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SPECIFICTION
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Redtail CRM

redtailtechnology.com

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Spec score 9.0 #26 of 244 in CRM Software

What it is

Redtail CRM is a customer relationship management product available on the web, iOS, and Android. Listed capabilities 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 allows a maximum of 5 users. Growth costs $59 a year per user, billed yearly, with unlimited users. Redtail CRM has no free plan, though a 30-day free trial is available. The maker was founded in 2003 and is headquartered in Omaha, Nebraska, United States. Its web and mobile availability allows teams to access the product across the listed platforms. The plan structure distinguishes a small-team option with a user cap from a tier without a user limit, alongside a customizable Enterprise offering for larger organizations.

Spec sheet

Free plan
NoRead 23 Sep 2026 · redtailtechnology.com
Paid from
39Read 23 Sep 2026 · redtailtechnology.com
Integrations
Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools.Read 21 Oct 2026 · redtailtechnology.com
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.Read 21 Oct 2026 · redtailtechnology.com
Headquarters
Omaha, Nebraska, United StatesRead 28 Sep 2026 · redtailtechnology.com
Founded
2003Read 28 Sep 2026 · redtailtechnology.com
AI features
YesRead 23 Sep 2026 · redtailtechnology.com
API access process
Developers can request API access for internal firm projects or apply to be a partner building an integration for Redtail users.Read 21 Oct 2026 · corporate.redtailtechnology.com
Calendar
The calendar supports Day, Week, or Month views, filters, team availability, activities, tasks, and reminders.Read 21 Oct 2026 · support.redtailtechnology.com
Client relationships
Contact records can include account information, relationships, reminders, and sales pipeline details.Read 21 Oct 2026 · support.redtailtechnology.com
Company founded
LinkedIn lists 2003 as Redtail Technology's founding year.Read 21 Oct 2026 · linkedin.com
Company headquarters and size
LinkedIn lists Sacramento, California as headquarters and company size as 51–200 employees.Read 21 Oct 2026 · linkedin.com
Company legal name
LinkedIn identifies the company as Redtail Technology, Inc.Read 21 Oct 2026 · linkedin.com
Company ownership
G2 describes Redtail as a brand entity of Orion Advisor Solutions since June 2022.Read 21 Oct 2026 · g2.com
Contact management
Contacts can be segmented with customizable fields and tagged or categorized to make records easier to search and edit in groups.Read 21 Oct 2026 · support.redtailtechnology.com
Documentation and training
Redtail provides a Knowledge Base, training resources, Redtail University, and onboarding resources through its product site.Read 21 Oct 2026 · redtailtechnology.com
Email and calendar sync
Growth customers can sync email history and calendars with external Microsoft-hosted email accounts through Suite Sync.Read 21 Oct 2026 · support.redtailtechnology.com
Email sync
YesRead 23 Sep 2026 · redtailtechnology.com
Free trial
YesRead 23 Sep 2026 · redtailtechnology.com
Hosting
The CRM is described as web-based and cloud-based; the reviewed pages do not describe a self-hosted deployment option.Read 21 Oct 2026 · getapp.com
Limit: Email syncing
G2 reviewers say email syncing can fail to capture all communications.Read 21 Oct 2026 · g2.com
Limit: Integrations and sync
Reviewers report lagging calendar sync, broken integration links, and difficulty connecting some platforms.Read 21 Oct 2026 · g2.com
Limit: Interface and development pace
Some G2 reviewers describe the interface as outdated and say they have seen little product improvement over time.Read 21 Oct 2026 · g2.com
Limit: Learning advanced functions
GetApp review summaries say some advanced features take time to learn and that users report slow support responses.Read 21 Oct 2026 · getapp.com
Limit: Pricing changes
A TrustRadius reviewer complained of price increases and slower service response after Orion took over.Read 21 Oct 2026 · trustradius.com
Limit: Reporting
Some G2 reviewers say reports are difficult to tailor or return data beyond the filters they selected.Read 21 Oct 2026 · g2.com
Mobile app
The companion mobile app provides access to CRM contacts, calendar items, meetings, and opportunities.Read 21 Oct 2026 · apps.apple.com
Open source
NoRead 23 Sep 2026 · redtailtechnology.com
Orion integration
The Orion integration can link Orion households to Redtail contacts and expose Orion proposals, reporting, and daily workflows from Redtail.Read 21 Oct 2026 · support.redtailtechnology.com
Praise: Customer support
Some G2 reviewers describe support as knowledgeable and helpful, including assistance through virtual chat and training.Read 21 Oct 2026 · g2.com
Praise: Ease of use
G2 reviewers repeatedly praise the product as easy to learn and use, including its setup and everyday client organization.Read 21 Oct 2026 · g2.com
Praise: Workflows and organization
Reviewers praise workflow templates, notes, calendars, and reminders for keeping client work and team tasks organized.Read 21 Oct 2026 · g2.com
Product purpose
Redtail CRM is a cloud-based customer relationship management service designed for financial professionals to manage contact, lead, and client information.Read 21 Oct 2026 · getapp.com
Public API
Redtail describes its API as REST-based and says it has over 100 endpoints for CRM data including contacts, calendar, opportunities, and workflows.Read 21 Oct 2026 · corporate.redtailtechnology.com
Rating on Apple App Store
4.6 out of 5 from 693 ratingsRead 21 Oct 2026 · apps.apple.com
Rating on Capterra
4.1 out of 5 from 85 reviewsRead 21 Oct 2026 · capterra.com
Rating on G2
4.3 out of 5 from 268 reviewsRead 21 Oct 2026 · g2.com
Rating on GetApp
4.1 out of 5 from 85 reviewsRead 21 Oct 2026 · getapp.com
Rating on Google Play
3.5 out of 5 from 225 reviewsRead 21 Oct 2026 · play.google.com
Rating on TrustRadius
9.6 out of 10 from 43 reviewsRead 21 Oct 2026 · trustradius.com
Reporting
The product includes standard reports and exports and allows custom exports of tracked client data.Read 21 Oct 2026 · corporate.redtailtechnology.com
SDKs
The API page describes REST endpoints, documentation, and a development environment but does not identify a specific SDK.Read 21 Oct 2026 · corporate.redtailtechnology.com
Security certification
Redtail states that it is SOC 2 Type II certified for secure and compliant data handling.Read 21 Oct 2026 · redtailtechnology.com
Visual sales pipeline
YesRead 23 Sep 2026 · redtailtechnology.com
Workflow automation
Configurable workflows can generate and track activities based on trigger events.Read 21 Oct 2026 · getapp.com

