Redtail CRM
Redtail is a web-based client relationship management solution for the financial advisors.
Market Share of Redtail CRM
Current Customer(s)
557
Market Share (Est.)
0.11%
Ranking
#43
Top Competitors and Alternatives of Redtail CRM
The top three of Redtail CRM’s competitors in the CRM Platforms category are Salesforce with 26.47%, Salesforce CRM with 25.06%, HubSpot CRM with 5.68% 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 26.47%, Salesforce CRM with 25.06%, HubSpot CRM with 5.68% market share.
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Customers of Redtail CRM
Around the world in 2024, over 557 companies have started using Redtail CRM as CRM Platforms tool.
| Customers | Employee Range | City | Region | Country | Social Links |
|---|---|---|---|---|---|
| Lincoln National Corporation | 10,000+ | Radnor | Pennsylvania | United States |     |
| Fidelity Investments | 10,000+ | Boston | Massachusetts | United States | |
| Ameriprise Financial, Inc. | 10,000+ | Minneapolis | Minnesota | United States | |
| Northern Trust Corporation | 10,000+ | Chicago | Illinois | United States | |
| University Of South Florida | 10,000+ | Tampa | Florida | United States | |
| Mphasis | 10,000+ | Bengaluru | Karnataka | India | |
| Hub International Ltd. | 10,000+ | Chicago | Illinois | United States | |
| Transamerica | 10,000+ | Cedar Rapids | Iowa | United States | |
| Raymond James Financial | 10,000+ | St. Petersburg | Florida | United States | |
| Robert Half International, Inc. | 10,000+ | Menlo Park | California | 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 (104), Retirement Planning (98), Wealth Management (69).
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 (285 companies), 20 - 49 employees (88 companies), 10 - 19 employees (59 companies).
Employee Size
Redtail CRM Customers by Geography
The top three geographies of Redtail CRM for crm-platforms are the United States with 541(97.48%), Canada with 3(0.54%), India with 3(0.54%) 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?
Justine Lyon
Senior VP of Sales, Ally
At my previous organization we used Zoominfo and LInkedIn Navigator for contact, Bombora for intent and DiscoverOrg for account info. When I joined Ally where we use 6sense, I found it to be as valuable as all the other tools combined!
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