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Redtail CRM

Redtail CRM

Last Updated Oct 23, 2025

Overview

Redtail CRM provides comprehensive client relationship management capabilities, aiding financial advisors in organizing client data and streamlining daily operations. Although it may have limited automation and contact search capabilities, its powerful feature set and industry-specific tools justify its adoption for wealth management professionals.

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Overall Rating

Based on 17 users reviews

3.8

Rating Distribution

Positive

71%

Neutral

18%

Negative

12%

Starting Price
Custom

What Is Redtail CRM?

Redtail CRM is a specialized CRM solution designed to meet the unique needs of financial advisory firms. It centralizes client information, manages workflows, and automates administrative tasks, providing significant benefits for advisory practices. Users can utilize Redtail CRM for efficient activity management, ensuring timely follow-up and comprehensive client service. Its secure document management capabilities also help in maintaining organized records and supporting regulatory compliance, leading to sustained growth of the business.

Redtail CRM Pricing

Redtail CRM pricing plans are as follows:

  • Launch - $45/user/month
  • Growth - $65/user/month
  • Enterprise - Custom pricing
Additionally, the vendor gives an option of free trial to its new users. Get a tailor-made Redtail CRM cost quote to meet your requirements.

Disclaimer: The pricing is subject to change.

Redtail CRM Integrations

Redtail CRM software integrates with the following tools and platforms:

Watch a free Redtail CRM demo to learn all about its integration arrangements.

Who Is Redtail CRM For?

Redtail CRM software is ideal for the following industries and sectors:

  • Wealth management
  • Insurance
  • Banking
  • Finance

Is Redtail CRM Right For You?

Redtail CRM excels in providing a specialized solution for financial advisory practitioners, setting it apart with its industry-specific tools and powerful compliance features. Its focus on streamlining client management, activities, and documents makes it an excellent fit for firms aiming to enhance efficiency and maintain stringent regulatory adherence. The software enables seamless collaboration across advisory teams and improves client communication workflows.

Still in doubt about the Redtail CRM software? Contact us at (661) 384-7070 for further guidance.

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.