Redtail CRM

What Is Redtail CRM?

Redtail CRM is a customer relationship management software built for financial advisors and advisory teams. It helps users manage clients, tasks, onboarding, reviews, and meeting preparation while automating routine workflows. The platform includes customizable workflows, more than 100 integrations, and tools that support team collaboration and compliance. Redtail CRM is used by solo advisors, small firms, and larger organizations looking to simplify day-to-day client and operational management.

What Is Redtail CRM Best For?

Redtail CRM stands out for its customizable workflows. They help financial advisors organize recurring tasks around the way their firms operate. Teams can use these workflows for onboarding, client reviews, and meeting preparation. This reduces repetitive work in day-to-day client management. It also gives advisory teams a more structured way to manage routine processes without adding unnecessary complexity.

How Much Does Redtail CRM Cost?

Redtail CRM pricing starts at $45/user/month. The basic plan, known as Launch, supports up to five users and includes contact and account management, reporting, segmentation, integrations, and mobile access. Further pricing tiers are as follows:

• Growth: $65/user/month
• Enterprise: Custom pricing

In addition to base subscription organization should account for the following potential expenses:

• Implementation And Configuration: Approximately $1,000–$5,000 for a small advisory firm; more complex deployments may cost $5,000–$20,000
• Custom Integrations: Estimated at $500–$2,000 for configuring native connections; custom API work may cost $5,000–$15,000 per integration
• Additional Training: Approximately $500–$5,000 if external or customized team training is required

Reviewers generally view Redtail CRM as reasonably priced, with several users citing affordability, long-term value, and lower costs than more complex CRM options. However, some have shown concerns about the value for money it provides.

Disclaimer: The pricing is subject to change.

Redtail CRM Integrations

The software supports integration with multiple systems and platforms, such as:

• AdvisorEngine
• Atlas Point
• Capitect
• Evernote Teams
• Fireflies software
• Healthpilot
• HubSpot CRM software

How Does Redtail CRM Work?

Here's how you can get started with the software:

• Set up the platform and import existing client data during onboarding
• Add and manage client information for ongoing relationship management
• Configure customizable workflows for onboarding, reviews, and meeting preparation
• Assign tasks to team members across recurring client-related processes
• Automate routine work using workflows for repeatable activities
• Connect existing tools through Redtail CRM’s available integrations
• Track client activities, tasks, and reviews as work progresses
• Use shared visibility to support coordination across advisory teams

Who Is Redtail CRM For?

Redtail CRM is ideal for a wide range of industries and sectors, including:

• Insurance
• Banking
• Finance

Redtail CRM Use Cases

Based on our analysis of user feedback and Redtail CRM features, we have identified the following key scenarios where it is a good fit:

1. Small Advisory Practices Handling Client Work With Limited Staff

For solo advisors and small firms, routine client work can quickly compete with time spent on advisory services. Redtail CRM gives these practices a central place to manage client relationships and recurring activities without building a complex operational setup. User feedback described it as well suited to everyday client handling and small practices. This makes it particularly relevant for lean advisory firms where one person may handle several parts of the client relationship.

2. Advisory Firms Keeping Client Reviews From Falling Behind

Regular client reviews depend on having the right information available and knowing when each relationship needs attention. Redtail CRM can help firms keep client records and review schedules together rather than tracking them through separate processes. Reviews noted using the platform to maintain essential client data and a client review schedule. This can help advisory teams create more structure around recurring review cycles without relying entirely on manual reminders.

3. Client Service Teams Managing Frequent Follow-Ups

Client service staff often move between calls, scheduled follow-ups, and previous conversations throughout the day. Redtail CRM provides a central record for keeping that activity connected to each client relationship. Reviewers report using it to track communications, schedule follow-ups, and keep client information organized. For teams handling a steady volume of client interactions, this can make it easier to pick up where the last conversation ended.

4. Advisory Firms Working Across Several Financial Applications

Financial advisory firms rarely operate from a CRM alone. Portfolio, custodial, planning, and other systems may all form part of the daily workflow, which can make disconnected client information harder to manage. Redtail supports integrations with tools used by advisory firms that make it a practical fit for teams that want their CRM to sit within an existing technology stack rather than function as a separate system.

Is Redtail CRM Right For You?

Redtail CRM is a good fit for financial advisors, solo RIAs, and larger advisory teams that want a CRM built around advisory work. It aims to simplify client management, cut down on internal busywork, strengthen client relationships, and support compliance.

Redtail CRM is SOC 2 Type II certified and can cater to firm of different sizes. This makes it a relevant option for advisory teams looking for a CRM aligned with financial-services workflows.

Still doubtful if Redtail CRM is the right fit for you? Reach out to us at (661) 384-7070 and we’ll help you make the right choice.