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Redtail CRM

Redtail CRM


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…

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Recent Reviews

TrustRadius Insights

Redtail CRM serves as an essential customer relationship database for our entire firm, providing efficient data mining and organization …
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Redtail Heros!

10 out of 10
June 21, 2017
We primarily use Redtail to help our customers with their client services and compliance. Alongside Redtail we've been able to easily …
Continue reading
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per month



per month



per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visit…


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $20 per month
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Product Details

What is Redtail CRM?

Redtail CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

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.

Redtail CRM starts at $20.

The most common users of Redtail CRM are from Small Businesses (1-50 employees).
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Redtail CRM serves as an essential customer relationship database for our entire firm, providing efficient data mining and organization capabilities. It has become a crucial tool for tracking and managing the entire process from leads to clients, ensuring that all employees are aware of the progress being made. By utilizing Redtail CRM, we are able to stay on top of important tasks and deadlines, eliminating the risk of forgetting any crucial steps. The software excels at keeping records of multi-step processes handled by multiple individuals, allowing us to easily track notes from meetings and phone calls. Additionally, Redtail's ability to create workflows for repeated tasks streamlines our operations, making it an invaluable asset.

One of the primary use cases for Redtail CRM is storing client information in a convenient and easily accessible format. We rely on this software to keep detailed records of documents such as contracts and agreements, enabling us to quickly retrieve them when needed. Furthermore, the email archive function in Redtail ensures compliance with regulations by providing easy access to all emails exchanged with each client. This centralized location for client interactions and information allows advisors to efficiently document important details and keep track of the information obtained from the tools and services provided to clients. In addition, Redtail CRM offers impressive integration capabilities, seamlessly connecting with custodians and other software to provide high-level client information. Overall, Redtail CRM is regarded as one of the best-engineered and user-friendly tools in the financial technology industry due to its extensive use cases and exceptional integration capabilities.

Comprehensive Solution for Organizing Client Data: Users have found Redtail CRM to be a comprehensive solution for organizing client data, with multiple reviewers highlighting its ability to easily pull specific lists of prospects and clients.

User-Friendly Interface: Redtail CRM's user-friendly interface has been praised by reviewers for being intuitive and easy to navigate. Many users have expressed how effortless it is to add detailed notes manually or through the Mobile Assistant.

Seamless Integration Capabilities: The integration capabilities of Redtail CRM have garnered positive feedback from users, as it seamlessly integrates with other software to enhance productivity and streamline workflows. Reviewers appreciate how the software can integrate with custodians and feed client positions into other programs like riskalyze, which they see as a game-changing feature.

Limited Integration Options: Some reviewers mentioned that they would like to see further expansion of integrations in Redtail CRM.

Lack of Customization: A few reviewers felt that the custom reports in Redtail CRM could be enhanced to provide more capabilities.

Outdated Design: Users expressed dissatisfaction with the aesthetics of the page, mentioning that the grey-on-white color scheme was not visually appealing and suggesting adding more flare to the design.

Users reviewing Redtail CRM have provided the following common recommendations:

  1. Explore alternatives such as WealthBox and PreciseFP for practice management tools. Also, consider researching on the Kitces website.

  2. Try the trial version of Redtail CRM before committing to it. It is important to get proper training and watch tutorial videos to maximize the use of its features.

  3. Redtail CRM is recommended for small to medium-sized offices. It effectively keeps track of clients, organizes reports, and facilitates client interactions and documentation. Some reviewers even consider it one of the best CRM software programs in the industry.

These recommendations suggest that users should consider exploring alternative options, thoroughly evaluate the trial version, and take advantage of training resources when considering Redtail CRM as a practice management tool. Additionally, they highlight the software's effectiveness for smaller offices in managing client information and streamlining various financial processes.


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Score 10 out of 10
Vetted Review
Verified User
We use Redtail to manage all client interactions both on the financial and insurance sides of the business. It is incredibly useful for tracking notes from meetings or phone calls though it truly excels at keeping records of multi-step processes that are handled by many people. The ability to create workflows for normal repeated tasks is excellent.
  • Note taking.
  • Workflows and automation for clients.
  • Record keeping for accounts.
  • Linking of notes to specific accounts, events or people.
  • If I had to think of something I'd like to see improved it would be further expansion of integrations, they already have many and are continuing to add all the time so I'm sure before long even this won't be a valid complaint!
It is extremely well suited to client management in the insurance and financial services industries. I think it would not be nearly as useful in a retail setting as many of the features would be irrelevant.
Score 9 out of 10
Vetted Review
Verified User
We use Redtail CRM primarily to keep client info stored in a handy format and to be able to store documents related to each client, such as contracts and other agreements, in a format in which those documents are readily accessible. We also use the email archive function in order to remain compliant with regulations concerning storage of electronic communications. We are able to easily access all emails to and from each client in this manner. Redtail CRM is used across our entire organization and is accessible by all employees.
  • Redtail CRM gives the capability to have a place to store all client-related documents in a readily accessible, yet secure, location.
  • Redtail CRM has a feature to input notes and comments on particular clients in order to keep track of communications with and steps taken for those clients. Those notes can be easily accessed across the firm.
  • Redtail CRM allows all email communications to be stored in a safe and secure manner as well as making those communications accessible on demand.
  • I honestly cannot think of any issues or concerns that I have had with Redtail in the five years that I have been using it.
Redtail CRM is extremely well-suited as a resource in which to keep track of and manage clients. It is not as efficient; however, as Constant Contact for example, in that it, at least to my knowledge, does not have a means in which mass emails can be sent to clients. As an overall client relation management tool though, it is fantastic.
September 27, 2018

