Financial Services
85.9%
Investment Management
5.4%
Insurance
2.4%
Accounting
2.0%
Marketing and Advertising
1.5%
Other
2.9%
Discussions
What is the best way to integrate systems without adding more layers
1 Comment
JG
Hey Sachin! We integrate directly into the core which allows us to not add extra layers but a single layer where all systems can speak to one another. Our...Read more
What is a CRM tool?
1 Comment
PB
CRM is basically customer relationship management and it helps the organization in maintaining a single source of customer information. There are different...Read more
CRMNEXT has no more discussions with answers
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
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