Overview

Bitrix24 is a full-featured CRM platform with a free version for unlimited users. It offers an extensive set of tools for sales, service, and marketing. As such, Bitrix24 can feel large and unwieldy to use--the interface is crowded with features. This presents a steep learning curve, and training will be necessary. However, few vendors offer such a full sweep of CRM features at such a great price.
In the financial services business, Redtail Technology is a major provider of web-based CRM, compatible text messaging solutions (Redtail Speak), paperless offices, and email archiving solutions. The company is dedicated to assisting consultants in effectively growing their businesses by providing them with the basic technologies that power their day-to-day operations, delivering low-cost and simple-to-implement apps, and integrating with many of the industry's most extensively used apps.

Ease of use

Bitrix24 specializes in team management. After creating an account, you can invite your staff to the platform, assign tasks and see each other's progress on a multifunctional dashboard. The dashboard and overall layout of the CRM can be confusing, however. One of the particular design failings is you cannot remove options--you can only add more, creating a crowded UI.
For the most part, the software is quite user-friendly, but there will be a learning curve to get the most out of all the functions. It's not completely obvious, but they offer really decent assistance and a lot of information on their website to assist you with any navigation or feature concerns. There's also Redtail University, which covers the country and provides in-depth support to those willing to pay the $425 per person entrance fee to each event. Of course, this is a major additional expense on top of the software to consider.

Support

The Bitrix24 knowledge database is extensive, and you can answer most of your questions there. The articles are divided by topics and creation date, so it is easy to navigate. The blog also provides valuable insights on getting the most out of Bitrix24. Bitrix24 even has its own YouTube channel with tutorials on CRM use. Training courses for developers and administrators are available. And if you still can't find an answer to your questions, they offer email support.
Redtail CRM provides excellent customer service. They have an 800-number clearly displayed at the top of their website, as well as a direct support email address. A phone call to that number brought a live person on the line with little wait time, and the person was quite helpful in answering my question. If you're looking for answers online, you may visit the Redtail Helpdesk, which has a variety of information on how to use their program as well as solutions to some common issues.

Who is it for?

Bitrix24 offers a rich feature set that can meet the needs of businesses of every size and industry. However, smaller organizations may find themselves overwhelmed by too many features. You can make use of the free version or set up a free trial of their paid plans to see if it's the right fit for you.
Redtail CRM is one of Redtail Technology's several products. It's a web-based platform geared directly at financial professionals, and it looks to be suitable for small sales operations, whether direct to consumer or B2B. (business to business).

Ease of Use

3.7
4

Support

3.8
4.1

API Access

yes
no

Free Trial

yes
yes

Free Version

yes
no

Contact Management

yes
yes

Molile Access

yes
no

Task Management

yes
yes

Social Integration

yes
no

Email Marketing

yes
yes

Analytics & Dashboard

yes
yes

Lead Management

yes
yes

Marketing Automation

yes
no

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison