Last Updated Oct 23, 2025
Overview
Overall Rating
Based on 17 users reviews
3.8
Rating Distribution
Positive
71%
Neutral
18%
Negative
12%
Starting Price
Custom
Top Recommended Software
Pros And Cons of Redtail CRM
Pros
Intuitive client record management
Efficient workflow automation
Reliable data organization
Cons
Interface customization options are limited
The users can face initial data migration challenges
Frequently Asked Questions
Yes, Redtail CRM offers an API.
Typical users include professionals operating in the wealth management, insurance, banking, and finance industries.
Yes, Redtail CRM offers a dedicated mobile app for both Android and iOS users.
Redtail CRM features integrations with HubSpot CRM Software, AdvisorEngine, Atlas Point, Capitect, Evernote Teams, Fireflies Software, and Healthpilot
Redtail CRM offers three pricing plans: Launch ($45/user/month), Growth ($65/user/month), and Enterprise (custom pricing). Obtain a tailor-made Redtail CRM price quote specific to your needs.
Redtail CRM offers support via email, call (Monday–Friday 7 a.m.–7 p.m. CT), and a knowledge base to resolve the most common issues.
Redtail CRM only supports the English language.