Redtail CRM

Manage client relationships, streamline workflows, and track communications for financial advisors.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Redtail CRM Overview

  • Updated October 14, 2025

Redtail CRM is a client relationship management platform designed primarily for financial advisors and wealth management firms. It helps professionals organize client data, manage tasks, and streamline communication across teams.

With features like workflow automation, integrated note-taking, and compliance tracking, Redtail CRM improves efficiency and client service. Its user-friendly interface and integrations with popular financial tools make it a reliable solution for enhancing client relationships and business operations.

Key Features

  • Contact Management: Centralized storage and organization of detailed client information, helping financial advisors maintain stronger relationships and accurate records.
  • Workflow Automation: Structured processes and automated task assignments enhance efficiency and reduce manual work in daily operations.
  • Communication Tracking: Complete records of emails, notes, and activities per client enable teams to access interaction history and deliver personalized service.
  • Compliance Support: Secure record-keeping and audit trails help firms maintain regulatory standards and meet industry compliance requirements.
  • Integrations: Connections with over 100 financial and productivity tools enable smoother data flow and a more unified technology environment.
  • Reporting and Analytics: Detailed reports on activities, client engagement, and business performance support informed, data-driven decisions.
  • Mobile Access: Intuitive mobile application allows financial advisors to manage client information and tasks while working remotely.

Price

Plan Name Price (per user/month) Key Inclusions
Launch • $39 via annual billing• $45 via monthly billing Up to 5 users; includes everything in Redtail CRM: mobile app, contact & account management, detailed reporting, customizable segmentation, and 100+ integrations.
Growth • $59 via annual billing• $65 via monthly billing Unlimited users; includes everything in Launch plus Redtail Imaging (secure document storage), Redtail Speak (compliant texting/chat), process workflows, automation triggers, viewing permissions, and document storage.
Enterprise Custom pricing (must contact sales) Customizable to firm structure and needs; minimum license requirement; pricing through Premiere partnership agreements.

Pricing details: https://redtailtechnology.com/pricing

Pros

Competitor Pros of Redtail CRM
Salesforce Financial Services Cloud Redtail CRM is easier to use and much more affordable for small to midsized firms, while Salesforce often feels overwhelming and costly to manage.
Wealthbox CRM Redtail provides stronger integrations with major financial platforms and offers more advanced compliance features, which gives advisors better oversight of client communications and records.
AdvisorEngine Redtail has a simpler setup and a lower price point, which makes it a practical choice for firms that do not need overly complex investment management tools.
Zoho CRM Redtail is specifically built for financial advisors, which means it delivers compliance support and advisor-focused workflows without requiring heavy customization like Zoho.
Monday CRM Redtail focuses on the financial services industry and includes compliance tracking and advisor-centric workflows, whereas Monday mainly targets general project management.

Cons

Competitor Cons of Redtail CRM
Salesforce Financial Services Cloud Redtail does not provide the same enterprise-level customization, advanced analytics, or artificial intelligence features that Salesforce offers to larger organizations.
Wealthbox CRM Redtail’s interface looks dated and less modern, which makes Wealthbox more appealing to advisors who value design and user experience.
AdvisorEngine Redtail lacks the broader investment management and portfolio-level automation tools that AdvisorEngine delivers for firms with complex wealth management needs.
Zoho CRM Redtail is less flexible for industries outside of finance, while Zoho can adapt to a wide range of business types and processes.
Monday CRM Redtail does not include the highly visual boards and wide collaboration features that make Monday strong for managing diverse projects beyond financial services.

Customers' Reviews From Reliable Websites

G2 Review
Capterra Review
Forbes Review
Gartner Review