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RedTail CRM

RedTail CRM is the customer relationship management solution, that could assist businesses of all sizes be it small, mid-sized or the large enterprises. The web-based solution can integrate with other tool such as the Financial Advisor. The workflow management capability of the solution is one of the important features. It includes the documentation of the client request and the instructions, verification of the funds, calling the client, electronic fund transfer, and others.

The features of RedTail CRM are document storage, email marketing, database migration, records and tags management, seminar management, automated office operations, and reporting the client information. The CRM helps to send bulk emails and attachments to clients. It helps them to manage the crucial seminars, and reports of all activities. It also integrates with the MoneyGuidePro, Morningstar, Albridge, riskalyze, for allowing users to import the data.RedTail integrations are one of the beneficial part of the CRM program.

The benefits of RedTail CRM are it is cost-effective, and saves the time of the user.

Companies that use RedTail CRM

Company Name Website Revenue Location
HUB International $10 Billion United States
Resorts World Las Vegas $950 Million United States
Cetera Financial Group $1 Billion United States
LPL Financial $7 Billion United States
Mariner Wealth Advisors $3 Billion United States

Companies Using RedTail CRM, Market Share & Customers List

CRM Market Share (in %)

Number of RedTail CRM Customers Based on Different Selects

RedTail CRM Customers by Country

RedTail CRM Customers by US State

RedTail CRM Customers by Industry

RedTail CRM Customers by Revenue

RedTail CRM Customers by Employee Size

Records Available by Segment

Total Contacts

Total Postal Universe

Total Emails Available

Total Phone Numbers

Companies Using RedTail CRM (Sample Data)

Company Name Website Address Address 1 City State Zipcode Country Phone Number
Advisorengine, Inc. 3**1 Trust Drive Raleigh NC 27616 United states (8*6) 8*6-2*31
Balanced Financial Concepts 30*05 Bainbridge Road Suite 1*0 Solon OH 44139 United states (4*0) 34*-51**
Bluespring Wealth Partners 57*7 Southwest Parkway Building 2, Suite 4*1 Austin TX 78735 United states (88*) 66*-02*7
Cetera Financial Group, Inc. 20* N. Pacific Coast Highway Suite 1**0 El Segundo CA 90245 United States (8*8) 4*6-2**4
Fortitude Investment Group Llc 4*7 East Main Street Suite 3*0> Port Jefferson NY 11777 United states (6*1) 4*4-1**0

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    Data Fields Available:
    Company Name Mailing Address Phone Number Website URL
    Industry SIC Code NAICS Code Revenue
    Employee Size Entity type Ownership type  
    Data Fields Available:
    Contact name First Name Middle Name Last Name
    Job Title Email Address Company Name Mailing Address
    Phone Number Website URL SIC Code NAICS Code
    Revenue Employee size executive profile (Optional field) Entity type (Optional field)
    Ownership type (Optional field)

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