Starting at $20 per month
View PricingOverview
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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Pricing
Starter
$20
Cloud
per month
Basic
$30
Cloud
per month
Pro
$50
Cloud
per month
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttp://corporate.redtailtechnology.com/…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $20 per month
Product Details
- About
- Tech Details
- FAQs
What is Redtail CRM?
Redtail CRM Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
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).