Redtail CRM
Redtail CRM is a customer relationship management product available on the web, iOS, and Android.
What Redtail CRM is
Redtail CRM is a customer relationship management product available on the web, iOS, and Android. Its listed tools include a visual sales pipeline, email sync, AI features, marketing automation, and a mobile app. Launch costs $39 a year per user, billed yearly, and is limited to a maximum of five users. Growth costs $59 a year per user, billed yearly, with unlimited users. The product has no free plan, though a 30-day free trial is available. Redtail CRM was founded in 2003 and is headquartered in Omaha, Nebraska. The web and mobile options provide access across its listed platforms, while the pipeline, email, and marketing features address customer and campaign management needs. The listed plan details give smaller groups a defined user limit on Launch, while Growth removes that limit; Enterprise is described for larger teams and advisor networks.
Good
- Available on web, iOS, and Android.
- Includes a visual sales pipeline and email sync.
- Marketing automation and AI features are listed.
- Growth supports unlimited users.
- A 30-day free trial is available.
Watch out
- There is no free plan.
- Launch is limited to five users.
Who it suits
It suits advisers and teams looking for a CRM with pipeline visibility, email sync, and marketing automation. Larger teams and advisor networks can consider the customizable Enterprise plan.
Verdict
Redtail CRM combines pipeline, email, AI, and marketing tools with web and mobile access. Compare its yearly per-user plans against your team size, and note that Enterprise pricing is custom.
Plans and prices
From Redtail CRM's own pricing page, checked 23 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Launch | $39 a year | Maximum of 5 users · per user, billed yearly |
| Growth | $59 a year | Unlimited users · per user, billed yearly |
| Launch — annual billing | $39 a month | per user · maximum of 5 users · CRM features · secure mobile app · contact and account management · detailed contact reporting · customizable segmentation · 100s of integrations · yearly |
| Launch — monthly billing | $45 a month | per user · maximum of 5 users · CRM features · secure mobile app · contact and account management · detailed contact reporting · customizable segmentation · 100s of integrations · monthly |
| Growth — annual billing | $59 a month | per user · unlimited users · everything in Launch plus Imaging and Speak · process workflows · automation triggers · viewing permissions · document storage · compliant texting subject to broker-dealer approval · yearly |
| Growth — monthly billing | $65 a month | per user · unlimited users · everything in Launch plus Imaging and Speak · process workflows · automation triggers · viewing permissions · document storage · compliant texting subject to broker-dealer approval · monthly |
| Enterprise | Priced on request | customizable plans · minimum license commitment required |
The facts
Each one read from Redtail CRM's own pages, with the date it was checked.
What it does
- AI features
- Yeschecked 23 Sep 2026
- API access process
- Developers can request API access for internal firm projects or apply to be a partner building an integration for Redtail users.checked 21 Oct 2026
- Calendar
- The calendar supports Day, Week, or Month views, filters, team availability, activities, tasks, and reminders.checked 21 Oct 2026
- Client relationships
- Contact records can include account information, relationships, reminders, and sales pipeline details.checked 21 Oct 2026
- Contact management
- Contacts can be segmented with customizable fields and tagged or categorized to make records easier to search and edit in groups.checked 21 Oct 2026
- Documentation and training
- Redtail provides a Knowledge Base, training resources, Redtail University, and onboarding resources through its product site.checked 21 Oct 2026
- Email and calendar sync
- Growth customers can sync email history and calendars with external Microsoft-hosted email accounts through Suite Sync.checked 21 Oct 2026
- Email sync
- Yeschecked 23 Sep 2026
- Hosting
- The CRM is described as web-based and cloud-based; the reviewed pages do not describe a self-hosted deployment option.checked 21 Oct 2026
- Integrations
- Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools.checked 21 Oct 2026
- License
- Redtail CRM is a commercial subscription product and its public API requires agreement to API terms; the reviewed pages do not present it as open source or name an open-source license.checked 21 Oct 2026
- Limit: Email syncing
- G2 reviewers say email syncing can fail to capture all communications.checked 21 Oct 2026
- Limit: Integrations and sync
- Reviewers report lagging calendar sync, broken integration links, and difficulty connecting some platforms.checked 21 Oct 2026
- Limit: Interface and development pace
- Some G2 reviewers describe the interface as outdated and say they have seen little product improvement over time.checked 21 Oct 2026
- Limit: Learning advanced functions
- GetApp review summaries say some advanced features take time to learn and that users report slow support responses.checked 21 Oct 2026
- Limit: Pricing changes
- A TrustRadius reviewer complained of price increases and slower service response after Orion took over.checked 21 Oct 2026
The company
- Company founded
- LinkedIn lists 2003 as Redtail Technology's founding year.checked 21 Oct 2026
- Company headquarters and size
- LinkedIn lists Sacramento, California as headquarters and company size as 51–200 employees.checked 21 Oct 2026
- Company legal name
- LinkedIn identifies the company as Redtail Technology, Inc.checked 21 Oct 2026
- Company ownership
- G2 describes Redtail as a brand entity of Orion Advisor Solutions since June 2022.checked 21 Oct 2026
- Founded
- 2003checked 28 Sep 2026
- Headquarters
- Omaha, Nebraska, United Stateschecked 28 Sep 2026
Money
- Free plan
- Nochecked 23 Sep 2026
- Free trial
- Yeschecked 23 Sep 2026
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