Companies using Redtail CRM

We have data on 124 companies that use Redtail CRM. The companies using Redtail CRM are most often found in United States and in the Financial Services industry. Redtail CRM is most often used by companies with 10-50 employees and 1M-10M dollars in revenue. Our data for Redtail CRM usage goes back as far as 2 years and 9 months.

If you’re interested in the companies that use Redtail CRM, you may want to check out CoreCard Software and Misys as well.

Who uses Redtail CRM?

Some of the companies that use Redtail CRM include:
Company Website Country Revenue Company Size
PORTLAND FEDERAL CREDIT UNION pfcu4me.com United States 10M-50M 50-200
Eide Bailly LLP eidebailly.com United States 200M-1000M 1000-5000
Cetera Financial Group, Inc. cetera.com United States 200M-1000M 1000-5000
Bloomfield Hills Financial, Inc. bloomfieldhillsfinancial.com United States 1M-10M 50-200
Scottrade, Inc. scottrade.com United States 200M-1000M 1000-5000

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Redtail CRM Market Share and Competitors in Banking & Finance

We use the best scanning techniques combined with advanced data science to monitor the market share of over 5,000 technology products, including Banking & Finance. In the Banking & Finance category, Redtail CRM has a market share of about 0.4%. Other major and competing products in this category include:

Redtail CRM
Banking & Finance
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124
Companies using Redtail CRM
Redtail CRM market share in Banking & Finance is about 0.37%
Banking & Finance

What is Redtail CRM?

Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

Top Industries that use Redtail CRM

Top Industries that use Redtail CRM

Looking at Redtail CRM customers by industry, we find that Financial Services (64%) and Insurance (7%) are the largest segments.

Companies using Redtail CRM - Distribution by industry

Top Countries that use Redtail CRM

Top Countries that use Redtail CRM

95% of Redtail CRM customers are in United States.

Redtail CRM customers by country

Distribution of companies that use Redtail CRM based on company size (Employees)

Distribution of companies that use Redtail CRM based on company size (Employees)
Of all the companies that are using Redtail CRM,a majority (52%) are small (<50 employees), 13% are large (>1000 employees) and 29% are medium-sized.
Companies using Redtail CRM, by size (number of employees)

Distribution of companies that use Redtail CRM based on company size (Revenue)

Distribution of companies that use Redtail CRM based on company size (Revenue)
Of all the companies that are using Redtail CRM, a majority (74%) are small (<$50M), 13% are large (>$1000M) and 7% are medium-sized.
Redtail CRM clients - distribution by company revenue

Targeting by install base boosts your number of qualified accounts

Refine results by company size, location, and industry.
We provide targeted accounts and not contacts.