--- title: "Redtail CRM Software Reviews, Demo & Pricing - 2026" description: "Review of Redtail CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/redtail-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Redtail CRM Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/redtail-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/redtail-profile/alternatives/) # Redtail CRM Review From $39-$59/month Free trial 2 plans Wondering if Redtail CRM is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Redtail CRM 4.1 [(85)](https://www.softwareadvice.com/crm/redtail-profile/reviews/) Pricing Starting at $39.00 per user 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. Wondering if Redtail CRM is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## Redtail CRM User Interface ## Popular Redtail CRM Alternatives Main Product Redtail CRM 4.1 [(85)](https://www.softwareadvice.com/crm/redtail-profile/reviews/) Ratings Breakdown - 3.98Ease of use - 4.21Value for money - 3.92Customer support - 3.95Functionality Pricing Starting at $39.00 per month Get Price Alternative Product [Maximizer CRM](https://www.softwareadvice.com/crm/maximizer-crm-profile/) 4.1 [(366)](https://www.softwareadvice.com/crm/maximizer-crm-profile/reviews/) Ratings Breakdown - 3.86Ease of use - 3.83Value for money - 3.98Customer support - 3.93Functionality Pricing Starting at $65.00 per month Get Price Alternative Product [eWay-CRM](https://www.softwareadvice.com/crm/eway-profile/) 4.5 [(825)](https://www.softwareadvice.com/crm/eway-profile/reviews/) Ratings Breakdown - 4.43Ease of use - 4.38Value for money - 4.61Customer support - 4.34Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6994)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4482)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Nimble](https://www.softwareadvice.com/help-desk/nimble-profile/) 4.4 [(1868)](https://www.softwareadvice.com/help-desk/nimble-profile/reviews/) Ratings Breakdown - 4.28Ease of use - 4.27Value for money - 4.30Customer support - 4.21Functionality Pricing Starting at $29.90 per month Get Price ## 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 Read More 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 Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Reminders Reporting & Statistics Search/Filter Tagging Task Scheduling Workflow Automation ## Redtail CRM Integrations Nitrogen Integration rated undefined from -1 review ## Redtail CRM User Reviews ## Redtail CRM customer ratings - Overall rating: 4.1/5 - Total reviews: 85 ### Rating distribution - 5 stars: 38 reviews (45%) - 4 stars: 25 reviews (29%) - 3 stars: 17 reviews (20%) - 2 stars: 2 reviews (2%) - 1 star: 3 reviews (4%) ### Secondary ratings - Ease of use: 4.0/5 - Value for money: 4.2/5 - Customer support: 3.9/5 - Functionality: 4.0/5 --- ### The most friendly CRM - Overall rating: 5/5 - Reviewer: Ahmed A. - Verified reviewer: Yes - Industry: Consumer Services - Company size: 1001-5000 employees - Product usage: Used weekly for less than 6 months - Reviewed: December 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Support lackluster - Overall rating: 4/5 - Reviewer: HAROLD H. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2019 - Review source details: This review was submitted organically. No incentive was offered I am only using this CRM due to the integrations. Other CRM are more user friendly #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 1/5 - Functionality: 4/5 #### 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 --- ### Useful features and fairly easy to use - Overall rating: 5/5 - Reviewer: Simon H. - Industry: Financial Services - Company size: 1001-5000 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 5/5 - Functionality: 5/5 #### 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. --- ### RedTail CRM Review - Overall rating: 4/5 - Reviewer: Patrick C. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: August 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### 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. --- ### Redtail provides functional CRM for finance professionals - Overall rating: 4/5 - Reviewer: Alexandra (Alex) S. - Verified reviewer: Yes - Industry: Financial Services - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: April 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Redtail does what I need it to do for the most part. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 2/5 - Functionality: 3/5 #### 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. --- ### More features than we can use - Overall rating: 5/5 - Reviewer: Brian H. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We use it to capture all communications with clients and we love the automatic import features #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### 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. --- ### Great opportunity when leveraged properly - Overall rating: 5/5 - Reviewer: Paul G. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Great CRM for your Small Business - Overall rating: 5/5 - Reviewer: Mandy M. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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?! --- ### I wish I had had this software my entire career. - Overall rating: 5/5 - Reviewer: David S. - Verified reviewer: Yes - Product usage: Used daily for more than 2 years - Reviewed: November 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. This is a very time-saving product and robust in its integrations with other software and data sources. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### 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 --- ### Great CRM - Overall rating: 5/5 - Reviewer: Ryan P. - Verified reviewer: Yes - Industry: Airlines/ Aviation - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: April 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### 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 --- Showing 1 - 10 of 85 Reviews [See All Reviews](https://www.softwareadvice.com/crm/redtail-profile/reviews/) ## Redtail CRM Popular Comparisons [eWay-CRM vs Redtail CRM](https://www.softwareadvice.com/crm/eway-profile/vs/redtail/)[Zoho CRM vs Redtail CRM](https://www.softwareadvice.com/crm/redtail-profile/vs/zoho-crm/)[HubSpot CRM vs Redtail CRM](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/76515-redtail/)[Bigin by Zoho CRM vs Redtail CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/redtail/)[monday.com AI Work Platform vs Redtail CRM](https://www.softwareadvice.com/marketing/monday-com-profile/vs/redtail/) [Compare All Alternatives](https://www.softwareadvice.com/crm/redtail-profile/alternatives/) ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (255) Recently recommended **85** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18806) Recently recommended **67** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **59** times [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) **4.5** (98) Recently recommended **56** times Stuck Between Options? 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