Redtail CRM
VerifiedCRM built for financial advisors with compliance-ready workflows and messaging
- Deployment Cloud Based
- Starting price $39/user/month
- 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 3 plans without published figures. Pricing is quoted on request.
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
Redtail CRM is available on web app and has iOS and Android apps. It offers an API and has a free trial.
- cloud based
- web app
- ios
- android
- freelancers
- smes
- enterprises
- phone
- live support
- training
- tickets
Redtail CRM Videos
Redtail CRM Screenshots
Alternatives of Redtail CRM
AlternativesOther Financial CRM Software products listed on SocialAtoZ, each with its own pricing and feature detail to compare against Redtail CRM.
CRM built for wealth management firms, RIAs, and family offices, now part of SS&C
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
Side by side comparisons of Redtail CRM against 3 other Financial CRM Software options listed here.
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Alternatives to Redtail CRM
Other Financial CRM Software products listed on SocialAtoZ.
