--- title: "Redtail CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Redtail CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/121349/RedTail-CRM/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Redtail CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 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 Free version not included 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://www.g2.com/products/redtail-technology/claim_requests/new?auto=true) ## 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 (2,082)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price $39 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (85) Ease Of Use 4.0 (362) Value For Money 4.2 (73) Value For Money 3.9 (298) Customer Service 3.9 (75) Customer Service 3.8 (316) ## Redtail CRM alternatives [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/) [4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) Starting price $65.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/154610/Maximizer-CRM/) [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/) [4.5 (830)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152769/eWay-CRM/) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [4.3 (7,008)](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 [Learn More](https://www.capterra.com/p/155928/Zoho-CRM/) Highest Rated [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,492)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [View all alternatives](https://www.capterra.com/p/121349/RedTail-CRM/alternatives/) ## FAQs about Redtail CRM Overview ### What problems does Redtail CRM solve? Redtail CRM solves scattered client records, missed follow-ups, and disconnected advisor workflows by centralizing contact details, notes, documents, tasks, calendars, reminders, and referral relationships. Financial advisors, insurance professionals, and small advisory practices use it to coordinate client service, track prospect sources, automate recurring work, and share interaction histories across teams. Answer based on 42 reviews Overview ### Which roles and teams benefit most from Redtail CRM? Redtail CRM is most used by financial advisors, planners, and advisory teams managing client relationships, prospect follow-ups, household records, and compliance-related activities. Operations managers, office administrators, and executive assistants coordinate workflows, calendars, and service requests, while marketing teams organize campaigns and communications. Firm leaders monitor practice activity and support consistent client service. Answer based on 84 reviews Overview ### What company size and industries is Redtail CRM built for? Redtail CRM is a CRM solution for businesses of all sizes, with 91% of reviewers from small businesses and Financial Services representing 85%. It supports client data management, workflows, email marketing, and data exports for financial services firms, while also serving enterprise users (9%), banking (3%), and accounting (1%). Answer based on 85 reviews Features and Usability ### What are the key features of Redtail CRM? Redtail CRM includes core task management for assigning work to users or teams, adding notes and steps, and syncing reminders with calendars and to-do lists. It also provides lead management for tracking prospects and data import/export with custom export templates, selected contact or account fields, and spreadsheet-compatible files. Answer based on 12 reviews Pricing ### How much does it cost and what fees or limitations are included? Redtail CRM starts at $39 per user/month for Launch, while Growth costs 59 per user/month and adds Imaging, Speak, and integrated Orion tools. A free trial is available. Reviewers often consider the per-user pricing a good value, though some report outgrowing the platform and note Redtail University training can require an additional investment. Answer based on 10 reviews Integrations ### Which third-party tools and platforms does Redtail CRM integrate with? Redtail CRM integrates with three third-party tools: Envestnet | MoneyGuide for financial planning, Nitrogen for investment analysis, and Virbo Wondershare for video content creation. These catalog-listed connections support advisors who combine client planning, portfolio discussions, and communications workflows within their broader technology stack. Answer based on 23 reviews Getting Started and Support ### How easy is it to onboard and train a team on Redtail CRM? Redtail CRM is easy for most staff to learn for basic contact, calendar, and note-management tasks. Training includes in-person classes, live online sessions, webinars, documentation, and videos, with one-on-one support available. Reviewers note that new users can onboard quickly, while admins and teams adopting advanced features, reports, and workflows need more time and structured training. 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 provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support staff as helpful, responsive, and available, with useful training and resources. However, some report slow follow-up, unresolved technical issues, limited post-onboarding help, and long phone hold times. Answer based on 48 reviews Features ### What features does Redtail CRM offer for financial advisors? Redtail CRM provides contact management, calendars, tasks, workflows, reporting, document storage, and integrations for financial advisory teams. Many users find its core tools easy to learn and useful for daily client work, while some want deeper reporting, more customizable fields, editable notes, and a more capable mobile app. Answer based on 26 reviews ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Redtail CRM includes **Customer Database**, giving teams a central place to store and review client information. However, it does not offer **Data Security** or **Real-Time Data**. Instead, it provides other features that reviewers also rate as important, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**). These features help businesses organize records, find information faster, and maintain day-to-day visibility into client relationships, allowing teams to work more efficiently and respond to customer needs with better context. 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. Search/Filter 3.8 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria 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 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 Redtail CRM 36 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Appointment Scheduling: Schedule appointments via a calendar - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - For Insurance Industry: Intended to be used by insurers - For Startups: Primarily serving startup companies - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Mobile App: Access the system via a mobile application - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: 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: - 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 - Compliant Texting/Chat Solutions - Imaging: 200 GB of Storage - Imaging: Integrates with CRM - Imaging: Create and Apply Indexes to Label and Search Files - Imaging: Audit Trails - Imaging: Archive Section - Imaging: Drag and Drop Files in Web App - Imaging: Bulk Upload and Download - Compliant, Paperless Document Storage - CRM Bulk Emails - CRM Automation, Email, and Workflow Templates - CRM Automations - CRM Suite Sync (Email, Calendar, and Contact Syncing) - Automated CRM Workflows - All Launch Plan Features 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/) 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 CRM](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/) [Netskope One Platform](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. AN 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)