List of Redtail CRM Customers

Orion
Location
17605 Wright St,
Omaha, 68130,
United States
Website
https://www.orion.com/
Phone
1 402-895-1600
Artw industry
Banking and Financial Services
Employee
1300
Revenue
$310M

Since 2010, our global team of researchers has been studying 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 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 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, 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, Envisioning Financial, a United States based Professional Services organisation with 200 employees and revenues of $23.0 million and many others.

Contact us if you need a completed and verified list of companies using 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 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 Old Product New Product Category When SI
A & I Financial Services Professional Services 13 $1M United States Orion Advisor Solutions Legacy Redtail CRM CRM 2021 n/a
Abernathy Group Banking and Financial Services 10 $1M United States Orion Advisor Solutions Legacy Redtail CRM CRM 2021 n/a
Acadia Foundation Non Profit 10 $1M United States Orion Advisor Solutions Legacy Redtail CRM CRM 2021 n/a
Banking and Financial Services 27 $3M United States Orion Advisor Solutions Legacy Redtail CRM CRM 2021 n/a
Banking and Financial Services 10 $1M United States Orion Advisor Solutions Legacy Redtail CRM CRM 2021 n/a
Banking and Financial Services 10 $1M United States Orion Advisor Solutions Legacy Redtail CRM CRM 2021 n/a
Insurance 10 $1M United States Orion Advisor Solutions Legacy Redtail CRM CRM 2021 n/a
Professional Services 10 $1M United States Orion Advisor Solutions Legacy Redtail CRM CRM 2021 n/a
Banking and Financial Services 10 $1M United States Orion Advisor Solutions Legacy Redtail CRM CRM 2021 n/a
Banking and Financial Services 10 $1M United States Orion Advisor Solutions Legacy Redtail CRM CRM 2021 n/a
Showing 1 to 10 of 381 entries

Buyer Intent: Companies Evaluating Redtail CRM

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Redtail CRM. Gain ongoing access to real-time prospects and uncover hidden opportunities.

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FAQ - APPS RUN THE WORLD Redtail CRM Coverage

Redtail CRM is a CRM solution from Orion Advisor Solutions.

Companies worldwide use Redtail CRM, from small firms to large enterprises across 21+ industries.

Organizations such as Somnio Financial Group, Przewlocki & James, Southern Capital Svc, Cfg and Envisioning Financial are recorded users of Redtail CRM for CRM.

Companies using Redtail CRM are most concentrated in Banking and Financial Services, Professional Services and Insurance, with adoption spanning over 21 industries.

Companies using Redtail CRM are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Redtail CRM across Americas, EMEA, and APAC.

Companies using Redtail CRM range from small businesses with 0-100 employees - 96.85%, to mid-sized firms with 101-1,000 employees - 3.15%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of 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 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.