Redtail CRM 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Redtail CRM

4.1

(85)

Pricing

Starting at $39.00 per month

About Redtail CRM

Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its features include database migration, reporting, client information, records and tags management, automated office operations, broadcasting emails and seminar management.

Redtail CRM helps users send bulk messages and attachments to specific groups of clients and prospects. It enables them to plan and manage seminars, events and create reports of all activities. Additionally, it integrates with Morningstar, Riskalyze, LaserApp, Albridge and MoneyGuidePro, and it allows users to import data into and export data from the platform.

Redtail CRM is available on iOS and Android devices, and it is available via monthly subscription. It backs up data to an offsite location, which can be accessed whenever users want. In addition, it offers support through webinars, online help docs and training sessions.

Redtail CRM Screenshots

Redtail CRM Pricing and Plans

Starting price: $39.00 per month

Free Trial

Free Version

Launch Plan

$39.00

per user, per month

Plan includes:

Contact Management
Document Storage
Contact and Account-Level User Defined Fields
Multiple Methods for Client Segmentation
Account Management
Compliant Note Entry and Archiving
Activity, Custom Export, Mail Merge, and Note Templates
Shareable, Customizable Calendaring
Automated, Customizable Reports
Customizable Database Lists

Growth Plan

$59.00

per user, per month

Plan includes:

All Launch Plan Features
Automated CRM Workflows
CRM Suite Sync (Email, Calendar, and Contact Syncing)
CRM Automations
CRM Automation, Email, and Workflow Templates
CRM Bulk Emails
Compliant, Paperless Document Storage
Imaging: Bulk Upload and Download
Imaging: Drag and Drop Files in Web App
Imaging: Archive Section

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Redtail CRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Redtail CRM
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Scheduling
Client Management
Collaboration Tools
Contact Database
Contact Management
CRM
Customer Database
Customizable Fields
Customizable Reports
Data Import/Export
Document Management
Document Storage
Email Marketing
Event Triggered Actions
For Financial Institutions
For Insurance Industry
For Startups
Interaction Tracking
Lead Management
Mobile App
Pipeline Management
Process/Workflow Automation
Reminders
Reporting & Statistics
Search/Filter
Tagging
Task Scheduling

Redtail CRM Integrations

Nitrogen

Redtail CRM User Reviews

Overall Rating

4.1

Ratings Breakdown

44%

31%

20%

Secondary Ratings

Ease of Use

4.0

Value for money

4.2

Customer support

3.9

Functionality

3.9

Ahmed A.

Verified reviewer

Consumer Services

1001-5000 employees

Used weekly for less than 6 months

Review source

Reviewed December 2021

The most friendly CRM

My overall experience with redtail I love it, it let me and my team deal with new customers efficiently and no more time to set workflows and there's always record's for all processes and steps, documentation is secured and can be retrieved easily

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Redtail provides special experiment with Customer Relationship Management solutions specially financial fields beside the ability to integrate with different apps ,Redtail provides me with organized documents Management

Cons:

Redtail requires high internet connection speed and sometimes lagging but the customer support are always available which makes these issues easier

HAROLD H.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed October 2019

Support lackluster

I am only using this CRM due to the integrations. Other CRM are more user friendly

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The integrations we the only reason I signed up for RedTail

Cons:

Lack of SUPPORT!!! I had to wait 9 business days for my integration. Seriously that is unacceptable!

Reasons for switching to Redtail CRM

The only reason was the integrations that Redtail had. Wealthbox is much easier to use and navigate

Simon H.

Financial Services

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed August 2019

Useful features and fairly easy to use

Previously 4

Great overall tool to manage our team's ongoing tasks, notify each other when a task is updated or a note added, record keeping of notes on our clients, syncs with Outlook and other tools.

Ratings Breakdown

Ease of use

Value for money

Functionality

Previously 3

Pros:

Organizing all my tasks day to day and long-term, with ability to share and reallocate tasks among users

Cons:

Not as intuitive in how to use some features, and doesn't have an easy way to access training or learning modules to get up to speed on utilizing all the features.

