redtailtechnology.com citations

AI Citation Profile

redtailtechnology.com ranks #49 in the October 2026 CRM and Sales Pipeline Software Citation Index, accounting for 28 citation occurrences across 7 of 891 valid AI responses. The domain appeared across 1 of 15 buyer-need studies and 6 of 7 measured AI platforms. Its strongest citation coverage occurred in CRM for Financial Advisors and Wealth Management Firms.

Overall Citation Rank: #49
Citation Share: 0.42%
Response Coverage: 0.8%
Buyer-Need Coverage: 1/15
Platform Coverage: 6/7
Unique Cited Pages: 22

Citation Occurrences

Citing Responses

Unique URLs

AI Platforms

Studies

Citations by AI Platform

Google10
OpenAI9
Anthropic3
DeepSeek2
Grok2
Perplexity2

Citations by Study

Best CRM for Financial Advisors and Wealth Management Firms28

Cited pages from this domain

Swipe sideways to see all columns.

Overall Rank	Domain & Page	Citation Occurrences	Citation Share	Citing Responses	Response Coverage	Studies	Platforms

Counting rules, URL normalization, and source-relationship definitions are in the Citation Index methodology.

How to cite

Source: LLM Authority Index - CRM and Sales Pipeline Software AI Citation Index…

URLs from this domain

Overall Rank

Domain & Page

Occurrences

Citing Responses

Coverage

Platforms

190	Redtail CRM – CRM for Financial Advisors redtailtechnology.com	4	0.06%	4	0.4%	1	4	Company-owned
354	Enterprise \| Redtail Technology redtailtechnology.com /enterprise	3	0.05%	3	0.3%	1	3	Company-owned
831	The #1 CRM for Financial Advisors \| Redtail redtailtechnology.com /crm	2	0.03%	2	0.2%	1	2	Company-owned
1,156	Redtail Integrations Landing Page redtailtechnology.com api2.redtailtechnology.com/Integrations/LandingPage.aspx	1	0.02%	1	0.1%	1	1	Company-owned
1,742	Terms of Use - Redtail Technology redtailtechnology.com corporate.redtailtechnology.com/terms-of-use	1	0.02%	1	0.1%	1	1	Company-owned
1,743	CRM Addendum - Redtail Technology redtailtechnology.com corporate.redtailtechnology.com/terms-of-use/crm-addendum	1	0.02%	1	0.1%	1	1	Company-owned
3,563	CRM Document Management for Financial Advisors redtailtechnology.com /imaging	1	0.02%	1	0.1%	1	1	Company-owned
3,564	Redtail Email Addendum redtailtechnology.com /legal/email-addendum	1	0.02%	1	0.1%	1	1	Company-owned
3,565	Pricing \| Redtail Technology redtailtechnology.com /pricing	1	0.02%	1	0.1%	1	1	Company-owned
3,566	Pricing \| Redtail Technology redtailtechnology.com /pricing?region=united-states	1	0.02%	1	0.1%	1	1	Company-owned
3,567	The #1 CRM for Financial Advisors - Redtail Technology redtailtechnology.com /sites/default/files/styles/small_hq/public/image/2025-12/RDT_Hero_V6c.jpg	1	0.02%	1	0.1%	1	1	Company-owned
3,568	Redtail Speak – Compliant Text Messaging for Advisors redtailtechnology.com /speak	1	0.02%	1	0.1%	1	1	Company-owned
4,092	Compliance - How to Utilize the 13f Dashboard - Redtail Support redtailtechnology.com support.redtailtechnology.com/s/article/Compliance-How-to-Utilize-the-13f-Dashboard	1	0.02%	1	0.1%	1	1	Company-owned
4,093	(Redtail) How to Update via Excel and FAQs redtailtechnology.com support.redtailtechnology.com/s/article/How-to-Update-via-Excel-and-FAQs	1	0.02%	1	0.1%	1	1	Company-owned
4,094	Manage Your Account: Manage Integrations redtailtechnology.com support.redtailtechnology.com/s/article/Manage-Your-Account-Manage-Integrations	1	0.02%	1	0.1%	1	1	Company-owned
4,095	(Redtail) Portfolio Management and Custodians redtailtechnology.com support.redtailtechnology.com/s/article/Portfolio-Management-and-Custodians	1	0.02%	1	0.1%	1	1	Company-owned
4,096	(Redtail) Redtail: A First Steps Guide redtailtechnology.com support.redtailtechnology.com/s/article/Redtail-A-First-Steps-Guide	1	0.02%	1	0.1%	1	1	Company-owned
4,097	Redtail Launch and Growth Plans redtailtechnology.com support.redtailtechnology.com/s/article/Redtail-Launch-and-Growth-Plans-Redtail-Features	1	0.02%	1	0.1%	1	1	Company-owned
4,098	Reporting - Getting Started Guide - Redtail Support redtailtechnology.com support.redtailtechnology.com/s/article/Reporting-Getting-Started-Guide	1	0.02%	1	0.1%	1	1	Company-owned
4,099	(Redtail) Speak Compliance / Security redtailtechnology.com support.redtailtechnology.com/s/article/Speak-Compliance-Security	1	0.02%	1	0.1%	1	1	Company-owned
4,100	Working with Unlinked Accounts in Redtail redtailtechnology.com support.redtailtechnology.com/s/article/Working-with-Unlinked-Accounts-in-Redtail	1	0.02%	1	0.1%	1	1	Company-owned
4,101	(Redtail) Launch and Growth Plans redtailtechnology.com support.redtailtechnology.com/servlet/rtaImage?eid=ka0UU000000ZkG5&feoid=00N70000003664W&refid=0EMUP000005q1gK	1	0.02%	1	0.1%	1	1	Company-owned