List of Orion Redtail CRM Customers
Omaha, 68130,
United States
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.
The Orion Redtail CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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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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Banking and Financial Services | 27 | $3M | 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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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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Buyer Intent: Companies Evaluating Orion Redtail CRM
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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