RedTail CRM

GPTKB entity

Statements (30)
Predicate Object
gptkbp:instanceOf Customer relationship management software
gptkbp:acquiredBy gptkb:Orion_Advisor_Solutions
gptkbp:acquisitionYear 2022
gptkbp:countryOfOrigin gptkb:United_States
gptkbp:developedBy gptkb:Redtail_Technology
gptkbp:feature Reporting
Task management
Workflow automation
Mobile access
Contact management
Email integration
Calendar integration
Document storage
gptkbp:foundedYear 2003
https://www.w3.org/2000/01/rdf-schema#label RedTail CRM
gptkbp:industry Financial services
gptkbp:integratesWith gptkb:DocuSign
gptkb:Google_Workspace
gptkb:Morningstar
gptkb:MoneyGuidePro
gptkb:Riskalyze
gptkb:Laserfiche
gptkb:Microsoft_Outlook
gptkb:eMoney_Advisor
Orion Advisor Tech
gptkbp:platform Web-based
gptkbp:targetAudience Financial advisors
gptkbp:website https://www.redtailtechnology.com/
gptkbp:bfsParent gptkb:RedTail
gptkbp:bfsLayer 7