Redtail CRM Pricing, Features, Reviews & Comparison of Alternatives

Redtail CRM

Web-based CRM for financial professionals

3.94/5 (33 reviews)

Redtail CRM overview

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.


Starting from
Pricing options
Free trial
Value for money
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Business size



United States

Supported languages

Redtail CRM screenshot: The dashboard gives users an overview of their daily tasks and remindersRedtail CRM screenshot: Customizable workflows can be used to automatically generate and track activityRedtail CRM screenshot: The contract record timeline records account notes, activity, and data changes in a single screenRedtail CRM screenshot: Activities can be customized and scheduled for multiple users, clients, and guestsRedtail CRM screenshot: A range of client and account reports are built in

Redtail CRM reviews

Value for money
Ease of use
Customer support
Peter Schultz

Decent online CRM with price being one of the best features - but you get what you pay for....

Used daily for 2+ years
Reviewed 2017-11-07
Review Source: Capterra

It is one of the lower cost CRM softwares available and for companies that can't afford anything better this is a decent solution. We quickly outgrew it's usage and moved on to something much more robust and usable.It is fairly simple to do all of the basic functions of the software. Add contacts and information, look up contacts, edit information. I really liked that there would be a red reminder at the bottom of the webpage letting you know of an upcoming appointment within 30 minutes time. There is a search bar at the top of the screen no matter what page you are on which is nice to be able to change contacts "on the fly". Since it is web-based it is accessible from anywhere you have web access.

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Jeremiah Forrister

Not impressed by the user-interface, but the CRM serves it's function.

Used daily for 2+ years
Reviewed 2017-12-06
Review Source: Capterra

We are able to see detailed notes on clients, and those notes never go away.I enjoy that all information is thoroughly saved once it's in the system. You can't accidentally or intentionally delete comments/notes on clients accounts. This is crucial in a field where we need to know what has been communicated to our clients. This CRM allows us to produce reports that show when/where the client came in. This is an important process to understand how we should interact with clients to better serve them.

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Jennifer Brophy

Redtail CRM has been a love/hate relationship but we are still using it!

Used daily for 2+ years
Reviewed 2018-06-19
Review Source: Capterra

The system is a great value and isn't too heavy on functions we don't need like Salesforce.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.

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Great fit for small to medium sized RIAs looking for a CRM solution tuned to the Financial Advisor.

Used daily for 2+ years
Reviewed 2018-04-04
Review Source: Capterra

Straight forward migration from ACT with good migration support, so we were up and running quickly. We now have an SEC-compliant, cloud-based CRM which seamlessly tracks and archives client email communications and has a good SEC-compliant document repository. Low price point for a CRM that is built from the ground up to support Financial Advisers. SEC-compliant document management and email make this easy to archive and track client documents and communications in the secure cloud. Good integration with CopyTalk.

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Great CRM

Used daily for 6-12 months
Reviewed 2018-10-03
Review Source: Capterra

Overall, I am very impressed with Redtail. I wasn't a part of the team who chose this software. It was in place when I joined my present company. But I have enjoyed using it and wish I'd been given it for the previous companies I worked with.Redtail allows you to input just about every detail imaginable about your clients. It gives you birthday reminders. You're able to store related documents for client accounts. It integrates with multiple software programs so that client information can pre-populate when you're completing applications. It allows you a simple way to document client conversations. It's just about the most robust CRM I've seen out! Wow!

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Redtail CRM pricing

Starting from
Pricing options
Free trial
View Pricing Plans

$99 per month, per database - includes 15 users.

Redtail CRM features

Activity Dashboard
Activity Tracking
Automatic Notifications
Automatic Reminders
CRM Integration
Custom Fields
Customizable Reporting
Data Import/Export
Email Integration
Reporting & Statistics

API (299 other apps)
Calendar Management (146 other apps)
Customer Database (118 other apps)
Customizable Branding (150 other apps)
Customizable Templates (130 other apps)
Electronic Payments (114 other apps)
Email Templates (109 other apps)
Mobile Integration (119 other apps)
Social Media Integration (127 other apps)
Third Party Integration (166 other apps)

Additional information for Redtail CRM

Key features of Redtail CRM

  • Contact, lead & client management
  • Reminder alerts
  • Broadcast emails
  • Custom data exports
  • Workflow management
  • Record categorization & tagging
  • Client & account reports
  • Activity tracking
  • Dashboard
  • Custom automations
  • Contact timelines
  • Data change tracking
  • Activity management
  • Custom fields
  • Customizable reports
  • Seminar management
  • Activity scheduling
View All Features


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.