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Redtail CRM

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Redtail is a web-based client relationship management solution for the financial advisors.

CRM Platforms
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Market Share of Redtail CRM

Current Customer(s)

457

Market Share (Est.)

0.10%

Ranking

#48

Top Competitors and Alternatives of Redtail CRM

The top three of Redtail CRM’s competitors in the CRM Platforms category are Salesforce with 25.71%, Salesforce CRM with 24.78%, HubSpot CRM with 5.16% market share.

TechnologyDomainsMarket Share (Est.)Versus page
Salesforce12351825.71%Redtail CRM vs Salesforce
Salesforce CRM11905024.78%Redtail CRM vs Salesforce CRM
HubSpot CRM248035.16%Redtail CRM vs HubSpot CRM
Thryv214324.46%Redtail CRM vs Thryv
Microsoft Dynamics CRM196094.08%Redtail CRM vs Microsoft Dynamics CRM
Odoo CRM183193.81%Redtail CRM vs Odoo CRM
Odoo173313.61%Redtail CRM vs Odoo
Salesforce Experience Cloud137442.86%Redtail CRM vs Salesforce Experience Cloud
SAP CRM127612.66%Redtail CRM vs SAP CRM
Freshworks CRM97902.04%Redtail CRM vs Freshworks CRM
Oracle CRM97672.03%Redtail CRM vs Oracle CRM
SAP Customer Data Cloud65301.36%Redtail CRM vs SAP Customer Data Cloud
Oracle Siebel64581.34%Redtail CRM vs Oracle Siebel
NetSuite CRM+55201.15%Redtail CRM vs NetSuite CRM+
Salesforce Mobile51341.07%Redtail CRM vs Salesforce Mobile
Salesforce Sales Cloud50091.04%Redtail CRM vs Salesforce Sales Cloud
Bloomerang49841.04%Redtail CRM vs Bloomerang
Microsoft Dynamics 365 CRM46330.96%Redtail CRM vs Microsoft Dynamics 365 CRM
Pega36360.76%Redtail CRM vs Pega
Zendesk Sell32010.67%Redtail CRM vs Zendesk Sell
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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 25.71%, Salesforce CRM with 24.78%, HubSpot CRM with 5.16% market share.

Redtail CRM vs Salesforce

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Redtail CRM vs Salesforce CRM

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Redtail CRM vs HubSpot CRM

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Redtail CRM vs Thryv

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Redtail CRM vs Microsoft Dynamics CRM

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Redtail CRM vs Odoo CRM

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Redtail CRM vs Odoo

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Redtail CRM vs Salesforce Experience Cloud

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Customers of Redtail CRM

Around the world in 2024, over 456 companies have started using Redtail CRM as CRM Platforms tool.

CustomersEmployee RangeCityRegionCountrySocial Links
Redtail Technology100 - 249SacramentoCaliforniaUnited States
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Cfd Investments20 - 49KokomoIndianaUnited States
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The Hancock Group20 - 49AltoonaPennsylvaniaUnited States
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ArrowStar Financial20 - 49JacksonvilleFloridaUnited States
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Protection Point Advisors20 - 49RosevilleCaliforniaUnited States
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Continuum Advisory20 - 49EagleIdahoUnited States
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Affinity Advisory Network10 - 19CantonOhioUnited States
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Independent Wealth Network0 - 9UrbandaleIowaUnited States
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STEPHEN JUDGE0 - 9AshevilleNorth CarolinaUnited States
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ASTUTE WEALTH MANAGEMENT0 - 9Cameron ParkCaliforniaUnited 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 Financial Planning (90), Retirement Planning (89), Wealth Management (67).

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 (199 companies), 20 - 49 employees (136 companies), 100 - 249 employees (32 companies).

Employee Size

Redtail CRM Customers by Geography

The top three geographies of Redtail CRM for crm-platforms are the United States with 442(96.93%), United Kingdom with 3(0.66%), Canada with 3(0.66%) customers respectively.

Customers

Employees of Redtail CRM

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Also see other Products/Services by Redtail CRM in:

CRM Platforms

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.

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What is Redtail CRM customer distribution based on company size?

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What is Redtail CRM market share in the crm-platforms?

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What are the top countries that use Redtail CRM?

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What are the top industries that use Redtail CRM?

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