Introducing G2.ai, the future of software buying.Try now
Compare DealCloud and Redtail Technology 
Featured Products
Sponsored
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
Text-Em-All
Visit Website
Sponsored
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
Edda
Visit Website
Sponsored
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
TaskSuite
Visit Website
At a Glance
Market Segments
Small-Business (69.2% of reviews)
Small-Business (90.7% of reviews)
Entry-Level Pricing
No pricing available
Contact Us
DealCloud
Star Rating
(31)4.3 out of 5
Market Segments
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about DealCloudRedtail Technology
Star Rating
(210)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 Redtail Technology excels in its ease of use, with a score of 8.6, making it a favorite among small businesses for its intuitive interface. In contrast, DealCloud also scores an 8.6 but lacks the same level of user feedback highlighting its simplicity.
- Reviewers mention that DealCloud shines in its automation capabilities, scoring 9.4 compared to Redtail's 7.5. Users appreciate DealCloud's robust features for automated scheduling and reporting, which streamline their workflows significantly.
- G2 users highlight that Redtail Technology has a strong customer support system, with a quality of support rating of 8.8. However, DealCloud outperforms with a score of 9.0, with users noting faster response times and more comprehensive support resources.
- Users on G2 report that DealCloud offers superior marketing automation features, particularly in campaign management and lead management, both scoring 9.4. In comparison, Redtail's scores of 8.1 and 8.2 indicate it may not meet the same level of marketing needs for users focused on these functionalities.
- Reviewers mention that Redtail Technology provides a solid platform for SMS functionalities, but DealCloud's messaging features, including SMS platform reporting and automation, score significantly higher, indicating a more advanced offering for users who prioritize communication tools.
- Users say that while both platforms offer cloud capabilities, DealCloud's cloud functionality is rated higher at 8.9, with users appreciating its reliability and performance in remote backup and disaster recovery, which are critical for business continuity.
Pricing
Entry-Level Pricing
DealCloud
No pricing availableRedtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
DealCloud
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
9.0
21
8.6
181
Ease of Use
8.0
22
8.6
184
Ease of Setup
7.5
12
8.5
96
Ease of Admin
8.3
5
8.8
60
Quality of Support
9.4
21
8.8
171
Has the product been a good partner in doing business?
8.7
5
9.0
62
Product Direction (% positive)
9.4
21
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
Investment Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Fund Management
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Agentic AI - Venture Capital Management
Not enough data
Not enough data
Feature Not Available
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
Deal Identification - Deal Sourcing
4.7
5
Not enough data
7.0
5
Not enough data
5.3
5
Not enough data
5.7
5
Not enough data
Market Intelligence - Deal Sourcing
Not enough data
Not enough data
6.3
5
Not enough data
5.3
5
Not enough data
5.3
5
Not enough data
5.3
5
Not enough data
Workflow & Customization - Deal Sourcing
6.3
5
Not enough data
6.3
5
Not enough data
7.7
5
Not enough data
8.0
5
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
7.3
14
7.2
105
Platform Additional Functionality
6.9
14
7.5
93
8.3
14
8.6
113
8.3
13
7.9
95
7.3
13
7.6
100
6.2
13
6.6
80
Platform Reporting and Analytics
8.5
13
8.1
91
6.5
13
6.9
78
Customer Support
9.0
13
8.4
95
9.0
13
8.0
98
8.5
13
8.1
102
Feature Not Available
7.9
94
Marketing Automation
7.9
13
7.0
81
8.2
12
7.6
90
7.3
13
6.6
82
Sales Force Automation
8.5
13
6.9
83
8.1
12
8.2
94
7.1
12
6.1
72
7.2
12
5.9
72
Feature Not Available
6.9
73
Agentic AI - Financial Services CRM
6.0
7
6.5
17
Categories
Categories
Shared Categories
DealCloud and Redtail Technology are categorized as Financial Services CRM
Reviews
Reviewers' Company Size
DealCloud
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
Venture Capital & Private Equity
26.9%
Financial Services
19.2%
Information Technology and Services
11.5%
Investment Banking
7.7%
Real Estate
3.8%
Other
30.8%
Financial Services
85.9%
Investment Management
5.4%
Insurance
2.4%
Accounting
2.0%
Marketing and Advertising
1.5%
Other
2.9%
Discussions
DealCloud has no 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
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
