# Redtail CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Redtail CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/121349/RedTail-CRM --- # Redtail CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Redtail CRM ## What is Redtail CRM? Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industrys most widely used applications. ## What is Redtail CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/)[Contact Management](https://www.capterra.com/contact-management-software/) Top alternative Featured Overall rating Based on 85 user reviews Reviews sentiment Positive 74% Neutral 20% Negative 6% Starting price $39 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Redtail CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://orion.com&name=Redtail CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Redtail CRM 4.1 (85) VS. [4.2 (993)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting Price $39 Per User, Per Month Starting Price $69 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (85) Ease Of Use 4.0 (961) Value For Money 4.2 (73) Value For Money 4.2 (784) Customer Service 3.9 (75) Customer Service 4.0 (756) ## Redtail CRM alternatives [4.2 (1,310)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars Highest Rated [4.8 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (6,977)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.7 (732)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/121349/RedTail-CRM/alternatives/) ## FAQs about Redtail CRM Overview ### Which roles and teams benefit most from Redtail CRM? Redtail CRM is most used by financial advisors, planners, and wealth management leaders who need to track client relationships, document interactions, and manage follow-up tasks. Administrative staff, client service teams, and operations or marketing leaders benefit by coordinating schedules, workflows, communications, and office-wide visibility across advisory practices. Answer based on 84 reviews Overview ### What company size and industries is Redtail CRM built for? Redtail CRM is built for businesses of all sizes, but it is used primarily by small businesses, which make up 91% of reviewers, and it serves Financial Services most heavily at 85%. It also appears in Banking at 3% and Accounting at 1%, with limited enterprise use at 9%. Answer based on 85 reviews Features and Usability ### What are the key features of Redtail CRM? Redtail CRM includes core CRM features like contact management, client notes, task management, calendar management, and document management. Differentiating features include configurable workflows, workflow automation, customizable fields, reporting, and integrations with broker-dealer and financial planning systems, plus reminders and a mobile app for offsite access. Answer based on 34 reviews Pricing ### How much does it cost and what fees or limitations are included? Redtail CRM starts at $39/user/month for the Launch Plan, with the Growth Plan at 59/user/month and a free trial available. Reviewers often call it affordable and a good value, especially for small firms, but some said growing teams outgrew it and advanced workflows may require extra paid Redtail University training. Answer based on 10 reviews Integrations ### Which third-party tools and platforms does Redtail CRM integrate with? Redtail CRM integrates with Intulse for call activity, Levitate for email tracking, and Nitrogen for client data sharing. It also connects to Envestnet, MoneyGuide, and Morningstar Office Cloud, giving advisory firms 6 third-party platforms across communication, planning, portfolio, and research workflows. Answer based on 25 reviews Getting Started and Support ### How easy is it to onboard and train a team on Redtail CRM? Redtail CRM offers in-person training, live online sessions, webinars, documentation, and videos, giving teams several ways to learn. Most users pick up basic tasks quickly and find it easy to train new staff, while admins and teams using advanced features often need more time because the system can feel daunting at first. Answer based on 20 reviews Getting Started and Support ### What customer support options does Redtail CRM offer, and how do users rate the experience? Redtail CRM offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support as helpful, friendly, and backed by useful resources and training. However, reviews also report inconsistent experiences, including long phone hold times, slow follow-up on technical issues, and frustration with unresolved cases. Answer based on 48 reviews Features and Usability ### What features does Redtail CRM offer? Redtail CRM covers contact management, calendars, workflows, reporting, and integrations for financial advisory teams. Many users like the automation tools, training resources, and cross-platform access, while some mention limited mobile features, missing field options, and reporting or filtering tools that can feel overly click-heavy or less customizable. Answer based on 26 reviews Features and Usability ### Is Redtail CRM easy to use? Redtail CRM feels easy to learn for many advisory teams, especially for basic contact, task, and calendar work. Many users describe the interface as intuitive and clean, but some find deeper functions like reporting, workflows, navigation, and mobile app use harder to master without training or support. Answer based on 22 reviews ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management 4.5 (17) 82.35% of 17 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Task Management 3.8 (16) 75.00% of 16 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Lead Management 3.9 (15) 53.33% of 15 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Contact Database 4.7 (12) 91.67% of 12 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Data Import/Export 4.4 (11) 81.82% of 11 reviewers that rated this feature as important or highly important Import and export data to and from software applications Workflow Management 3.3 (10) 80.00% of 10 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Redtail CRM 36 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Schedule appointments via a calendar Track and manage schedules and meetings via an integrated calendar Manage contact details and communication with clients Provides a channel for team members to share media files, communicate, and work together Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Customize data fields to support various needs and use cases Alter the layout and content of reports Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Predefined actions automatically performed on the occurance of specific events Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Intended to be used by insurers Primarily serving startup companies Track interaction history by documenting conversations for contacts Store information about leads or contacts and track, manage and nurture them throughout the sales process Access the system via a mobile application Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Pipeline view and tracking lead status Search and filter data across systems to locate required information by entering keywords or certain criteria Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Track and manage the scheduling of tasks Streamlining repetitive tasks and activities through automated and predefined workflows Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.0 (85) 4.0 Based on 85 reviews ## Pricing Value for money 4.2 (73) Free Trial [View pricing plan details](https://www.capterra.com/p/121349/RedTail-CRM/pricing/) Launch Plan $39.00 Per User,Per Month It 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 - Customizable Email Notifications and Dashboard Reminders - Sales Pipeline Tracker - Mobile App - Deep Industry Integrations - Complimentary Database Conversions - SSL Security - Teams Growth Plan $59.00 Per User,Per Month It 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 - 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 Value for money 4.2 (73) 4.2 Based on 73 reviews ## Integrations [ Nitrogen](https://www.capterra.com/p/210418/Riskalyze/)[ Envestnet | MoneyGuide](https://www.capterra.com/p/210422/MoneyGuidePro/)[ Morningstar Office Cloud](https://www.capterra.com/p/276297/Morningstar-Office-Cloud/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.9 (75) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.9 (75) 3.9 Based on 75 reviews ## User reviews Overall rating 4.1 Based on 85 reviews Filter by rating 5(38) 4(25) 3(17) 2(2) 1(3) Mentioned topic Sorted by most recent SY Salimata Y. Officer,Financial Center Assistant Manager Banking ### "Redtail Customer Service Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 June 11, 2025 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. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LH Luke H. Financial Advisor Banking ### "Quick to start, slow to run" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 May 4, 2025 Overall, I find Redtail CRM spot‑on for everyday client handling and for lone advisers or tiny practices Pros I love the UI, proper simple and nippy, everything feels set up to keep your productivity ticking along. By saying that, I’m thinking of the colour‑coded dashboards and the nifty filters that let you customise the view to whatever’s pressing right this minute. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MT Michelle T. Administrative Coordinator Financial Services ### "Great Financial CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 February 21, 2025 Wonderful! I love all the trainings offered and their RedTail U is the best! 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. Switched from [Act!](https://www.capterra.com/p/175860/Act/) 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AM Amelia M. Associate Financial Advisor Financial Services ### "Ease of use" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 7, 2025 Overall it is easy to learn and use. I like how the contact profiles look. It is very functional. Pros I like how user friendly it is. Their tech support is really helpful and very responsive. I like how it integrates with my other software. Cons I don't like having to manually push my activities to see them on my todays view. I also wish there was a plugin in Outlook to be able to add an email to a contact and an activity. I also dont like not being able to search by nickname for my contacts. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JE Jaimie E. Marketing Director Financial Services ### "Gets the Job Done but Could Be Better" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 4/10 January 2, 2025 Redtail CRM has been better out of the box than Sugar CRM but leaves a lot to be desired in terms of custom workflows and usability of the customer data profiles. Pros Easy to use the basic functions. Good for keeping track of essential client data and maintaining a client review schedule. Cons Requires a lot of menu diving for anything other than basic functions. Workflows are clunky for automations. Calendar integration is a hassle and tech support is subpar. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JJ Juliana J. Financial Advisor Financial Services ### "Redtail CRM" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 29, 2024 Pros Redtail is relatively intuitive and easy to use. Cons It can be glitchy, particularly when interfacing with other software. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LR Lauren R. Client Services Manager Financial Services ### "Much more robust than most CRMs at the same price point." 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 8/10 January 2, 2024 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. 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. Switched from [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) Robustness available with RedTail that was leaps and bounds past Wealthbox. RedTail was also less expensive than Wealthbox. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BA Bruno A. Senior HR Industrial Automation ### "Ottimo CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 December 14, 2023 Pros Utilizzato come CRM aziendale per tener traccia dei clienti e la relativa gestione. Cons Nessuno aspetto negativo rilevato nel breve uso che ho effettuato. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Insightly](https://www.capterra.com/p/130671/Insightly/) [Neon CRM](https://www.capterra.com/p/102088/NeonCRM/) [Octopus CRM](https://www.capterra.com/p/204641/Octopus-CRM/) [Total Expert](https://www.capterra.com/p/146103/Total-Expert/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User Office Manager Financial Services ### "Does it's job" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 November 30, 2023 Pros Redtail is fairly easy to use and straightforward. 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). Cons Workflows do not work well. We ended up purchasing another software that integrates with Redtail to manage our workflows. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CV Chuck V. Owner/Advisor Financial Services ### "A lot has changed over the years" 2.0 Overall Rating 2.0 2.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 August 22, 2023 Pros Maintain my client database along with activities and notes for compliance purposes - sync's with my mobile phone so contacts and calendar is always available Cons 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. Can take hours to get customer service on the phone to resolve issues and we haven't seen an update to the program in ages. Doesn't seem they care anymore about the users experience. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/121349/RedTail-CRM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [HubSpot CRM vs Redtail CRM](https://www.capterra.com/compare/121349-152373/RedTail-CRM-vs-HubSpot-CRM) [Salesforce Sales Cloud vs Redtail CRM](https://www.capterra.com/compare/61368-121349/Salesforce-vs-RedTail-CRM)