Our analysts compared Redtail CRM vs Pipeliner CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Analyst Rating
User Sentiment
Redtail CRM is a web-based client relationship management solution tailored specifically for financial advisors and their teams. It helps simplify client management, automate workflows and improve collaboration within financial services firms. The platform also includes compliance features to meet regulatory requirements and offers opportunity tracking for managing sales pipelines.
It’s best suited for mid-sized to large financial advisory firms that need complex workflow management and extensive customization. It's helpful for teams managing intricate client relationships and requiring integration with other financial software.
Users like Redtail's feature set and its ability to handle complex workflows. They find the customization options useful, though they come with a steep learning curve. Some users report challenges with the system's speed, occasional glitches and a sometimes overwhelming interface. The quality of customer support has mixed reviews, with some users finding it lacking in responsiveness.
Starting at $39 per month per user, Redtail CRM is an affordable solution in the long term, especially given its industry-specific features. However, some key features, such as email integration, may come with additional costs.
Pipeliner CRM is a visually oriented customer relationship management solution that stands out for its intuitive interface and feature set. The platform excels in customization, allowing businesses to tailor the CRM to their specific needs without requiring extensive technical knowledge.
Key features include reporting tools, mobile functionality through native iOS and Android apps, and team collaboration capabilities. Pipeliner is well-suited for small to large-sized businesses and sales teams that value visual data representation and ease of use. It can accommodate various industries and use cases, from basic sales tracking to complex, multi-stage sales processes.
User reviews highlight Pipeliner's visual pipeline management as a major strength. Many appreciate the minimal training required to get started with the platform. However, some users have noted challenges with integrations and expressed concerns about pricing relative to available features.
It offers four pricing tiers, ranging from $65 to $150 per user per month when billed annually. The Starter plan, suitable for small teams, requires a minimum of three users. The Enterprise plan at $115 per user per month is the most popular option, offering advanced reporting and customization features.
among all CRM Software
Redtail CRM has a 'great' User Satisfaction Rating of 86% when considering 259 user reviews from 4 recognized software review sites.
Pipeliner CRM has a 'excellent' User Satisfaction Rating of 93% when considering 790 user reviews from 5 recognized software review sites.
SelectHub research analysts have evaluated Pipeliner CRM and concluded it deserves the award for the Best Overall CRM Software available today and earns best-in-class honors for Opportunity Management, Sales Performance Management and Team Collaboration. Pipeliner CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.
Testing Redtail CRM’s full Growth plan was a rollercoaster of impressions. I’d say it’s an adequate tool for finance professionals, but be prepared for a steep learning curve."One of Redtail's standout features is its workflow capabilities. I was impressed by how it helps build complex, detailed workflows to track each piece of business from start to finish. This undoubtedly prevents missed opportunities and service issues. That said, for smaller offices, this feature might be overkill, potentially creating more work than it saves.The customization options are extensive. You can tailor almost every field to fit specific business needs, which is great for those willing to invest the time to set it up properly. And therein lies the rub — it took a lot of trial and error to get the system working smoothly for our team.I appreciated the mobile syncing feature, which kept my contacts and calendar at my fingertips. The calendar view in Redtail is also quite good, and the ability to set different permissions for each staff member is a nice touch.The system can be frustratingly slow at times, and I experienced glitches, particularly when integrating with other software. So, expect some potential technical hiccups along the way.While Redtail is a good choice for managing workflows and generating professional-looking reports, I found it less suitable for complex marketing campaigns or deep customer data analysis. It's worth noting that it's designed specifically for the financial services industry, which limits its flexibility compared to more general CRM platforms.Redtail CRM is a potent tool that can be incredibly useful once you've climbed the steep learning curve. It's best suited for complicated teams in the financial services sector who are willing to invest time in learning its nuances and customizing it to their needs.
Through our thorough analysis and tests, we've found Pipeliner CRM to be a reliable and user-friendly solution that stands out in several key areas. Its visual approach to pipeline management makes it easy to track and manage sales opportunities at a glance. We were particularly impressed by how intuitive the interface is — you can get up and running quickly without extensive training.Pipeliner's customization capabilities let you tailor fields, create custom modules or design specific workflows, adapting to your business needs effortlessly. The mobile apps for iOS and Android are also noteworthy, offering full functionality on the go.Pipeliner excels in promoting team collaboration, with features like the “Feeds” that keep everyone on the same page. The reporting tools are comprehensive, allowing for detailed insights into your sales processes.However, it's worth noting that some users have reported challenges with integrations. While Pipeliner likely offers integration options, they may not be as extensive as some other CRMs in the market, like Zoho, Salesforce or Hubspot. Additionally, a few users felt the pricing was on the higher side for the features offered.All around, Pipeliner CRM is well-suited for organizations that value a clear, visual representation of their sales pipeline and need a system that can grow and adapt to their business. While it offers many advantages, potential users should consider their specific integration needs and budget constraints when evaluating the software.
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