TrustRadius: an HG Insights company

Redtail CRM

Score9.3 out of 10

43 Reviews and Ratings

What is Redtail CRM?

Categories & Use Cases

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationNo

FAQs

What is Redtail CRM?
Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
How much does Redtail CRM cost?
Redtail CRM starts at $20.