Redtail is a web-based client relationship management solution for the financial advisors.
Current Customer(s)
Market Share (Est.)
Ranking
The top three of Redtail CRM’s competitors in the CRM Platforms category are Salesforce with 26.41%, Salesforce CRM with 24.98%, HubSpot CRM with 5.35% market share.
Popular Comparisons
The top three of Redtail CRM’s competitors in the CRM Platforms category are Salesforce with 26.41%, Salesforce CRM with 24.98%, HubSpot CRM with 5.35% market share.
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Around the world in 2024, over 553 companies have started using Redtail CRM as CRM Platforms tool.
Customers | Employee Range | City | Region | Country | Social Links |
---|---|---|---|---|---|
Redtail Technology | 100 - 249 | Sacramento | Arizona | United States | |
Chalice Network | 20 - 49 | San Diego | Florida | United States | |
Protection Point Advisors | 20 - 49 | Culver City | California | United States | |
CFD Investments, Inc. | 20 - 49 | Pittsburgh | Pennsylvania | United States | |
Baker Wealth Management | 20 - 49 | Charlotte | North Carolina | United States | |
Continuum Advisory | 20 - 49 | Honolulu | Hawaii | United States | |
ArrowStar Financial | 20 - 49 | Wilmington | North Carolina | United States | |
Balance Wealth Advisors | 20 - 49 | Wellesley | Massachusetts | United States | |
Midwestern Wealth Management | 10 - 19 | Springboro | Ohio | United States | |
Affinity Advistory Network, LLC | 10 - 19 | Canton | Ohio | United States |
The top three products and services offering customers that use Redtail CRM for CRM Platforms are Wealth Management (10), Investment Management (8), Retirement Planning (8).
Customers
The majority of Redtail CRM's customers for the crm-platforms category fall in the company size of 0 - 9 employees (280 companies), 20 - 49 employees (135 companies), 10 - 19 employees (32 companies).
Employee Size
The top three geographies of Redtail CRM for crm-platforms are the United States with 539(97.47%), Canada with 3(0.54%), India with 3(0.54%) customers respectively.
Customers
Find answers to the most often asked questions by users.
Who are the top Redtail CRM competitors?
Redtail CRM’s Top competitors in the crm-platforms category are Salesforce, Salesforce CRM, HubSpot CRM. You can view a full list of Redtail CRM competitors here. 6sense uses advanced data mining and AI algorithms to track customers and competitors of Redtail CRM and 40,000 other technologies on the internet. You can also compare Redtail CRM and its feature with top competitors here : Redtail CRM vs Salesforce Redtail CRM vs Salesforce CRM Redtail CRM vs HubSpot CRM.
What is Redtail CRM customer distribution based on company size?
What is Redtail CRM market share in the crm-platforms?
What are the top countries that use Redtail CRM?
What are the top industries that use Redtail CRM?
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