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Redtail CRM

Web-based CRM for financial professionals

Table of Contents

Is this product right for your business?

Find out with a

Redtail CRM - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: March 2026

Redtail CRM overview

What is Redtail CRM?

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more.

With Redtail CRM, users can centrally manage all of their contact, lead, and client data in a single solution. Records can be tagged and categorized to simplify searching, and enable bulk editing and campaign targeting. All touches, activity, account notes, and data changes are stored in a single view in the contact record timeline, alongside account metrics. Configurable workflows enable the automation of processes including activity generation and tracking, based on a range of trigger events. Activities can also be customized and scheduled, with unlimited attendees, linked contacts and linked accounts.

Redtail CRM allows users to send out bulk broadcast emails to groups of prospects or clients, with the ability to attach files. Seminars and events can be planned and managed, with full reporting. Redtail CRM offers a range of account and client reports built in, and users can also utilize custom fields for drill-down and export custom data for analysis at any time.

Key benefits of using Redtail CRM

Records can be categorized and tagged for searching, bulk editing, and targeted marketing campaigns.

Activities are generated and tracked automatically by configurable workflows, and automated reminders alert users to important events such as client anniversaries, birthdays, and reviews.

Bulk email broadcasts can be sent to groups of prospects or clients, with support for file attachments.

The contact record timeline provides users with an at-a-glance view of activity, metrics, accounts, notes, and data changes.

Redtail CRM integrates with a range of applications, including LaserApp, Riskalyze, Albridge, Morningstar, and MoneyGuidePro.

Starting price

39per user /
per month

Alternatives

with better value for money

Pros & Cons

Integrations

Training and Learning Curve

Contact Management

Customer Support

Redtail CRM’s user interface

Ease of use rating:

4.1

(85)

Redtail CRM pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(5)

3-4(42)

5(38)

What do users say about Redtail CRM?

A few of the more advanced features can take time to learn, and customer support can be slow to respond.

Select to learn more

Who uses Redtail CRM?

Based on 85 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Financial Services

Banking

Accounting

Airlines/Aviation

Others

Use cases

CRM

Financial CRM

Contact Management

Mobile CRM

Account Management

Redtail CRM's key features

Most critical features, based on insights from Redtail CRM users:

Contact management

4.5

(17)

Task management

3.8

(16)

Workflow management

3.3

(10)

Contact database

4.7

(12)

Data import/export

4.4

(11)

Customizable fields

3.8

(8)

All Redtail CRM features

Features rating:

4.0

(85)

Task scheduling

4.0

(4)

Reporting & statistics

3.0

(1)

Interaction tracking

3.2

(9)

Document management

3.5

(2)

Customizable reports

3.9

(9)

CRM

4.0

(5)

Activity dashboard

4.0

(4)

Collaboration tools

4.5

(2)

Client management

3.9

(7)

Document storage

4.5

(8)

Search/Filter

3.8

(6)

Activity tracking

4.0

(3)

Alerts/Notifications

4.0

(3)

Reporting/Analytics

3.6

(8)

Lead management

3.9

(15)

Email management

3.5

(6)

Email marketing

3.5

(6)

Sales pipeline management

3.5

(2)

For financial institutions

(0)

For insurance industry

(0)

For startups

(0)

Event triggered actions

(0)

Mobile app

(0)

Pipeline management

4.0

(1)

Process/Workflow automation

(0)

Reminders

(0)

Appointment scheduling

(0)

Calendar management

(0)

Tagging

(0)

Customer database

4.0

(1)

Redtail CRM alternatives

Redtail CRM

4.1

(85)

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.0

Value for Money

4.2

Customer Support

3.9

HubSpot CRM

4.5

(4.4K)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Salesforce Sales Cloud

4.4

(18.7K)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Zoho CRM

4.3

(6.9K)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Redtail CRM pricing

Value for money rating:

4.2

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Launch Plan

/user

Per month

Features included:

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
Customizable Email Notifications and Dashboard Reminders
Sales Pipeline Tracker
Mobile App
Deep Industry Integrations
Complimentary Database Conversions
SSL Security
Teams

Growth Plan

/user

Per month

Features included:

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
Imaging: Audit Trails
Imaging: Create and Apply Indexes to Label and Search Files
Imaging: Integrates with CRM
Imaging: 200 GB of Storage
Compliant Texting/Chat Solutions
Speak: Automated, Searchable Archiving
Speak: Institution-Level Searching
Speak: Send and Receive Attachments
Speak: AI Assistant
Speak: Mobile App
Speak: Message Scheduling
Speak: Bulk Texting
Speak: Out of Office Option
Speak: Unlimited Messages
Speak: Call Forwarding
Orion Tech: Client Portal
Orion Tech: Orion Planning
Orion Tech; Proposal Generation and Account Opening
Orion Tech: Stress Test Risk Score
Orion Tech: 3D Risk Profile
Orion Tech: Behavioral Finance Tools

User opinions about Redtail CRM price and value

Value for money rating:

4.2

(85)

To see what individual users think of Redtail CRM's price and value, check out the review snippets below.

“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. And my favorite feature of all is the Reminder.”

Pressilla D.

Insurance Broker

“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.”

Pressilla D.

Insurance Broker

Redtail CRM integrations (39)

Integrations rated by users

We looked at 85 user reviews to identify which products are mentioned as Redtail CRM integrations and how users feel about them.

Intulse

Integration rating: 4.5 (2)

“It was important to at least to be able to have Intulse "log" a call, you still had to put in notes, but it shows that you did contact a client.”

“Automatically displaying any calls I have with a contact simplifies my work!”

Michelle T.

Administrative Coordinator

1/2

Levitate

Integration rating: 5.0 (1)

Redtail CRM customer support

What do users say about Redtail CRM customer support?

Customer support rating:

4.2

We analyzed 21 verified user reviews to identify positive and negative aspects of Redtail CRM customer support.

A fair number of users highlight that customer support is always available, responsive, and provides helpful guidance when needed.

A number of users report slow response times, long hold periods, and unresolved issues that require repeated follow-ups with support.

Support options

Knowledge base

Email/help desk

Phone support

Faqs/forum

Chat

Training options

Live online

Documentation

Webinars

In person

Videos

To see what individual users say about Redtail CRM's customer support, check out the review snippets below.

“has helped our business manage client data and very helpful customer service when I have any questions or need help.”

Jodie R.

Financial Advisor assistant

“The support team is always available if you need help and the classes they offer are extremely thorough and helpful.”

Jess O.

Client Service Specialist

“Used to be great but the past 5 years or so we've seen less attention and customer service is lacking - suggestions are noted as planned but no movement for years and new suggestions or comments sit awaiting moderator approval and never become visible to the community.”

Chuck V.

Owner/Advisor