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Redtail CRM
5
38
4
25
3
17
2
2
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Web-based CRM for financial professionals
Table of Contents
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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.
Starting price
per month
Alternatives
with better value for money
Pros & Cons
Contact Management
Training and Learning Curve
Client Support
Customer Support
Redtail CRM’s user interface
Redtail CRM pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.2
Features
4.0
Ease of use
4.0
Customer support
3.9
Reviews sentiment
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
Enterprises
Midsize Businesses
Top industries
Use cases
Redtail CRM's key features
Most critical features, based on insights from Redtail CRM users:
All Redtail CRM features
Features rating:
Redtail CRM alternatives
Redtail CRM
Starting from
39
/user
Per month
HubSpot CRM
Starting from
20
/user
Per month
Salesforce Sales Cloud
Starting from
25
/user
Per month
Zoho CRM
Starting from
14
/user
Per month
Redtail CRM pricing
Pricing plans
Pricing details:
User opinions about Redtail CRM price and value
Value for money rating:
To see what individual users think of Redtail CRM's price and value, check out the review snippets below.
Salimata Y.
Officer,Financial Center Assistant Manager
Jaimie E.
Marketing Director
Redtail CRM integrations (2)
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.
Integration rating: 5.0 (3)
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.”
Michelle T.
Administrative Coordinator
Integration rating: 5.0 (1)
Integration rating: 5.0 (1)
Integration rating: 5.0 (1)
Other top integrations
Redtail CRM customer support
What do users say about Redtail CRM customer support?
Customer support rating:
We analyzed verified user reviews to identify positive and negative aspects of Redtail CRM customer support.
A fair number of users find Redtail CRM's customer support highly responsive, helpful, and easy to reach when issues arise.
Multiple users appreciate the availability of thorough training resources and support channels, including phone and online help.
A fair number of users report long wait times, slow follow-up, and unresolved issues when contacting customer support.
Multiple users feel customer service has declined over time, with delayed fixes and poor communication about ongoing problems.
Support options
Training options
To see what individual users say about Redtail CRM's customer support, check out the review snippets below.
“The support is good too!”
Michelle T.
Administrative Coordinator
“I do like that Redtail is more encompassing than many other CRMs (ex outlook) that can track way more customizable information.”
Chris D.
Financial Planner
“A few of the more advanced features can take time to learn, and customer support can be slow to respond.”
Salimata Y.
Officer,Financial Center Assistant Manager
“The support, training, help after transition is pretty much non-existant, which was very frustrating.”
Lauren R.
Client Services Manager