Redtail CRM
What is Redtail CRM?
Redtail CRM is a client relationship management platform built specifically for financial advisors and wealth management teams. It centralizes contact records, household mapping, sales pipelines, calendaring, and document storage, and includes compliant email archiving plus Redtail Speak for secure, archived text messaging with clients.
The Growth plan adds automated workflows, bulk email, and calendar sync, while the Enterprise tier serves larger advisor networks with custom licensing agreements. Redtail integrates with over 100 wealthtech tools including Orion, Schwab, and eMoney, and offers a 30 day free trial. The company is based in Sacramento, California, and is now part of Orion Advisor Solutions.
Key Features of Redtail CRM
Here are the powerful features that make Redtail CRM stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Contact and household management with relationship linking (spouse, dependent, trustee, business partner)
- Sales pipeline and opportunity tracking
- Automated workflows for onboarding, client communications, and reviews
- Redtail Speak compliant, archived text messaging
- Redtail Imaging document management with 200GB storage on Growth plan
- Email and calendar sync with Office 365 and Google Calendar
- Secure mobile app for iOS and Android
- 100+ third-party integrations including Orion, Schwab, and eMoney
- Customizable contact segmentation and detailed reporting
Redtail CRM Pricing
Here are the pricing plans for Redtail CRM. Choose the plan that best fits your requirements and budget.
Launch
$39/user/month
Up to 5 users, billed annually ($45/month billed monthly)
Contact and account management, secure mobile app, detailed contact reporting, customizable segmentation, access to 100+ integrations
Growth
$59/user/month
Unlimited users, billed annually ($65/month billed monthly)
Everything in Launch plus process workflows, automation triggers, viewing permissions, Redtail Imaging (200GB), and full Redtail Speak compliant texting
Enterprise
Custom
Minimum license commitment
Premiere Partnership Pricing Agreements for larger advisor networks and enterprises
Redtail CRM Specifications
Get a closer look at the technical specifications and system requirements for Redtail CRM. Find out if it's compatible with your operating system and other software.
- cloud based
- web app
- ios
- android
- freelancers
- smes
- enterprises
- phone
- live support
- training
- tickets
Redtail CRM Videos
Redtail CRM Screenshots
Alternatives of Redtail CRM
AlternativesExplore alternative software options that can fulfill similar requirements as Redtail CRM. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
Industry-specific CRM built on Salesforce for banks, wealth managers, and insurers
CRM and investor portal built for institutional asset managers, hedge funds and wealth firms
Salesforce-based wealth management platform for digital onboarding and advisor workflows
Redtail CRM Comparisons
Compare Redtail CRM with other similar options available. Explore the key differences to see why it's the top choice for businesses and individuals.
Overall Redtail CRM Reviews
Here's our unbiased review of Redtail CRM. Discover how our team of experts rates its features, ease of use, customer support, and other aspects that contribute to its overall appeal.