List of Redtail Email Customers
Omaha, 68130,
United States
Since 2010, our global team of researchers has been studying Redtail Email 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 Email for Transactional Email 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 Email for Transactional Email include: United Planners' Group, a United States based Professional Services organisation with 42 employees and revenues of $5.0 million, Summit Dental Management Sc, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Redtail Email, 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 Email 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!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Summit Dental Management Sc | Professional Services | 10 | $1M | United States | Orion Advisor Solutions | Redtail Email | Transactional Email | 2025 | n/a |
In 2025, Summit Wealth Group implemented Redtail Email as a Transactional Email solution to support CRM driven client communications and advisor workflows. Summit Wealth Group adopted Redtail Email alongside its use of Redtail CRM within the Orion ecosystem to operationalize client engagement during the firm’s transition to an RIA model.
The Redtail Email implementation focused on bundled communications and archiving capabilities native to Redtail, configured to enforce consistent client messaging, email archiving, and meeting preparation workflows. Configuration included standardized email templates, centralized archival of client correspondence, and automated linkage of communications to CRM client records to preserve audit trails and prep materials for advisor meetings.
Integration work centered on the Redtail CRM connection, ensuring Redtail Email recorded outbound and inbound messages against client profiles and activity timelines. Operational coverage targeted the firm’s advisor and operations functions across its offices, enabling staff to access client communications and meeting materials directly from Redtail CRM as part of the advisor technology stack.
Governance and rollout emphasized process controls for communications retention and meeting prep, with administrative settings in Redtail Email used to standardize signatures, templates, and archiving policies. The adoption of Redtail Email helped streamline client communications and meeting preparation across offices, aligning Transactional Email operations with the firm’s CRM driven client service workflows.
|
 |
United Planners' Group | Professional Services | 42 | $5M | United States | Orion Advisor Solutions | Redtail Email | Transactional Email | 2013 | n/a |
In 2013, United Planners' Group implemented Redtail Email as part of its broader Redtail CRM adoption to centralize client communications and records across broker dealer and RIA workflows. United Planners' Group used Redtail Email in a Transactional Email role to support advisor client communications, message archiving, and CRM linked correspondence workflows.
The deployment focused on embedding Redtail Email with Redtail CRM capabilities to unify contact records and email threads with client profiles and financial planning records. Functional capabilities implemented included automated email capture and archiving, template driven client communications, and CRM linked message threading to preserve context for advisory interactions and compliance review.
Integrations aligned the Redtail CRM and Redtail Email configuration with existing broker dealer and RIA operational workflows and with the firm s financial planning systems to centralize client records and communications across advisor desks. Governance adaptations centered on routing and retention policies for archived messages and on operationalizing CRM driven communication workflows for advisors and compliance staff, supporting regulated communications oversight without explicit metrics reported.
|
Buyer Intent: Companies Evaluating Redtail Email
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||