Redtail Technology

Redtail offers financial advisers a cloud-based client relationship management, or CRM, platform to communicate with clients. The job it does: building software for you when nothing off the shelf fits.

The natural audience is companies with a specific process to automate. Alongside the main category they mention CRM, Document Management, Finance and Financial Services. They are a mid-sized team, 51 to 200 people, which usually shapes who they work with.

Redtail Technology is based in Gold River, California and founded in 2003. More on corporate.redtailtechnology.com.

Before you commit, look at portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

If you have worked with Redtail Technology, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.