Compare DealCloud and Redtail Technology 
At a Glance
Market Segments
Small-Business (64.7% of reviews)
Small-Business (89.0% of reviews)
Entry-Level Pricing
No pricing available
$39.00 1 User Per Month
DealCloud
Star Rating
(17)4.4 out of 5
Market Segments
Small-Business (64.7% of reviews)
Entry-Level Pricing
No pricing available
Learn more about DealCloudRedtail Technology
Star Rating
(157)4.3 out of 5
Market Segments
Small-Business (89.0% of reviews)
Entry-Level Pricing
$39.00 1 User Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Redtail Technology excels in its Ease of Use with a score of 8.6, making it a preferred choice for small businesses looking for straightforward functionality, while DealCloud matches this score but is noted for its more complex features that may require additional training.
- Reviewers mention that DealCloud shines in Automation with a score of 9.4, particularly highlighting its robust Campaign Management and Lead Management features, which are seen as superior to Redtail's offerings in this area, which scored 7.5 and 8.2 respectively.
- G2 users indicate that Redtail Technology has a strong Quality of Support rating at 8.8, with many users appreciating the responsive customer service, whereas DealCloud's support is rated slightly higher at 9.0, with users noting the effectiveness of its Customer Support Portal.
- Users on G2 report that DealCloud's Reporting capabilities are particularly impressive, scoring 9.2, with features like Platform Reporting and Analytics being frequently praised, while Redtail's reporting features, scoring 8.4, are considered less comprehensive.
- Reviewers say that Redtail Technology's Text Messaging features, including Bulk SMS and Two-Way Text Messaging, are user-friendly and effective for small businesses, but DealCloud offers a more advanced suite of messaging tools, scoring higher in Messaging at 9.2.
- Users report that while both platforms offer Security features, DealCloud's emphasis on Data Encryption and compliance measures has garnered it a reputation for being more robust in this area, leading to a higher user confidence compared to Redtail Technology.
Featured Products
Sponsored
TaskSuite
(3)
Financial Services CRM
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Netcapz
(0)
Financial Services CRM
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Pricing
Entry-Level Pricing
DealCloud
No pricing availableRedtail Technology
Launch Plan
$39.00
1 User Per Month
Basic CRM including:
- Contact Management
- Document Storage
- Contact and Account-Level User Defined Fields
Free Trial
DealCloud
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
9.4
12
8.5
132
Ease of Use
8.7
13
8.6
133
Ease of Setup
Not enough data
8.5
56
Ease of Admin
Not enough data
8.7
49
Quality of Support
9.0
12
8.9
124
Has the product been a good partner in doing business?
Not enough data
9.0
50
Product Direction (% positive)
10.0
12
8.8
131
Features by Category
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
8.6
6
Not enough data
8.9
6
Not enough data
6.4
6
Usability
Not enough data
6.7
6
Not enough data
8.1
6
Not enough data
5.7
5
Reliability
Not enough data
7.8
6
Not enough data
7.5
6
Not enough data
9.4
6
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
9.4
6
7.3
58
Platform Additional Functionality
8.6
6
7.2
46
8.9
6
8.6
66
8.9
6
7.9
49
9.2
6
7.9
55
9.2
6
6.3
37
Platform Reporting and Analytics
9.2
6
8.4
47
8.9
6
6.6
34
Customer Support
9.4
6
8.5
49
8.6
6
8.0
52
8.9
6
8.2
56
9.2
6
8.2
48
Marketing Automation
9.4
6
7.3
38
9.4
6
7.7
46
9.4
6
6.8
38
Sales Force Automation
8.6
6
6.9
42
8.6
6
8.6
50
8.9
6
5.8
32
8.6
6
5.7
32
9.2
6
6.8
34
Categories
Categories
Shared Categories
DealCloud and Redtail Technology are categorized as Financial Services CRM
Unique Categories
DealCloud has no unique categories
Reviews
Reviewers' Company Size
DealCloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Venture Capital & Private Equity
17.6%
Information Technology and Services
17.6%
Financial Services
11.8%
Real Estate
5.9%
Investment Banking
5.9%
Other
41.2%
Financial Services
83.1%
Investment Management
6.5%
Insurance
2.6%
Marketing and Advertising
1.9%
Accounting
1.9%
Other
3.9%
Most Helpful Reviews
DealCloud
Most Helpful Favorable Review
Verified User in Financial Services
Deal cloud is user friendly, and allows me to know exactly who our company has interacted with in the past. It allows me to know what was discussed and what companies/individuals should be reached out to again in the near future.
Most Helpful Critical Review
Verified User in Information Technology and Services
I dislike DealCloud's high price, steep learning curve, and limited customization options.
Redtail Technology
Most Helpful Favorable Review
Verified User in Financial Services
We are a 2-person office, and Redtail keeps us rolling with tasks we can assign to each other, appointments that we can sync with our Outlook calendar, manages all of our business contacts, etc
Most Helpful Critical Review
Verified User in Medical Practice
It doesn’t tell me if I made a duplicate of a persons profile. Would be a nice feature.
Verified User in Financial Services
Deal cloud is user friendly, and allows me to know exactly who our company has interacted with in the past. It allows me to know what was discussed and what companies/individuals should be reached out to again in the near future.
Verified User in Financial Services
We are a 2-person office, and Redtail keeps us rolling with tasks we can assign to each other, appointments that we can sync with our Outlook calendar, manages all of our business contacts, etc
Verified User in Information Technology and Services
I dislike DealCloud's high price, steep learning curve, and limited customization options.
Verified User in Medical Practice
It doesn’t tell me if I made a duplicate of a persons profile. Would be a nice feature.
Discussions
DealCloud has no discussions with answers
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
Redtail Technology has no more discussions with answers
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