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Compare DealCloud and Redtail Technology 
Featured Products
At a Glance
Market Segments
Small-Business (69.2% of reviews)
Small-Business (92.0% 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
(265)4.4 out of 5
Market Segments
Small-Business (92.0% 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.
- G2 reviewers report that Redtail Technology excels in user experience, particularly highlighting its intuitive interface that makes accessing client information and creating reports straightforward. Users appreciate features like workflows and notes that help them stay organized and ensure they don’t miss important meetings.
- Users say DealCloud offers a strong support system, with many praising its responsive customer service. Reviewers have noted that the support team is willing to meet and address questions, which enhances the overall user experience, especially when adapting to changing needs.
- According to verified reviews, Redtail Technology has a significant advantage in ease of setup and daily usability, with users mentioning that its simple interface allows for quick onboarding and efficient management of KYC information, making it a preferred choice for small businesses.
- Reviewers mention that while DealCloud has a slightly lower overall satisfaction score, it shines in its ability to help users stay on top of active deals and fast-moving processes, making it a valuable tool for those in dynamic environments.
- G2 reviewers highlight that Redtail Technology's features for organizing business processes, such as task management and reporting, are particularly beneficial for small businesses, allowing users to streamline their operations effectively.
- Users report that while DealCloud has a solid user interface, it faces challenges in some areas like pipeline management and messaging, where Redtail Technology tends to offer more robust solutions, particularly for users who prioritize comprehensive CRM functionalities.
Pricing
Entry-Level Pricing
DealCloud
No pricing availableRedtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
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Free Trial
DealCloud
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
9.0
21
8.6
184
Ease of Use
8.0
22
8.7
205
Ease of Setup
7.5
12
8.5
115
Ease of Admin
8.3
5
8.7
62
Quality of Support
9.4
21
8.8
174
Has the product been a good partner in doing business?
8.7
5
9.0
64
Product Direction (% positive)
9.4
21
8.5
185
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
107
Platform Additional Functionality
6.9
14
7.6
100
8.3
14
8.7
118
8.3
13
7.9
96
7.3
13
7.6
101
6.2
13
6.6
80
Platform Reporting and Analytics
8.5
13
8.1
93
6.5
13
6.9
78
Customer Support
9.0
13
8.4
97
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
99
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
86.7%
Investment Management
5.3%
Insurance
2.2%
Accounting
1.8%
Marketing and Advertising
1.3%
Other
2.7%
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
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