Redtail CRM review
A financial-services CRM with strong workflows, integrations, and mobile access.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Redtail CRM pros and cons
- 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
Redtail CRM fact sheet, pricing and score →
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