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Compare SoGoSurvey vs Redtail CRM

What is better SoGoSurvey or Redtail CRM? There are many CRM Software products in the market these days. The ideal way to find out which service fits your needs best is to check them side by side. For instance, here you can assess SoGoSurvey and Redtail CRM for their overall score (9.2 vs. 9.0, respectively) or their user satisfaction rating (100% vs. 100%, respectively).

You can also review their functions and pricing terms as well as other useful data below. When matching products be sure to analyze their corresponding advantages and mark their distinctive elements to have a clearer picture of both deals. Similarly, remember to check other factors including security, backup, ease-of-use, and customer service.

We realize that not all people have the time to examine a wide range of different products, so we came up with a list of suggestions that you may find useful. Our top choices for the Survey Software category are: Qualtrics Research Core, SoGoSurvey, SurveyMonkey.

NOAWARDS
YET

SmartScore™

OUR SCORE 9.2

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $199

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Unlimited survey creation
  • Basic and advanced question types
  • Add and edit your own logo
  • Custom messages
  • Survey templates
  • Hide irrelevant questions and question skip logic
  • Full control of survey themes, colors, fonts and more
  • Graphical analysis of results ready to export to PowerPoint and Word
  • Fully customized and personalized email invitations
  • Randomize questions and answer options
  • Data exports (CSV, Word, PPT, XLS)
  • Advanced reporting and analysis
  • Guaranteed anonymous surveys
  • Advanced skip logic
  • Pre-fill known data into visible and hidden fields
  • Auto-translate multilingual surveys
  • Create quiz with automatic scoring
  • Display custom messages based on quiz scores
  • Trend analysis and data comparison
  • Autosave responses
  • Schedule delivery of saved reports
  • Branded URL
  • Multiple users for collaboration and enterprise deployment
  • Admin dashboard and user controls
  • Powerful data segmentation and data visualization
  • Text analysis and statistical significance
  • Single Sign-On (SSO)
  • Share dynamic links to reports and dashboards
  • Closed-loop feedback email alerts
  • Salesforce integration
  • API
  • Advanced security management
  • Limit account access to trusted networks
  • HIPAA compliance with BAA

Pricing Info

SoGoSurvey has a variety of pricing plans that you can choose from. Here are the details:

Survey Tool

Basic – Free

  • Basic features
  • Unlimited survey creation
  • 200 responses per year

Plus – $299 per year

  • Basic features
  • All basic and advanced question types
  • Add your own survey logo
  • Edit logo within platform
  • Show custom thank you message
  • Copy survey
  • Simple skip logic
  • Export data to Excel

Pro – $199 per month or $788 per year

  • All Plus plan features
  • More question types, including Image Choice and Grids
  • Hide irrelevant questions and question skip logic
  • Full control of survey themes, colors, fonts and more
  • Graphical analysis of results ready for export to PowerPoint and Word
  • Fully customized and personalized email invitations
  • Randomize questions and answer options
  • Data exports (CSV, Word, PPT, XLS)

Premium – $299 per month or $1,118 per year

  • All Pro plan features
  • Advanced reporting and analysis
  • Guaranteed anonymous surveys
  • Advanced skip logic
  • Pre-fill known data into visible and hidden fields
  • Auto-translate multilingual surveys
  • Create quiz with automatic scoring
  • Display custom messages based on quiz scores
  • Trend analysis and data comparison
  • Autosave responses
  • Schedule delivery of saved reports

Enterprise – Contact vendor

  • All Premium features
  • Branded URL
  • Multiple users for collaboration and enterprise deployment
  • Admin dashboard and user controls
  • Powerful data segmentation and data visualization
  • Text analysis and statistical significance
  • Single Sign-On (SSO)
  • Share dynamic links to reports and dashboards
  • Closed-loop feedback — email alerts
  • Salesforce integration
  • API
  • Advanced security management
  • Limit account access to trusted networks
  • HIPAA compliance — with BAA

Quiz Tool

Pro – included with survey tool

  • All Plus plan features
  • More question types, including Image Choice and Grids
  • Hide irrelevant questions and question skip logic
  • Full control of quizzes themes, colors, fonts and more
  • Graphical analysis of results ready for export to PowerPoint and Word
  • Fully customized and personalized email invitations
  • Randomize questions and answer options
  • Quizzes with custom feedback
  • Data exports (CSV, Word, PPT, XLS)

Premium – included with survey tool

  • All Pro plan features
  • Advanced reporting and analysis
  • Guaranteed anonymous quizzes
  • Advanced skip logic
  • Pre-fill known data into visible and hidden fields
  • Auto-translate multilingual quizzes
  • Create quiz with automatic scoring
  • Display custom messages based on quiz scores
  • Trend analysis and data comparison
  • Autosave responses
  • Schedule delivery of saved reports

Enterprise – Contact vendor

  • All Premium features
  • Branded URL
  • Multiple users for collaboration and enterprise deployment
  • Admin dashboard and user controls
  • Powerful data segmentation and data visualization
  • Text analysis and statistical significance
  • Single Sign-On (SSO)
  • Share dynamic links to reports and dashboards
  • Closed-loop feedback — email alerts
  • Salesforce integration
  • API
  • Advanced security management
  • Limit account access to trusted networks
  • HIPAA compliance — with BAA

Customer Experience – Contact vendor

Employee Experience – Contact vendor

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Accenture, Yamaha, FedEx

Integrations

SoGoSurvey integrates seamlessly with the following third-party applications:

  • Salesforce
  • Asana
  • Zapier
  • Zendesk
  • Basecamp
  • Google Analytics
  • Trello
  • Gmail
  • Slack
  • HubSpot CRM
  • Infusionsoft
  • ClickSend

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

A comprehensive customer feedback survey system designed to fit across industries. It collects customer and employee feedback and conducts engagement surveys. The platform also has a robust quiz maker and advanced survey tools to enhance the user experience.

Company Email

support1@sogosurvey.com

Contact No.

Company's Address

SoGoSurvey
2291 Wood Oak Drive
Suite 300
Herndon, VA 20171

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

All the data, information and experiences that we provided in this table were collated from official company sites, promotional content available online, actual experience from real users as well as our individual everyday use of every software by a professional reviewer. We put a lot of effort to extensively analyze every service, as a result we not only analyze it internally, but we also compare our findings with opinions of other users from the SaaS community.

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