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.
|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|
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 is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Looking at Redtail CRM customers by industry, we find that Financial Services (64%) and Insurance (7%) are the largest segments.
95% of Redtail CRM customers are in United States.