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Compare DealCloud and Redtail Technology 
Featured Products
At a Glance
Market Segments
Small-Business (69.2% of reviews)
Small-Business (90.8% of reviews)
Entry-Level Pricing
No pricing available
Contact Us
DealCloud
Star Rating
(31)4.3 out of 5
Market Segments
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about DealCloudRedtail Technology
Star Rating
(210)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Redtail Technology excels in user-friendliness, with many users highlighting its intuitive navigation and ease of use. One user mentioned, "The platform is easy to navigate and very user-friendly, which really helps make my job simpler."
- Users say that DealCloud offers strong support, with feedback praising their responsive customer service team. Reviewers appreciate the team's willingness to meet and address questions, making it easier to adapt the software to changing needs.
- According to verified reviews, Redtail Technology has a significant advantage in overall satisfaction, reflected in its higher G2 Score. Users feel that it provides a more organized experience, with one reviewer noting, "Ease of use to stay organized; the contact list is the best."
- Reviewers mention that DealCloud's intuitive UI is beneficial for managing contacts and deals, with users appreciating the ability to stay on top of active processes. This feature is particularly valuable for teams that need to track fast-moving deals effectively.
- G2 reviewers highlight that Redtail Technology's implementation process is quick and straightforward, which is a significant advantage for small businesses looking to get up and running without extensive delays.
- Users report that while DealCloud has strong capabilities in case management and reporting, it faces challenges in areas like pipeline management and messaging, where Redtail Technology tends to perform better overall.
Pricing
Entry-Level Pricing
DealCloud
No pricing availableRedtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
DealCloud
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
9.0
21
8.6
181
Ease of Use
8.0
22
8.6
185
Ease of Setup
7.5
12
8.5
97
Ease of Admin
8.3
5
8.8
60
Quality of Support
9.4
21
8.8
171
Has the product been a good partner in doing business?
8.7
5
9.0
62
Product Direction (% positive)
9.4
21
8.5
182
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
Agentic AI - SMS Marketing
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
Investment Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Fund Management
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Agentic AI - Venture Capital Management
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Usability
Not enough data
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Reliability
Not enough data
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Deal Identification - Deal Sourcing
4.7
5
Not enough data
7.0
5
Not enough data
5.3
5
Not enough data
5.7
5
Not enough data
Market Intelligence - Deal Sourcing
Not enough data
Not enough data
6.3
5
Not enough data
5.3
5
Not enough data
5.3
5
Not enough data
5.3
5
Not enough data
Workflow & Customization - Deal Sourcing
6.3
5
Not enough data
6.3
5
Not enough data
7.7
5
Not enough data
8.0
5
Not enough data
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
7.3
14
7.2
105
Platform Additional Functionality
6.9
14
7.5
93
8.3
14
8.6
114
8.3
13
7.9
95
7.3
13
7.6
100
6.2
13
6.6
80
Platform Reporting and Analytics
8.5
13
8.1
91
6.5
13
6.9
78
Customer Support
9.0
13
8.4
96
9.0
13
8.0
98
8.5
13
8.1
102
Feature Not Available
7.9
94
Marketing Automation
7.9
13
7.0
81
8.2
12
7.6
90
7.3
13
6.6
82
Sales Force Automation
8.5
13
6.9
83
8.1
12
8.2
95
7.1
12
6.1
72
7.2
12
5.9
72
Feature Not Available
6.9
73
Agentic AI - Financial Services CRM
6.0
7
6.5
17
Categories
Categories
Shared Categories
DealCloud and Redtail Technology are categorized as Financial Services CRM
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
26.9%
Financial Services
19.2%
Information Technology and Services
11.5%
Investment Banking
7.7%
Real Estate
3.8%
Other
30.8%
Financial Services
85.9%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.5%
Other
2.9%
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
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
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