# Redtail CRM Pricing 2026 | Capterra

> Learn more about Redtail CRM pricing plans including starting price, free versions and trials.

Source: https://www.capterra.com/p/121349/RedTail-CRM/pricing

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# Pricing for Redtail CRM

[4.1 (85)](https://www.capterra.com/p/121349/RedTail-CRM/reviews/)

Write a Review!

## [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) has **2** pricing plans

-   Yes, has free trial
-   No free version

**Credit Card Required:** No

**Discount:** Information not available

### Launch Plan

$39

**Pricing Model:** Per User

**Payment Frequency:** Per Month

Launch Plan plan includes:

-   Contact Management
-   Document Storage
-   Contact and Account-Level User Defined Fields
-   Multiple Methods for Client Segmentation
-   Account Management

### Growth Plan

$59

**Pricing Model:** Per User

**Payment Frequency:** Per Month

Growth Plan plan includes:

-   All Launch Plan Features
-   Automated CRM Workflows
-   CRM Suite Sync (Email, Calendar, and Contact Syncing)
-   CRM Automations
-   CRM Automation, Email, and Workflow Templates

## Popular alternatives to [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)

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[View all alternatives](https://www.capterra.com/p/121349/RedTail-CRM/alternatives/)

## What do others say about [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) pricing?

Pricing RatingN/A

Value For Money[4.2(85)](https://www.capterra.com/p/121349/RedTail-CRM/reviews/)

Pros

Cons

[Read All 85 Reviews](https://www.capterra.com/p/121349/RedTail-CRM/reviews/)

Read Full Reviews Below

Juliana J.

Financial Advisor

Financial Services, 1-10 employees

Used the software for: 1-2 years

**

Overall Rating

3.0

**

Ease of Use

4.0

Customer Service

4.0

Features

4.0

Likelihood to Recommend

80%

8/10

Reviewer Source

Source: Capterra

February 29, 2024

"Redtail CRM"

**Pros:** Redtail is relatively intuitive and easy to use.

**Cons:** It can be glitchy, particularly when interfacing with other software.

Lauren R.

Client Services Manager

Financial Services, 1-10 employees

Used the software for: 1-2 years

**

Overall Rating

5.0

**

Ease of Use

3.0

Customer Service

2.0

Features

4.0

Value for Money

5.0

Likelihood to Recommend

80%

8/10

Reviewer Source

Source: Capterra

January 2, 2024

"Much more robust than most CRMs at the same price point."

**Overall:** 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.

**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.

**Switched From:** [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)

**Reasons for Switching to Redtail CRM:** Robustness available with RedTail that was leaps and bounds past Wealthbox. RedTail was also less expensive than Wealthbox.

[Read All 85 Reviews](https://www.capterra.com/p/121349/RedTail-CRM/reviews/)

## How should I be thinking about software pricing?

[

Be an Informed Buyer: Understanding the True Cost of Business Software

It's not just you-budgeting for business software is complicated. We're here to break it down.

](https://www.capterra.com/resources/business-software-cost/)