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Technology

Redtail CRM

Last fetched

Redtail CRM is a technology in WhisperGraph's PredictLeads-derived TECHNOLOGY corpus, categorized under customer relationship management, with a published adopter count of 1,087 hostnames.

Profile

Category
customer relationship management
Broader grouping
sales
Published adopter count
1,087
Vendor
redtailtechnology.com

Redtail CRM is a cloud-based customer relationship management software designed specifically for financial professionals. It offers tools for managing client information, tracking interactions, and streamlining workflows. The platform includes features such as contact management, task management, document storage, and integration with various financial planning tools. Redtail CRM aims to enhance client engagement and improve operational efficiency within financial advisory firms.

Vendor site: https://corporate.redtailtechnology.com/crm/

Sample adopters

20 hostnames WhisperGraph observed running Redtail CRM, a sample of the 1,087 published adopters.

Related pages

Pivot from Redtail CRM into its category and the vendor behind it.

Queries

Resolves the slug's technology-name candidate(s) and projects the winner's fields.


MATCH (t:TECHNOLOGY)
WHERE t.name =~ $pattern
WITH t ORDER BY t.adopterCount DESC, t.name ASC
WITH collect(t)[0] AS winner, count(t) AS candidates
RETURN winner.name AS name,
       winner.description AS description,
       winner.category AS category,
       winner.parentCategories AS parentCategories,
       winner.adopterCount AS adopterCount,
       winner.url AS url,
       winner.vendorApex AS vendorApex,
       candidates
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