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Compare Redtail CRM vs CompanyHub CRM

What is better Redtail CRM or CompanyHub CRM? Getting the right CRM Software product is as easy as evaluating the good and low functionalities and terms offered by Redtail CRM and CompanyHub CRM. Here it's also possible to match their overall scores: 9.0 for Redtail CRM vs. 8.0 for CompanyHub CRM. Or you can look at their general user satisfaction rating, 100% for Redtail CRM vs. 100% for CompanyHub CRM.

We suggest that you put some effort and analyze their unique features and determine which one is the better option for your business. Moreover. bear in mind to take into account your company’s or industry’s unique case, for instance, a multilingual software for a global team or a mobile app to help you work in the field.

We realize that not all people have enough time to try out a large number of various services, so we came up with a list of recommendations that you may find useful. Our top selections for the CRM Software category are: HubSpot CRM, Freshsales, Salesforce CRM.

NOAWARDS
YET

SmartScore™

OUR SCORE 9.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $99

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Automated Workflows
  • If-Then Scenarios in Workflow Steps
  • Task Management
  • Seminar Management
  • Categorize and Tag Records
  • Clients’ Data Tracking
  • Reports
  • Activities Management
  • Free Database Migration
  • Integrations
  • Broadcast Emails

Pricing Info

Redtail CRM offers a single enterprise pricing plan for all users. Here are the details:

  • $99/month/database
  • Includes 15 users
  • Unlimited leads, contacts, reminders, and tasks
  • Complimentary database conversions
  • Broadcast emails
  • Mobile app
  • Custom exporting
  • Access anywhere, anytime
  • Backup and disaster recovery
  • Document management
  • Workflow processes
  • Categorize and tag client records
  • Detailed reports
  • Seminar management
  • Free support

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

KMS Financial Servies Inc., Cambridge Investment Research Inc., United Planners Financial Services

Integrations

Redtail CRM works seamlessly with the following services:

  • Morningstar
  • Riskalyze
  • LaserApp
  • Allbridge
  • MoneyGuidePro

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Redtail CRM is a web-based customer relationship management software which is designed exclusively for financial professionals.

Company Email

support@redtailtechnology.com

Contact No.

Company's Address

11285 Pyrites Way, Suite B
Gold River, CA 95670
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $24

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Lead Management
  • Sales Pipeline
  • Email Automation
  • Sales Reporting
  • 360° View of Customer
  • Import Leads From Any Source

Pricing Info

$24 Per user/month (billed annually)

$32 month-to-month

  • Sales Bots: Put your sales on autopilot
  • Fully Customizable CRM: CompanyHub can be fully customized for your industry with just drag-and-drop
  • Ultimate Sales Toolkit: Email Sync, Bulk Mail, Unlimited Email Tracking (Even from Gmail), Scheduling & Remind if no reply.
  • Sales Analytics: Get the insights you need in just clicks. Do reporting on almost anything

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Hackerearth, Finatel, Indorse

Integrations

Integration with third-party application lets you add more features as you see fit. From among thousands of applications on the web these days, CompanyHub lets you expand on its capabilities via:

  • Office 360
  • Zapier Integration
  • Gmail and Google Calendar
  • PieSync Connector
  • REST API
  • Web to Lead

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

CompanyHub is a robust, feature-rich customizable CRM platform packed with powerful reporting, email sync, and bulk mail capabilities.

Company Email

support@companyhub.com

Contact No.

Company's Address

Sanjivani, Gandharv Nagari, Nasik Road,
Nashik - 422101,
Maharashtra
India

Salesforce CRM

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.7

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Account and Contact Management
  • Opportunity Management and Score
  • Lead Management
  • Sales Data
  • File Sync
  • File Sharing
  • Sales Forecasting
  • Salesforce Mobile App
  • Contact Manager
  • Real-Time Visibility
  • Drag-and-Drop Interface
  • Dashboards
  • Visual Workflow
  • Multi-Currency Support
  • In-Line Editing
  • Lead Assignment and Routing
  • Rules-Based Lead Scoring
  • Einstein Lead Scoring
  • Web-to-Lead Capture
  • Campaign Management
  • Duplicate Blocking
  • Mass Email
  • Salesforce Engage
  • Email Templates
  • Campaign Influence
  • Einstein Activity Capture
  • Calendar
  • Sales Console App
  • Enterprise Territory Management
  • Opportunity Splits
  • Salesforce CPQ and Billing
  • Contracts, Orders, Quotes, Products, and Price Books
  • Chatter, Files, Topics, and Recommendations
  • Case Management
  • Lightning Bolt Solutions
  • Partner Communities
  • Lead Registration
  • Roles and Permissions
  • Process Builder
  • Lightning Platform
  • Web Services API
  • Google Apps Integration
  • File Storage Per User
  • Sandbox

