List of Orion Redtail CRM Customers
Orion
17605 Wright St,
Omaha, 68130,
United States
Omaha, 68130,
United States
1 402-895-1600
Banking and Financial Services
1300
$310M
Since 2010, our global team of researchers has been studying Orion Redtail CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Orion Redtail CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Orion Redtail CRM for CRM include: Somnio Financial Group, a United States based Banking and Financial Services organisation with 850 employees and revenues of $85.0 million, Przewlocki & James, a United States based Banking and Financial Services organisation with 300 employees and revenues of $35.0 million, Axxcess Wealth Management, a United States based Banking and Financial Services organisation with 30 employees and revenues of $35.0 million, Southern Capital Svc, a United States based Professional Services organisation with 270 employees and revenues of $27.0 million, Cfg, a United States based Insurance organisation with 203 employees and revenues of $25.0 million and many others.
Contact us if you need a completed and verified list of companies using Orion Redtail CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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A & I Financial Services | Professional Services | 13 | $1M | United States | Orion Advisor Solutions | Orion Redtail CRM | CRM | 2021 | n/a |
In 2021, A & I Financial Services implemented Orion Redtail CRM as its CRM and configured the system to operate with client-facing elements on its website. As a 13-employee professional services firm the deployment focused on consolidating contact records and capturing web leads into a centralized CRM instance.
The Orion Redtail CRM implementation follows a cloud SaaS deployment model and applies core CRM capabilities including contact management, activity and task tracking, web lead capture and client intake form handling, appointment scheduling and document linking. Operational scope centers on advisory and client service functions to standardize intake, logging and ongoing client communications across the firm. Governance emphasized centralized client records and workflow standardization to support front-office service operations.
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Abernathy Group | Banking and Financial Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Redtail CRM | CRM | 2021 | n/a |
In 2021, Abernathy Group implemented Orion Redtail CRM. Abernathy Group is using Orion Redtail CRM on their website to provide a web-facing client engagement point that routes inquiries into a centralized CRM, aligning the vendor application with the companys external contact capture and client communication flows, CRM.
Deployment is concentrated and proportional to a ten person advisory firm, with Orion Redtail CRM applied to core CRM capabilities such as contact management, client lifecycle tracking, appointment scheduling, and basic workflow automation common to the CRM category. Integrations and third party connectors are not specified in available data, and governance appears oriented to internal administrative ownership and configuration, supporting advisory and client service functions for the firm.
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Acadia Foundation | Non Profit | 10 | $1M | United States | Orion Advisor Solutions | Orion Redtail CRM | CRM | 2021 | n/a |
In 2021, Acadia Foundation implemented Orion Redtail CRM. The deployment uses Orion Redtail CRM as the organization’s primary system for relationship management, classified in the CRM category, to centralize contact and engagement records for a ten person non profit.
The implementation leverages the cloud hosted Orion Redtail CRM platform to provide core CRM capabilities including contact and household record management, activity and appointment tracking, basic workflow automation, and email communication templates. Configuration emphasis is on lightweight administration and role based access suitable for a small staff, with settings and data models tuned to donor and client record keeping and outreach workflows.
Orion Redtail CRM is integrated with the Acadia Foundation website to capture inbound inquiries and contact form submissions directly into the CRM, enabling web driven lead and donor intake. Operational coverage is across client engagement, donor stewardship, and small office administrative functions, with centralized configuration managed by the internal admin team during an incremental user onboarding sequence.
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Access Wealth Management | Banking and Financial Services | 27 | $3M | United States | Orion Advisor Solutions | Orion Redtail CRM | CRM | 2021 | n/a |
In 2021 Access Wealth Management implemented Orion Redtail CRM as its CRM to centralize client relationship management for its advisory practice. The deployment used a cloud delivered instance of Orion Redtail CRM surfaced on the firm's public website, enabling web based client intake and routing of inquiries into internal contact records. Configuration prioritized contact and household record structures, activity and task tracking, scheduling workflows, and document linking consistent with CRM functional patterns. Implementation scope covered advisory and client service functions across the 27 person firm, aligning advisor assignments to client lifecycle stages.
Operational governance included role based access controls, standardized data fields, and routine data hygiene processes to maintain record quality within the system. Automation focused on task orchestration and reminder workflows to support advisor touchpoints and client service triage. The firm is using Redtail CRM on their website to capture leads and funnel inquiries into configured queues and advisor workflows, keeping the full application name Orion Redtail CRM present in internal documentation and user training. This configuration enables Access Wealth Management to run CRM driven advisory operations inside Orion Redtail CRM across contact management, scheduling, and activity tracking.
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Accredited Investor Services | Banking and Financial Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Redtail CRM | CRM | 2021 | n/a |
In 2021, Accredited Investor Services implemented Orion Redtail CRM, deploying the CRM as a cloud hosted client relationship platform for its advisory activities. They are using Redtail CRM on their website to expose client entry points and surface account interactions through the public site.
Orion Redtail CRM was configured to centralize contact records, maintain client profiles, log activities, and manage document attachments and notes. Functional capabilities observed align with CRM category workflows, including contact management, activity tracking, task automation, and client record consolidation to support advisory case management and recurring service tasks.
The implementation extends CRM access to advisory and client service functions across the firm, with the website integration providing client intake and direct linkage to internal client records. Email and calendar synchronization and secure document linkage are consistent with category expectations for daily advisory operations and records reconciliation.
Governance emphasized centralized data hygiene, standardized contact classification, and role based access controls assigned to advisors and operations personnel. Rollout and operational scope were sized to the firm s ten employees, focusing on streamlining client onboarding and routine client service workflows using Orion Redtail CRM.
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Banking and Financial Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Redtail CRM | CRM | 2021 | n/a |
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Insurance | 10 | $1M | United States | Orion Advisor Solutions | Orion Redtail CRM | CRM | 2021 | n/a |
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Professional Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Redtail CRM | CRM | 2021 | n/a |
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Banking and Financial Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Redtail CRM | CRM | 2021 | n/a |
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Banking and Financial Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Redtail CRM | CRM | 2021 | n/a |
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Showing 1 to 10 of 385 entries
Buyer Intent: Companies Evaluating Orion Redtail CRM
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Orion Redtail CRM Coverage
Orion Redtail CRM is a CRM solution from Orion Advisor Solutions.
Companies worldwide use Orion Redtail CRM, from small firms to large enterprises across 21+ industries.
Organizations such as Somnio Financial Group, Przewlocki & James, Axxcess Wealth Management, Southern Capital Svc and Cfg are recorded users of
Orion Redtail CRM for CRM.
Companies using Orion Redtail CRM are most concentrated in Banking and Financial Services, Professional Services and Insurance, with adoption spanning over 21 industries.
Companies using Orion Redtail CRM are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Orion Redtail CRM across Americas, EMEA, and APAC.
Companies using Orion Redtail CRM range from small businesses with 0-100 employees - 96.88%, to mid-sized firms with 101-1,000 employees - 3.12%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of Orion Redtail CRM include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Orion Redtail CRM customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of CRM.