Plans and prices

Launch $39 a year per user, billed yearly Maximum of 5 users Read 23 Sep 2026 · redtailtechnology.com
Growth $59 a year per user, billed yearly Unlimited users Read 23 Sep 2026 · redtailtechnology.com
Enterprise Price not published Customizable plans for larger teams and advisor networks Read 23 Sep 2026 · redtailtechnology.com
Launch — annual billing $39 a month yearly per user · maximum of 5 users · CRM features · secure mobile app · contact and account management · detailed contact reporting · customizable segmentation · 100s of integrations Read 21 Oct 2026 · redtailtechnology.com
Launch — monthly billing $45 a month monthly per user · maximum of 5 users · CRM features · secure mobile app · contact and account management · detailed contact reporting · customizable segmentation · 100s of integrations Read 21 Oct 2026 · redtailtechnology.com
Growth — annual billing $59 a month yearly 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 Read 21 Oct 2026 · redtailtechnology.com
Growth — monthly billing $65 a month monthly 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 Read 21 Oct 2026 · redtailtechnology.com
Enterprise Priced on request customizable plans · minimum license commitment required Read 21 Oct 2026 · redtailtechnology.com

Every Redtail CRM plan and price →

Strong points and limits

Strong points

  • Available on web, iOS, and Android
  • Includes a visual sales pipeline
  • Email sync and marketing automation are listed
  • Offers a 30-day free trial

Limits

  • No free plan
  • Launch is limited to 5 users

Who it suits

Redtail CRM may suit advisers or teams seeking a CRM with pipeline visibility, email sync, and marketing automation. Launch has a five-user maximum, while Growth has unlimited users and Enterprise is customizable for larger teams and advisor networks.

Verdict

Redtail CRM pairs sales pipeline and marketing features with web and mobile access.

Where Specifiction places it

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