Pricing Info

Salesforce CRM offers four SMB and enterprise pricing plans billed annually. Give the details a look, and select your plan. You can also test Salesforce with a free demo version of the software. Start your free demo of Salesforce here.

Lightning Essentials – $25/user/month

  • Account & Contact Management
  • Opportunity Management
  • Lead Management
  • Web-to-Lead Capture
  • Email Templates
  • Task Management
  • Activity Feed
  • Salesforce Mobile App (with Offline Functionality)
  • Chatter
  • Files
  • Configurable Reports and Dashboards
  • Case Auto-Assignment
  • Case Management
  • AppExchange
  • Lightning App Builder
  • Einstein Activity Capture
  • Data and File Storage per User
  • Inbox Mobile and Desktop Apps
  • Unlimited Online Training
  • Online Case Submission
  • Standard Success Plan

Lightning Professional – $75/user/month

  • All Features of Lightning Essentials, plus…
  • Lightning for Gmail/Outlook
  • Topics and Recommendations
  • Developer Sandbox
  • Lead Assignment and Routing
  • Mass Email
  • 2 Roles and Permission, Profiles and Page Layouts
  • 1 Sales Console App
  • 3 Record Types per Object
  • 5 Process Builder per Org
  • Rules-Based Lead Scoring
  • Person Accounts
  • Order
  • Lightning Sync
  • Products and Price Books
  • Quotes
  • Contracts
  • Google Apps Integration
  • Duplicate Blocking
  • Campaign Management
  • Forecasting Mobile App
  • Lead Registration
  • 3 Campaign Influence
  • Collaborative Forecasting
  • Knowledge (read-only)

Lightning Enterprise – $150/user/month

  • All Features of Lightning Professional, plus…
  • 5 Campaign Influence
  • Sales Teams
  • Calendar
  • Opportunity Score
  • Forecasting: Custom Opportunity Fields
  • Opportunity Splits
  • Enterprise Territory Management
  • Advanced Reporting Features
  • Lightning Platform
  • Unlimited Process Builder per Org
  • Workflow and Approval Automation
  • Unlimited Roles and Permissions, Record Types per Object, Configurable Profiles and Page Layouts
  • 1 Partial Sandbox
  • Web Services API

Lightning Unlimited – $300/user/month

  • All Salesforce CRM Features and Capabilities

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Time Warner Cable, Dell, American Red Cross, Comcast, Wells Fargo

Integrations

Salesforce CRM integrates with the following business systems and applications:

  • Force.com
  • Heroku
  • ExactTarget Fuel
  • Third-party apps at Salesforce AppExchange
  • Service Cloud
  • Marketing Cloud
  • Pardot,
  • Desk.com
  • Analytics Cloud
  • Data Cloud
  • JIRA
  • Freshdesk
  • FinancialForce
  • LeadExec
  • Samanage
  • Zuora
  • Zendesk

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Salesforce CRM is a software app that lets you track all customer information and interactions in one location to follow more leads.

Company Email

info@salesforce.com

Contact No.

Company's Address

Salesforce.com, Inc.
The Landmark at One Market
Suite 300
San Francisco, CA 94105
USA

When you select a software that you are sure will work best for your company you shouldn’t just limit yourself to what reviewers have to say about it. In many cases individual experience with the solution may be different, depending on specific preferences and work processes. That’s why in our reviews we also offer our User Satisfaction Rating for every app to give you a quick impression of how actual users of Redtail CRM and CompanyHub CRM estimate their contact with the product. Our algorithm is based on advanced analysis of product appearances on other sites, social media as well as blogs, so you are going to receive a comprehensive and credible overview of what other people think about each app. In this case Redtail CRM has a total satisfaction rating at 100% while for CompanyHub CRM 100% of users say they had a positive experience with it.

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