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Redtail CRM

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CRM built for financial advisors with compliance-ready workflows and messaging

Financial CRM Software
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  • Deployment Cloud Based
  • Starting price $45
  • Free trial Available
  • Best for Freelancers, SMEs, Enterprises

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

Redtail CRM lists 9 documented features, including Contact and household management with relationship linking (spouse, dependent, trustee, business partner), Sales pipeline and opportunity tracking and Automated workflows for onboarding, client communications, and reviews. The list below covers what the product does rather than how it is marketed.

  • 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

Redtail CRM lists 2 plans, from $45 to $65.

Launch

$45

per user/month

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Billed monthly. Monthly rates are used here; the same plan is $39 per user per month billed yearly.

Growth

$65

per user/month

Request pricing

Most popular tier, billed monthly. $59 per user per month billed yearly.

Redtail CRM Specifications

Redtail CRM is available on web app and has iOS and Android apps. It offers an API and has a free trial.

Deployment
  • Cloud Based
Billing cycle
Monthly
Desktop
  • Web App
Mobile
  • iOS
  • Android
Languages
  • English
Built for
  • Freelancers
  • SMEs
  • Enterprises
Support
  • Email
  • Phone
  • Live Support
  • Training
  • Tickets
Integrations
Orion, Schwab, eMoney, Riskalyze/Nitrogen, MoneyGuidePro, Microsoft 365, Google Calendar, and 100+ additional wealthtech integrations
Public API
Yes
Free trial
Yes
Free plan
No
Runs in browser
Yes
Customisable
Yes
Website
redtailtechnology.com

Redtail CRM Videos

Redtail CRM Screenshots

Redtail CRM screenshot 1

Redtail CRM Comparisons

Side by side comparisons of Redtail CRM against 3 other Financial CRM Software options listed here.

Redtail CRM
Salentica
VS
Redtail CRM
Salesforce Financial Services Cloud
VS
Redtail CRM
Satuit
VS

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Redtail CRM FAQs

The Launch plan is $39 per user per month billed annually (or $45 billed monthly) for up to 5 users. The Growth plan is $59 per user per month billed annually (or $65 billed monthly) with unlimited users. Enterprise pricing is custom.

Yes, Redtail offers a 30 day free trial with full access to features.

Redtail Technology was acquired by Orion Advisor Solutions in April 2022 but continues to operate and be sold as Redtail CRM.

Yes, Redtail connects to over 100 integrations including Orion, Schwab, and eMoney.

Growth adds automated workflows, bulk email, email and calendar sync, expanded document storage through Redtail Imaging, and the full Redtail Speak texting suite on top of Launch plan features.