--- title: "Redtail CRM Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Redtail CRM. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Redtail CRM is a good fit for you!" source_url: "https://www.softwareadvice.com/crm/redtail-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / [Redtail CRM](https://www.softwareadvice.com/crm/redtail-profile/) / Redtail CRM Reviews 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](https://www.softwareadvice.com/crm/redtail-profile/) Reviews [Alternatives](https://www.softwareadvice.com/crm/redtail-profile/alternatives/) # Redtail CRM User Reviews ## Reviews summary - Overall rating: 4.1/5 - Total reviews: 85 ### Secondary ratings - Ease of use: 4.0/5 - Customer support: 3.9/5 - Value for money: 4.2/5 - Functionality: 4.0/5 ### 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%) ### Most mentioned pros - It also integrates well with industry-specific tools, and the built-in document management is really useful. - There are lots of "extras" that we don't use, but it works for what we need it for (CRM for a financial services firm, note keeping, contact management). - 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 ### Most mentioned cons - I don’t like how slow it runs, really—you take it for a quick spin and end up waiting on every single screen, feels like it’s catching its breath each time. - I don't like having to manually push my activities to see them on my todays view. - I also dont like not being able to search by nickname for my contacts. ## Redtail CRM customer reviews Showing reviews 1-25 of 85 (page 1). ### 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 --- ### Best CRM this Far - Overall rating: 5/5 - Reviewer: Pressilla D. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. All in all, Retail is a great software and the best CRM I have used this far. It allows me to so what I need to strive with my clients and meet their needs. I like it a lot and hope to be a customer for a very long time. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Where do I start? I love how detailed it is. It allows me to: 1. Customize fields which is super important because there are certain things that we keep track of that is unique to us and wouldn't necessarily be popular fields found in CRMs. 2. Manage Contacts. The Contact Details that can be saved are great for managing your clients and getting to know them. The Membership feature is especially cool for connecting contacts that know each other like family members, friends or even coworkers. This is really great especially for referrals. Oh and it helps you to keep track of your Referrals because there is a field for that and a slot to show who referred the person. 3. Manage my tasks easily. I can reschedule task, schedule them for all day whick is my favorite so that it does not interfere with other things scheduled at specific time. This is perfect for tasks that really have no deadline in that day. Allows you to assign tasks by teams, link contacts and notes and even link additional contacts or accounts. It's very cool. 4. I love that it's built like an Investment software so many of the fields are already related to Finance which is right in the alley for Insurance. 5. And my favorite feature of all is the Reminder. Never miss another important moment with this CRM. #### Cons Although I love this CRM, it could use a few improvements. It doesn't allow me to delete or replace fields that it comes with which is a bit annoying because some are unrelated to my business and instead of adding more to what's there,I would prefer to just delete and keep only what I need to avoid the cluster. The next big thing for me is that the workflows (which I love the feature of) does not list under my task although they are tasks to be completed. The workflow tasks are only displayed under the workflow category which takes an extra step to get to. Once there, you will find tasks under your workflow to complete. It would be great if they were listed under the General tasks too. #### Reasons for switching to Redtail CRM Better features for what I needed. --- ### Redtail CRM is great for Financial Advisers - Overall rating: 5/5 - Reviewer: Renee G. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I've been using Redtail for 5+ years and every day I feel like I find something new and exciting to do with it. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Easy to learn and use. You are able to run a report for just about any scenario. #### Cons If you have a small office, work flows may be more work, than necessary. --- ### Inexpensive Option relative to Salesforce - Overall rating: 4/5 - Reviewer: Henry P. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Even with limitations, it is a good value and does what a CRM should do - track interactions. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 2/5 - Functionality: 3/5 #### Pros The bare bones features - CRM / tasks etc are fine but as you move up the ladder in terms of what you require from a CRM this is not such a great option as you grow. I think this is a great tool for a small start up because of the cost differential but as we are growing it is easy to see why th eadded cost of more robust systems is justified #### Cons While there are features that can be utilized, they are not so easy to implement and the lack of customer service is a negative as you grow --- ### Customer Support Is Horrible - Overall rating: 3/5 - Reviewer: Michael I. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2022 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros If you need technical support, be prepared to wait on hold for close to an hour. #### Cons Customer support sucks. If you call in for support, you will be on hold for close to an hour. You will also listen to their stupid prerecorded messages which play over and over the entire time. #### Reasons for choosing Redtail CRM I thought they would be better than ACT. #### Reasons for switching to Redtail CRM I thought this would be an improvement. --- ### Redtail CRM has been a love/hate relationship but we are still using it! - Overall rating: 3/5 - Reviewer: Jennifer B. - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The system is a great value and isn't too heavy on functions we don't need like Salesforce. