Overview

Pipedrive is one of the most affordable and user-friendly CRMs available. It was designed by sales reps for sales reps and includes a full suite of sales tools to help you close deals faster. The user-friendly Kanban-style interface lets you view your sales performance at a glance. It also provides an AI assistant to keep users on task and ensure no client or deal slips through the cracks.
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

Pipedrive's ease of use sets it apart from other CRM systems. The intuitive interface requires little to no training to navigate. If you do get lost, Pipedrive's AI assistant is there to guide you through the platform. The dashboard gives you a visual overview of your sales data, divided into categories such as products, services, and sales reps. You can design your pipelines using drag and drop tools and watch your sales cycle in real-time. It also provides an AI assistant that sifts company data and guides the sales team to their next best step.
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

All plans offer 24/7 email and chat support. In addition, Pipedrive provides you with an online knowledge base containing FAQs and informative articles. If you are looking for training videos and tutorials, look to the online Pipedrive Academy. Then there's the Pipedrive community which offers advice from experienced users. Phone support is only available for Enterprise subscriptions.
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?

Thanks to the affordable price tag and easy onboarding, thousands of small organizations and freelancers use Pipedrive CRM. It is also well-suited to larger companies that are focused on sales. Any business that wants to manage leads and speed up its sales cycle can benefit from Pipedrive CRM. However, if you're looking for a more comprehensive tool that includes marketing and service departments, Pipedrive is probably not the CRM 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

3.5
4.1

API Access

yes
no

Free Trial

yes
yes

Free Version

no
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