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.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Redtail.
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.
Peer review evidence (same sources as the product rating summary)
"...Real Wealth Marketing ( Real Wealth ), a leading provider of educational marketing content, and Redtail Technology ( Redtail ), a leading provider of client relationship management (CRM) solutions, now seamlessly integrate with the click of a button. ..." Real Wealth now integrates with Redtail!
"...She made the most of our call and followed up afterward with the requested information and support articles/videos...." Redtail Technology
"...Kayla Joosse, Content Quality Manager at Real Wealth . ..." Real Wealth now integrates with Redtail!
Redtail Customer wins, Customer success stories, Case studies
What benefits does Redtail offer for Relationship Management?
What makes Redtail ideal for Engaging And Following Up?
Why is Redtail the best choice for Content Management?
How does Redtail address your Lead Qualification: Technographic Challenges?
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.
Peers used Redtail for relationship management and engaging and following up
Redtail Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (14) |
| Analytics | Read Reviews (6) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (14) |
| Analytics | Read Reviews (6) |
Software Failure Risk Guidance
?for Redtail
Top Failure Risks for Redtail
Redtail Technology News
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
Pershing integrates with Redtail Technology - InvestmentNews
Pershing has teamed up with Redtail Technology to improve their services and offerings for clients.
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.
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.
Redtail Technology Profile
Company Name
Company Website
//corporate.redtailtechnology.comHQ Location
3131 Fite Circle, Sacramento, California 95827, US
Employees
51-100
Social
Financials
PRIVATE