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros Great customer service and support! Really awesome team that listens to feedbacks and makes changes and updates accordingly. I've voted on many ideas that have been added to Redtail so I feel valued as a customer and know the company is working to stay in front of client needs. #### Cons The software clones the home address and phone number to the spouse when entering contacts. However when using search functions, the spouse does not technically have information entered for their address or home phone number so searches do not include them. I think it is redundant to enter the information twice. They are working on the ability to use a spreadsheet to upload information by the user. Currently a spreadsheet can be emailed and their team will upload within 24 or 48 hours but our office does not have time for such. --- ### It is a useful CRM system for all client data - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Product usage: Used daily for less than 2 years - Reviewed: March 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Company data information #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I like the organization of it and how much specific information can be recorded or the use of custom fields as well. #### Cons Sometimes trying to find or edit a piece of information is very hard to find. Also when you are exporting lists of names or information it is not user friendly and doesnt give you enough choices to narrow it down to. --- ### Redtail CRM - Overall rating: 4/5 - Reviewer: Alaina G. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2022 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Functionality: 5/5 #### Pros We use Redtail for contact and task management. It's easy to collaborate with other team members on tasks for our clients. #### Cons The interface took some getting used to but could be improved. For example, the text box when editing an activity is small; often you can't read all of the text without scrolling. --- ### Great CRM - Overall rating: 5/5 - Reviewer: Phillip L. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2019 - 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 users of RedTail for 10+ years and only utilize a small portion of what is available, yet the $ spent is well worth it. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of use, amount of resources and linking features is great. #### Cons Can sometimes be overwhelming or difficult to navigate - mainly learning curve issues, but I'm not a big enough user to justify the cost of the "school". --- ### Invaluable for People in the Financial Planning/Accounting Space - Overall rating: 5/5 - Reviewer: Olivia G. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2020 - 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: 5/5 #### Pros 1. Customer Service is INCREDIBLE. They will do a one-on-one training with you, any time, any where, no matter the issue you have. 2. A near infinite amount of reports and searches can be run, which makes getting your contact database cleaned up super easy. 3. Notes can be pinned to the top of a contact 4. Quicklist feature at the top is super helpful for people you regularly need to contact 5. Templated notes makes note taking for things like tax season really easy #### Cons 1. I wish notes could be edited. 2. I wish notes were viewable in email, although this may be a compliance issue. --- ### Seems to do everything we need it to do so far - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: November 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: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Their customer service is definitely the best feature. Very helpful! A close second is the workflows and how to implement those into our practice. #### Cons I don't like the lack of customization options within the different dashboards and views. I find that clunky and difficult to get used to. #### Reasons for switching to Redtail CRM went to a new firm that uses redtail --- ### Redtail Is great - Overall rating: 5/5 - Reviewer: Chris M. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. A CRM tool to house all client information and appointments. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Redtail's ease of use. It is a great software and is easy to learn. #### Cons Lack of certain integrations, especially with Outlook. --- ### CRM Software - Overall rating: 4/5 - Reviewer: Lance B. - Verified reviewer: Yes - Industry: Financial Services - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: April 2019 - Review source details: This review was submitted organically. No incentive was offered Redtail is becoming widely used in my workplace and is helpful for a growing business. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Redtail helps integrate all aspects of my business. The client contact, marketing, and prospecting parts of my business. #### Cons There is a steep learning curve. Hard to learn all that it can do in a short period of time --- ### great software, very user friendly, easily implemented and integrated with other software platforms - Overall rating: 5/5 - Reviewer: Giovanni M. - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2018 - 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: 5/5 #### Pros i like that it not only integrates with my broker dealer but also with sales/lead software vendors and constant contact for easy updating and soliciting #### Cons takes some time to get used to and to fully implement and the university or training can get a bit daunting --- ### Great Customizable Calendar - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: April 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: 3/5 - Functionality: 4/5 #### Pros I love the customizable calendar where you can choose different colors for different kind of appointments/meetings. Also how you can automate meeting that happen at a certain time and day repeatedly. #### Cons It is challenging to figure out all the features that it holds, but it will just take time. --- ### Modern cloud-based CRM software that offers great features and is simple to learn and use. - Overall rating: 4/5 - Reviewer: Jamie W. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: December 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. A user friendly feature-rich easy to use CRM software #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros My company switched from GoldMine to Redtail and I was very hesitant to have to learn a whole new CRM. I was so surprised how simple Redtail was to learn and use. Although it has many sophisticated features more advanced users would want to delve into, the interface remains usable for those of us who are newbies to CRM software. #### Cons We did have some difficulty transferring our data from our old CRM to Redtail. All of the fields did not import correctly and we had to go in and manually enter data. ## More reviews [Next reviews](https://www.softwareadvice.com/crm/redtail-profile/reviews/?page=2) --- Redtail CRM Reviews, Pros and Cons - 2026 Software Advice