Patrick C.

Verified reviewer

Financial Services

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed August 2019

RedTail CRM Review

The biggest benefit is ease of use. I can look up my clients on the app with very little trouble.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use and intuitive. The customer service is in the U.S. and they are extremely helpful. Very easy to begin setting up the CRM with very little direction. Connects very well with other vendors.

Cons:

Since the CRM cannot be changed, I could not tailor the product to my needs.

Reasons for choosing Redtail CRM

It was easier to use and I liked the view and feel of the product.

Alexandra (Alex) S.

Verified reviewer

Financial Services

51-200 employees

Used daily for less than 2 years

Review source

Reviewed April 2021

Redtail provides functional CRM for finance professionals

Redtail does what I need it to do for the most part.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the layout; the information is spread out on the screen in a way that is it is easy to read and find what you're looking for.

Cons:

Certain functionalities are not available. Specifically I wanted the ability to have a Redtail hard-coded field for annuity maturity dates. I also want ability to show when client canceled appointment rather than removing it entirely from the database.

Reasons for choosing Redtail CRM

n/a

Reasons for switching to Redtail CRM

Redtail is industry specific.

Brian H.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2022

More features than we can use

We use it to capture all communications with clients and we love the automatic import features

Ratings Breakdown

Ease of use

Functionality

Pros:

This is the best CRM I have ever used. The software is very robust. We likely don't use most of the features but the features we do use work really well.

Cons:

There is too many things that can be customized and every user might customize differently whch adds a bunch of useless data.

Paul G.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed October 2019

Great opportunity when leveraged properly

When I started working with Redtail, the previous employees in my office had not learned how to use it properly and so it was a mess. But once I got some training under my belt, I was able to understand Redtail better and started fixing all the errors that previous employees had implemented.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The team at Redtail really have thought about nearly everything. There are so many amazing features built in to the Redtail CRM that it is only at the user's own neglect if your office isn't operating more efficiently. I really appreciate utilizing automations to trigger workflows, and the reports that can be generated to track results or see an overview of how we've been doing.

Cons:

Not everything is necessarily intuitive. But go to Redtail University. The training you get there opens the door to understand how everything works inside of the CRM.

Mandy M.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed January 2019

Great CRM for your Small Business

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The team behind RedTail are always trying to improve their software based on suggestions from users. They hold trainings that travel around the country yearly so there is sure to be one near you. Unlike most software trainings, these are FUN! It's a very robust system with many detailed reports and some great search functionality too.

Cons:

When changing your password (required periodically) you can't use the last THIRTEEN passwords. It says something for the security of the program but, c'mon....13?!

David S.

Verified reviewer

Used daily for more than 2 years

Review source

Reviewed November 2017

I wish I had had this software my entire career.

This is a very time-saving product and robust in its integrations with other software and data sources.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software is very robust and includes many integrations that create a real value for our company.

Cons:

The workflow portion has not yet been to full use in our model. I would prefer a more Microsoft Project approach to this feature

Ryan P.

Verified reviewer

Airlines/ Aviation

2-10 employees

Used daily for less than 6 months

Review source

Reviewed April 2020

Great CRM

We have been using this CRM for about 3 months now after a recommendation from a Field Marketing Office and we haven't looked back since. I had experience with other CRMs like SalesForce, while SF is still fantastic and top-tier, I find this to be a better value for the money.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that this CRM allows us to break down different tabs that are relevant to what we do as Financial Advisors. We have a clients section, prospect section, and even a seminar sections where we are able to track and market to those that are signed up for a workshop or dinner seminar, it helps us compartmentalize the different categories and groups that we are trying to engage

Cons:

Honestly, the only qualm I would have is that I wish there was a better integration with drip email software, but that might be user error.

Reasons for choosing Redtail CRM

Price

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