Redtail CRM
Redtail is a web-based client relationship management solution for the financial advisors.
Market Share of Redtail CRM
Current Customer(s)
429
Market Share (Est.)
0.09%
Ranking
#51
Top Competitors and Alternatives of Redtail CRM
The top three of Redtail CRM’s competitors in the CRM Platforms category are Salesforce with 25.27%, Salesforce CRM with 24.31%, HubSpot CRM with 5.17% 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 25.27%, Salesforce CRM with 24.31%, HubSpot CRM with 5.17% market share.
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Redtail CRM vs Salesforce CRM
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Customers of Redtail CRM
Around the world in 2025, over 429 companies have started using Redtail CRM as CRM Platforms tool.
| Customers | Employee Range | City | Region | Country | Social Links |
|---|---|---|---|---|---|
| Sound Income Group | 100 - 249 | Fort Lauderdale | Florida | United States |     |
| Redtail Technology | 100 - 249 | Sacramento | California | United States | |
| Protection Point Advisors | 20 - 49 | Roseville | California | United States | |
| Cfd Investments | 20 - 49 | Kokomo | Indiana | United States | |
| ArrowStar Financial | 20 - 49 | Jacksonville | Florida | United States | |
| The Hancock Group | 20 - 49 | Altoona | Pennsylvania | United States | |
| Baker Wealth Management | 20 - 49 | Charlotte | North Carolina | United States | |
| Sound Income Academy | 20 - 49 | Fort Lauderdale | Florida | United States | |
| Continuum Advisory | 20 - 49 | Eagle | Idaho | United States | |
| Affinity Advisory Network | 10 - 19 | Canton | Ohio | 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 Financial Planning (86), Retirement Planning (83), Wealth Management (61).
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 (190 companies), 20 - 49 employees (123 companies), 100 - 249 employees (33 companies).
Employee Size
Redtail CRM Customers by Geography
The top three geographies of Redtail CRM for crm-platforms are the United States with 414(96.73%), United Kingdom with 3(0.70%), Canada with 3(0.70%) 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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