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

Aman Preet S.

Verified reviewer

Retail

10000+ employees

Used monthly for less than 12 months

Review source

Reviewed July 2022

Pros and cons of Redtail CRM

If one wants to manage their workflow and have a nice and professional looking reporting then they can surely go with Redtail CRM and for content management stuff they can go for other alternatives.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The most critical features for us as a team was to handle the workflow management as well as reports and analytics of our financial data along with that Redtail CRM is affordable in long term

Cons:

Content management and alerts and notification services of Redtail CRM is the one which they need to work on as for our perspective they are not up to the mark.

Reasons for switching to Redtail CRM

I have switched from multiple CRM tools and equivalent based on the current requirements and here my requirement was to get the nice and professional looking reporting hence went for Redtail CRM.

Michelle T.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2025

Great Financial CRM

Wonderful! I love all the trainings offered and their RedTail U is the best!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the ease of using RedTail. The support is good too!

Cons:

Sometimes it takes a day or two to get questions answered.

Reasons for switching to Redtail CRM

ACT was not a great product, it was difficult to use and did not have great integrations or the ability to use it as a sales tool

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.

Lauren R.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed January 2024

Much more robust than most CRMs at the same price point.

The transition from one CRM to RedTail went very well, and we felt well-supported throughout. They system works wonderfully for our group now, but it took a lot of trial and error for us to figure out how to do that. The support, training, help after transition is pretty much non-existant, which was very frustrating.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

They system is very customizable in all senses. Nearly all fields and how their set up can be customized to work for your group and business. We also use the reporting features quite a bit.

Cons:

The ability to customize everything can become paralizing, and RedTail's training and support was not nearly robust enough. We set the system up the way we thought would work for us, only to realize that certain things are not reportable/searchable. We then had to rethink and re-set up our entire contact list.

Reasons for choosing Redtail CRM

Extensivness of contact types and fields available within each contact. The ability to customize most fields to fit our needs.

Reasons for switching to Redtail CRM

Robustness available with RedTail that was leaps and bounds past Wealthbox. RedTail was also less expensive than Wealthbox.

Jess O.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed February 2020

We love Redtail!

Overall we love Redtail and continually attribute it to the efficiency of our team. Things no longer fall through the cracks because we've taken the time to set up workflows for all of our processes and we all contribute thorough notes to our client records. We use tasks every single day to make sure things are getting done AND that there's a record of someone doing them. We use the reporting options daily and have gained better insights into the business because of the report options available. We absolutely recommend Redtail to anyone looking for an efficient and affordable CRM

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Redtail is cleanest looking and feeling CRM that we trialed. Everything is setup with the user in mind, so it's very easy to use. It's also very intuitive and there aren't many learning curves. The reporting is far above what other systems offer, and the workflows have completely changed the functionality of our team for the better. The ability to set up automations has also improved our processes. Our business runs much more smoothly, efficiently, and quickly because of Redtail. We find that the workflows and automations ensure that there are never gaps in our processes and things get done in a more timely fashion. They are always making updates and improvements based on user request, so over the three years we've been using it, it has only become more functional and user friendly versus feeling outdated. The support team is always available if you need help and the classes they offer are extremely thorough and helpful. The price is very affordable per user and they absolutely deliver quality well above the price point.

Cons:

There's not a lot to be disliked about Redtail, but some of the options are technologically advanced and either require a strong ability to be tech savvy or an investment in Redtail University. Various members of our team have attended Redtail University on many occasions and have found it to be extremely helpful in each of our understandings of how certain parts of the system work (mainly workflows) but unfortunately it is an additional $$ investment.

Reasons for switching to Redtail CRM

We made the switch initially because Redtail was more functional for a team, whereas our previous system wasn't as functional for multiple advisors and support staff. Redtail was also more functional visually because of the calendar customization options that they offer. It also felt more technologically forward and our previous system felt outdated.

Chris D.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed September 2021

Not a bad CRM, but I ultimately took my business elsewhere

Overall, I was displeased enough with the software that within 6 months of joining Redtail I lobbied hard enough for the firm to switch to Wealthbox and spent nights and weekends figuring out the software and spearheading the move as I was very frustrated in the lack of customizations and user interface.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Redtail is a good software and has a lot of functionality for contact management (assets, liabilities, notes, etc.) I do like that Redtail is more encompassing than many other CRMs (ex outlook) that can track way more customizable information.

Cons:

There was very little customization that made navigating the software difficult. Also i found the contact management interface difficult. In addition, tech support had very long wait times and ultimately required a bunch of email back and forth which is not helpful when your issue is complicated.

Reasons for switching to Redtail CRM

I left my previous firm and ended up adopting the new firm's CRM (Redtail).

Tara M.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

RedTail

RedTail is a good CRM but some of the functionality could be improved on so it isn't so "clicky"

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

They only charged per office and allowed up to a certain number of users without any additional costs. We could add or remove profiles ourselves for new or terminated employees.

Cons:

You had to make multiple "clicks" to get certain information for clients. They didn't truly integrate with several of the software programs. Integrations were mostly single-sign-on. Emails had to be copy and pasted to contact profiles.

Reasons for choosing Redtail CRM

I have been in the industry for a long time and was already familiar with RedTail. At the time we switched, RedTail was the premier industry leader for CRMs.

Reasons for switching to Redtail CRM

SmartOffice was out-dated and not user friendly

Zach P.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed September 2020

Redtail Customer Service Review

the CRM software is great, however the customer service experience we have received takes away from the value of this product

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use and navigation - it is very easy

Cons:

There is a serious lack of training at the initial on-boarding. Also, the biggest negative - the customer service team needs a lot of work. You constantly have to follow up with them after weeks of waiting, and even when you follow up, they never have an answer or solution, and state that they need to contact another team member for an update, then you end up waiting another week or two before any progress is made. This scenario has occurred with our team at least a dozen times.

Reasons for choosing Redtail CRM

We agreed to work with Morningstar, and Redtail CRM was offered as a add-on

Reasons for switching to Redtail CRM

We agreed to work with Morningstar, and Redtail CRM was offered as a add-on

Verified

Reviewer

Financial Services

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed January 2023

Redtail was front line of FS CRM, but management apparently took revenue out of. Viking

Not positive overall. If I’d have any

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It was tailored for FS Industry and was setup for to integrate with our back office of custodian.

Cons:

How slow it is. Take it for a spin and wait for every screen

Reasons for switching to Redtail CRM

Insightly not supported at my broker/dealer. Just subscribed to WealthBox.

Salimata Y.

Verified reviewer

Banking

10000+ employees

Used daily for less than 2 years

Review source

Reviewed June 2025

Redtail Customer Service Review

I use Redtail CRM daily to manage client relationships in the financial sector — it helps me track communications, schedule follow-ups, and keep everything organized in one place.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like how easy Redtail is to use, with a clean interface and customizable client records. It also integrates well with industry-specific tools, and the built-in document management is really useful.

Cons:

Some parts of the interface feel a bit outdated. A few of the more advanced features can take time to learn, and customer support can be slow to respond.

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