Bob Veres and Joel Bruckenstein recently shared the results from their annual survey of the software advisors are using along with their satisfaction levels with those technologies. Per their report on this year’s survey, in regard to the CRM Tools Category:
“Redtail has to be considered the dominant program in the most dominant category of the survey.”
With 4,495 respondents in their survey this year, we’re honored to have achieved the #1 market share in the CRM Tools Category with an average rating from those users of 8.17 and the #3 market share in the Document Management Category with an 8.28 average rating from users. We understand that you as advisors have many tech options from which to choose in this space and we are humbled and appreciative once again at the love you pour out each year toward Redtail’s solutions.
You can read the report in its entirety here.