Overview

Comprehensive customization options give Zoho an edge over other CRM systems. Zoho subscribers get the freedom to set up the system the way they want. The platform also integrates with thousands of third-party apps and software. In addition to being a flexible solution, Zoho CRM is affordable and includes a free version for up to three users.
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

Zoho CRM's interface looks a little dated, but in terms of functionality, the system has everything you need to manage your sales, marketing, and service departments. A horizontal dashboard contains tabs for sales, leads, accounts, contacts, reports, and more. These settings can be customized to your preferences. You also have a homepage displaying open tasks, today's leads, and meetings. This can also be personalized, so the information you use most is front-and-center. And unlike many CRM systems, you don't have to worry about storage capacity. You get up to 100,000 contacts, so you can be sure every customer is served.
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

Zoho provides standard support tools, including an online knowledge base, community forums, customer portal, and email support. Depending on your subscription package, you may receive remote assistance, live chat, and phone support five days per week. The more advanced your subscription, the faster the response time. Those customers with a yearly subscription for 25+ users may subscribe for enterprise support, which will cost 25% of the annual fee. It includes comprehensive technical assistance and a one-hour response time. You will also have early access to new features and advice on improving your Zoho experience.
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?

Zoho is a flexible CRM solution, making it a good match for businesses with a unique business model. It provides an API, allowing subscribers to integrate with virtually any third-party tool. As for the other functionality, Zoho offers every feature the average B2B, B2C, or small to medium-sized business may need. The free plan for up to three users makes it a good choice for solo entrepreneurs too.
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

4.1
4

Support

4
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