Redtail CRM
Redtail is a web-based client relationship management solution for the financial advisors.
Market Share of Redtail CRM
Current Customer(s)
1090
Market Share (Est.)
0.13%
Ranking
#42
Top Competitors and Alternatives of Redtail CRM
The top three of Redtail CRM’s competitors in the CRM Platforms category are Salesforce with 27.12%, Salesforce CRM with 21.57%, HubSpot CRM with 7.35% market share.
Popular Comparisons
Top Competitors and Alternatives of Redtail CRM
The top three of Redtail CRM’s competitors in the CRM Platforms category are Salesforce with 27.12%, Salesforce CRM with 21.57%, HubSpot CRM with 7.35% market share.
Redtail CRM vs Salesforce
Redtail CRM vs Salesforce CRM
Redtail CRM vs HubSpot CRM
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Customers of Redtail CRM
Around the world in 2026, over 1076 companies have started using Redtail CRM as CRM Platforms tool.
| Customers | Employee Range | City | Region | Country | Social Links |
|---|---|---|---|---|---|
| University Of South Florida | 10,000+ | Tampa | Florida | United States |     |
| Transamerica | 10,000+ | Baltimore | Maryland | United States | |
| Salesforce | 10,000+ | San Francisco | California | United States | |
| New York Life Insurance | 10,000+ | New York City | New York | United States | |
| Hub International Ltd. | 10,000+ | Chicago | Illinois | United States | |
| Accenture | 10,000+ | Dublin | Leinster | Ireland | |
| Broadridge | 10,000+ | New York City | New York | United States | |
| Capgemini | 10,000+ | Paris | Ile-de-France | France | |
| AXA | 10,000+ | Paris | Ile-de-France | France | |
| Fidelity Investments | 10,000+ | Boston | Massachusetts | United States | |
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Redtail CRM Customers by Products and Services
The top three products and services offering customers that use Redtail CRM for CRM Platforms are Retirement Planning (207), Financial Planning (204), Wealth Management (138).
Customers
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Redtail CRM Customers by Employee Size
The majority of Redtail CRM's customers for the crm-platforms category fall in the company size of 0 - 9 employees (525 companies), 20 - 49 employees (310 companies), 100 - 249 employees (97 companies).
Employee Size
Redtail CRM Customers by Geography
The top three geographies of Redtail CRM for crm-platforms are the United States with 1050(97.95%), United Kingdom with 5(0.47%), Canada with 4(0.37%) customers respectively.
Customers
Employees of Redtail CRM
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FAQ
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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