Redtail Review

Drew Blackston, RFC® CRC® | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Redtail as a customer relationship database, but also for data mining and organization. The entire firm uses Redtail and it is the lifeblood of all our interactions. For our business the big problem is organization from leads to clients. Redtail breaks this down for us so we can easily follow the entire process start to finish and all employees know where we are in that process.
  • Being able to pull specific lists of prospects and clients
  • Ability to add detailed notes manually or through Mobile Assistant
  • Having data pushed in from our custodian TD Ameritrade
  • I would like to see the ability to push annuity business into Redtail like brokerage accounts.
  • I would like to be able to attach documents to specific notes instead of just contacts in general.
  • Those are the only two cons that I have.
It is well suited for the financial services business and I think that is because it is geared toward our industry, but I don't think it is limited to just financial services. I even like Redtail over using Salesforce or ACT software because of its functionality and low cost. I think a business from 1 employee to 1000 would benefit from Redtail.
Nicholas Wylam | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Redtail CRM is used to track our clients' data and stay on top of important tasks. Our entire team stays connected by using Redtail! Never forget important deadlines or steps!
  • Redtail organizes all our client data so we can find it without missing a beat.
  • Redtail CRM allows us to find important client information for any location.
  • Redtail CRM needs to improve by enhancing their custom reports.
  • Redtail CRM needs to change how teams can edit their workflows.
Redtail can help your team if you have client information across multiple platforms as it allows for quick access to your most important client information.
Score 8 out of 10
Vetted Review
Verified User
We integrate our risk analysis software directly with Redtail. I am in charge of supporting the integration with various CRMs, including Redtail, so I use my account to troubleshoot and demo to other Redtail and Riskalyze users. It helps us to get better visibility into the user experience of the financial advisors we service.
  • Organize Client information: its layout is intuitive and user-friendly.
  • Integrates seamlessly with other software that enhances productivity.
  • Powerful analytics allow deeper insight into the strengths and weaknesses of your business.
  • The aesthetics of the page could use a facelift. The grey-on-white serves as a subtle clue that I should not be having fun.
  • The workflow for searching for clients could be improved/made easier.
  • The integrations management page could certainly be easier to find in my opinion. It is in an unusual spot nestled beneath my name, rather than another location.
When it comes to managing clients and leads, Redtail is tough to beat. It provides a depth of information and insight into the clients that I would often have not even though to collect. It makes organizing leads and following up a breeze. A situation where it might be less applicable may be if you were trying to track individual customers for unique one-off items, like antiques, where having client information may or may not prove useful in the future. Even then it would still be worth the effort I suppose.
June 21, 2017

Redtail Heros!

Score 10 out of 10
Vetted Review
Verified User
We primarily use Redtail to help our customers with their client services and compliance. Alongside Redtail we've been able to easily document all client interactions and information in one place for advisors and the information is in one place for advisors.

Redtail helps our clients keep track of the information that they obtain from the tools and services that we provide. The integration capabilities that Redtail offers are amazing!
  • Redtail integrates with other vendors. This is game changing for many users and super helpful for hosting information in one single location. Redtail is the hub for all information about your clients and potential business!
  • Redtail has the ability to have custodians feed over client positions. This is cool, but even cooler that Redtail can feed over to other programs to analyze the investments (riskalyze).
  • Redtail has a stellar support team that responds in a timely manner. The team at Redtail is top notch and I'm excited to see where they go from here!
  • Redtail and LPL's client works don't have the ability to pull over the individual holdings. This is a bummer, as Branch Net does. Only thing is that Branch Net won't be around for much longer. At least that's what I hear...
  • It's probably my fault, but I seem to create a lot of duplicates in the product. It would be awesome if there was some automated way for Redtail to notice when I've started to create duplicate client profiles.
Redtail is well suited for keeping track of all things client related. If you're worried about compliance, log it in Redtail. Get rid of your file cabinet, whiteboard and whatever dinosaur legal pads you still have laying around. If you want to make sure you're doing things right, take notes in Redtail. Create tasks there too!

Redtail is really a one stop shop for prospecting and maintaining client relationships. I've seen Redtail work for so many people at this point, it's superb.
Score 9 out of 10
Vetted Review
Verified User
I have worked in the financial technology industry for about 3 years, and I can honestly tell you that there are few tools better engineered, easier to use, and with more integrations than Redtail CRM. It can be used for most day to day CRM things like tracking investors and leads, but more importantly, they link with a ton of custodians and other software to display the high-level information that you might want to know about a client.
  • Client Profiles are amazing. I never realized how much time I wasted on hunting down context on clients.
  • Integrations with custodians, risk assessment software, retirement planning software. Everything you need is centralized here.
  • Fantastic customer service.
  • Would like to see more features for the LPL integrations.
  • A little buggy, but I'm knit picking here... no pun intended. As a cloud-based software, it is much more solid than alternative CRMs or other industry software. Not to mention the proprietary tools that are available to certain BDs (cough cough, they're all awful).
  • Ummm... maybe adding a little more flare to the pages... But again, knit pick. They can seem a little bland and boxy.
Truly, the only scenario I could see Redtail CRM not being the best option is for teams of 50 or more (not a specific number). For all the things that Redtail does well for an advisor, you may feel the limitations if you are a corporation that needs to track things outside of the advisory world. That being said, you could probably still make it work, but you are less in the target demo for the design team at that point.

That being said, Redtail CRM is fantastic easy to use, super friendly, and way ahead of any competitors. I would suggest you set up a call with them or stop at their booth at a convention, they will tell you if they can't meet your needs.
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