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Compare Redtail CRM vs SalezShark

What is better Redtail CRM or SalezShark? When looking for the proper CRM Software for your enterprise our recommendation is that you evaluate the features, prices, as well as other crucial data concerning the product and vendor. Here, you can check the similarities and differences between Redtail CRM (overall score at 9.0 and user satisfaction at 100%) and SalezShark (overall score at 8.0 and user satisfaction at 100%).

You may also examine their particulars elements, for example features, plans, rates, terms and conditions, etc. What is more, read the terms carefully for information on hidden costs, including, installation, independent customer service, upgrade fees, disk space fees, and others.

Those of you who are pressed for time or would like to get a CRM Software advice from our experts may want to investigate these top choices for this year: 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 $20

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Sales Automation
  • Marketing Automation
  • Relationship Intelligence
  • Unified Data Solution
  • Cloud Telephony
  • Campaign Dashboard
  • Campaign Management
  • Email Marketing
  • Contact History
  • Contact Management
  • Contact Scheduler
  • Contract Management
  • Customer Database
  • Lead Management
  • Lead Tracking
  • Mailing List Management
  • Multi-Channel Marketing
  • Newsletter Management
  • Product Catalog
  • Referral Tracking
  • Social Media
  • Document Management
  • Employee Directory
  • Mail Merge
  • Quote Management
  • Territory Management
  • Performance Reporting
  • Outlook Plugin
  • Integrations
  • iOS & Android Apps

Pricing Info

Salezshark offers three SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your company:

Shark Basic – $20/user/month

  • Lead Management
  • Activities & Tasks
  • Account & Contact Management
  • Opportunity Tracking
  • Forecasting
  • Reporting & Dashboard
  • Social Intelligence
  • Email Integration
  • *Campaign 360°
  • Administration

Shark Pro – $49/user/month

  • Lead Management
    Web2Lead Capture
    Assignment & Tracking
  • Reporting & Dashboard
    Standard Reports + 5 Custom Reports
  • Relationship Cloud
    Internal & External Connections
  • Chat Feature
  • + Starter

Enterprise – By quote

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

SalezShark integrates with the following business systems and applications:

  • Facebook
  • Twitter
  • LinkedIn
  • Dataguru
  • Justdial
  • GlobalData
  • SnapEngage
  • Intercom
  • MyOperator
  • VICIdial
  • Avaya
  • Kayako
  • Mailgun
  • SendGrid

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

SalezShark is the next generation platform which gives businesses the power to build long lasting relationships with their clients.

Company Email

contact@salezshark.com

Contact No.

Company's Address

12801 Worldgate Dr, Ste 503
Herndon, VA
USA

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

No CRM Software will manate to cover all the requirements of a business. While main functionalities of Redtail CRM and SalezShark should matter you should also thoroughly study the integrations supported by a given solution. Very often your team will already be using some other SaaS software in your company and it’s much better to go with apps that integrate well with each other. That way you will be able to be certain of a reliable exchange of data between your teams and apps, which can really reduce time wasted on migrating between one app and the next.

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