RedTail CRM is the customer relationship management solution, that could assist businesses of all sizes be it small, mid-sized or the large enterprises. The web-based solution can integrate with other tool such as the Financial Advisor. The workflow management capability of the solution is one of the important features. It includes the documentation of the client request and the instructions, verification of the funds, calling the client, electronic fund transfer, and others.
The features of RedTail CRM are document storage, email marketing, database migration, records and tags management, seminar management, automated office operations, and reporting the client information. The CRM helps to send bulk emails and attachments to clients. It helps them to manage the crucial seminars, and reports of all activities. It also integrates with the MoneyGuidePro, Morningstar, Albridge, riskalyze, for allowing users to import the data.RedTail integrations are one of the beneficial part of the CRM program.
The benefits of RedTail CRM are it is cost-effective, and saves the time of the user.
Below is the list of companies using RedTail CRM:
| Company Name | Website | Revenue | Location |
|---|---|---|---|
| HUB International | www.hubinternational.com | $10 Billion | United States |
| Resorts World Las Vegas | www.rwlasvegas.com | $950 Million | United States |
| Cetera Financial Group | www.cetera.com | $1 Billion | United States |
| LPL Financial | www.lpl.com | $7 Billion | United States |
| Mariner Wealth Advisors | www.marinerwealthadvisors.com | $3 Billion | United States |
| Company Name | Share |
| Salesforce | 19.5% |
| SAP | 8.3% |
| Oracle | 5.5% |
| Adobe | 5.1% |
| Microsoft | 2.7% |
| Others | 58.9% |
| Company Name | Website | Address | Address 1 | City | State | Zipcode | Country | Phone Number |
|---|---|---|---|---|---|---|---|---|
| Advisorengine, Inc. | www.advisorengine.com | 3**1 Trust Drive | Raleigh | NC | 27616 | United states | (8*6) 8*6-2*31 | |
| Balanced Financial Concepts | www.balancedfinancialconcepts.com | 30*05 Bainbridge Road | Suite 1*0 | Solon | OH | 44139 | United states | (4*0) 34*-51** |
| Bluespring Wealth Partners | www.bluespringwealth.com | 57*7 Southwest Parkway | Building 2, Suite 4*1 | Austin | TX | 78735 | United states | (88*) 66*-02*7 |
| Cetera Financial Group, Inc. | www.cetera.com | 20* N. Pacific Coast Highway | Suite 1**0 | El Segundo | CA | 90245 | United States | (8*8) 4*6-2**4 |
| Fortitude Investment Group Llc | www.fortitudeinvestments.com | 4*7 East Main Street | Suite 3*0> | Port Jefferson | NY | 11777 | United states | (6*1) 4*4-1**0 |
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