Redtail Overview

Redtail offers web-based CRM software for Financial Advisors. It integrates deeply with popular financial tools.

Use Cases

Customers recommend Relationship Management, Engaging And Following Up, Content Management, as the business use cases that they have been most satisfied with while using Redtail.

Other use cases:

  • Lead Qualification: Technographic
  • Generation Of New Leads
  • Workflow Management
  • Drip Marketing
  • Billing And Invoice Management
  • Coaching
  • Sending & Publishing Communications
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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Redtail.

Other priorities:

  • Scale Best Practices
  • Enter New Markets Internationally Or Locally
  • Improve Internal Communications
  • Grow Market Share
See all business priorities See less business priorities

Redtail Use-Cases and Business Priorities: Customer Satisfaction Data

Redtail works with different mediums / channels such as Text SMS. Phone Calls. User Generated Content etc.

Redtail's features include Feedback Surveys. and Redtail support capabilities include 24/7 Support, Phone Support, Email Support, etc. also Redtail analytics capabilities include Custom Reports, and Analytics.

Redtail Customer wins, Customer success stories, Case studies

How does Redtail address your Relationship Management Challenges?

Why is Redtail the best choice for Engaging And Following Up?

How does Redtail facilitate Content Management?

What benefits does Redtail offer for Lead Qualification: Technographic?

11 buyers and buying teams have used Cuspera to assess how well Redtail solved their business needs. Cuspera uses 187 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

lightning

Peers used Redtail for relationship management and engaging and following up

Redtail Features

  • Low
  • Medium
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FEATURE RATINGS AND REVIEWS
Custom Reports

4.45/5 ★

Read Reviews (14)
Analytics

4.43/5 ★

Read Reviews (6)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.45/5 ★

Read Reviews (14)
Analytics

4.43/5 ★

Read Reviews (6)

Software Failure Risk Guidance

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for Redtail

Top Failure Risks for Redtail

Redtail Technology News

Partnership

Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients

Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients

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Product

Pershing integrates with Redtail Technology - InvestmentNews

Pershing has teamed up with Redtail Technology to improve their services and offerings for clients.

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Executive

Redtail Founder, Orion Tech Exec Brian McLaughlin Steps Down - Wealth Management

Brian McLaughlin, the founder of Redtail Technology and an executive at Orion Tech, has stepped down from his position.

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Partnership

Ladder Partners with Redtail Technology to Make Life Insurance Easy for Advisors - PR Newswire

Ladder and Redtail Technology are teaming up to make life insurance easier for financial advisors.

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Redtail Technology Profile

Company Name

Redtail Technology

Company Website

//corporate.redtailtechnology.com

HQ Location

3131 Fite Circle, Sacramento, California 95827, US

Employees

51-100

Social

Facebook Linkedin Twitter

Financials

PRIVATE