Redtail CRM
Redtail CRM: A financial-services CRM with strong workflows, integrations, and mobile access. Ranked #55 of 238 in CRM Software by our editors (3.9/10); pricing: 30-day trial; best for financial advisors needing industry-specific CRM.
At a glance
- Editor score3.9 / 10
- Pricing30-day trial
- Best forFinancial advisors needing industry-specific CRM
- Free planNo
- Paid from$39/user/mo
- Founded2003
- Facts checked23 Sep 2026
Where it wins
- Built for advisors, RIAs, broker-dealers, and advisory firms
- Workflows, segmentation, reporting, documents, and event management
- Integrates with Orion, Schwab, eMoney, Office 365, and Google
Where it doesn't
- No free plan is available
- Launch is limited to a maximum of 5 users
- Enterprise plans require a minimum license commitment
Our verdict on Redtail CRM
Redtail CRM is a web-based customer relationship management platform for financial advisors, registered investment advisors, broker-dealers, and enterprise advisory firms. It centralizes client and account records while supporting contact management, custom fields, segmentation, activity tracking, calendars, sales pipelines, documents, reports, and exports. Its mobile apps extend access across iOS and Android, making it suited to advisory teams that need client and operational information in one financial-services-focused system.
Pricing is structured around three plans. Launch costs $39 per user per month when billed annually and includes basic CRM tools, a mobile app, contact and account management, reporting, and integrations; it supports a maximum of 5 users. Growth costs $59 per user per month when billed annually and adds premium CRM tools, unlimited users, automated workflows, automation triggers, viewing permissions, and document storage. Enterprise offers customizable plans and requires a minimum license commitment. A 30-day free trial is available, but there is no free plan. Teams should compare the annual billing structure and user limits with their expected size before choosing a tier.
Redtail’s strongest fit comes from its ecosystem and workflow depth. Integrations with Orion, Schwab, eMoney, Office 365, and Google connect the CRM with financial-services and productivity tools, while email, calendar, and contact synchronization supports ongoing relationship management. Automated workflows, customizable reports, seminar and event management, and compliance-oriented recordkeeping features broaden its role beyond a basic contact database. Financial advisory firms that want industry-specific processes, mobile access, and connected client operations should consider Redtail. Organizations seeking a general-purpose CRM, a free tier, or a less structured commitment may prefer an alternative.
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Redtail CRM pricing
All 3 Redtail CRM plans and prices →
Redtail CRM fact sheet
| Free plan | No |
|---|---|
| Paid from | $39/user/mo |
| Free trial | Yes |
| Visual sales pipeline | Yes |
| Email sync | Yes |
| Marketing automation | Not verified |
| AI features | Yes |
| Mobile app | Yes |
| Open source | No |
| Free trial | 30 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2 |
| Support | Email, Phone, Live chat, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 192+ integrations: Orion, Schwab, eMoney, Office 365, Google See all → |
| Pricing | 30-day trial (source) |
| Website | redtailtechnology.com |
| Facts checked | 23 Sep 2026 |
Redtail CRM integrations
Redtail CRM lists 192+ integrations on its own site — the 5 named here are the ones its pages call out.
- Orion
- Schwab
- eMoney
- Office 365
See all Redtail CRM integrations →
Alternatives to Redtail CRM
- HubSpot CRMA capable free CRM with contact, deal, email, AI, mobile, and integration coverage.9.4
- Salesforce Sales CloudA broad CRM for mature sales teams that need forecasting, automation, AI, and extensibility.9.3
- Zoho CRMA broad CRM with a free plan, automation, AI, analytics, mobile apps, and APIs.9.2
See all Redtail CRM alternatives →
Also Ranked In
Redtail CRM is ranked in 3 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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