Redtail CRM

GPTKB entity

Statements (21)
Predicate Object
gptkbp:instanceOf gptkb:customer_relationship_management_software
gptkbp:acquiredBy gptkb:Orion_Advisor_Solutions
gptkbp:acquisitionYear 2022
gptkbp:developedBy gptkb:Redtail_Technology
gptkbp:feature reporting
document management
calendar integration
email archiving
task management
workflow automation
contact management
integration with third-party applications
gptkbp:foundedYear 2003
gptkbp:headquartersLocation gptkb:Sacramento,_California
gptkbp:industry financial services
gptkbp:platform cloud-based
gptkbp:targetAudience financial advisors
gptkbp:website https://www.redtailtechnology.com/
gptkbp:bfsParent gptkb:Dialpad
gptkbp:bfsLayer 5
https://www.w3.org/2000/01/rdf-schema#label Redtail CRM