Redtail CRM pricing
8 plans read from redtailtechnology.com
Launch$39 a year per user, billed yearlyMaximum of 5 users Read 23 Sep 2026 · redtailtechnology.com
Growth$59 a year per user, billed yearlyUnlimited users Read 23 Sep 2026 · redtailtechnology.com
EnterprisePrice not published Customizable plans for larger teams and advisor networks Read 23 Sep 2026 · redtailtechnology.com
Launch — annual billing$39 a month yearlyper 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 monthlyper 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 yearlyper 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 monthlyper 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
EnterprisePriced on request customizable plans · minimum license commitment required Read 21 Oct 2026 · redtailtechnology.com
In short
- Redtail CRM has a free plan (Enterprise).
- A free trial is offered.
- Paid plans published: 6, from $39 a year.
- 1 plan is priced on request (Enterprise).
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| Freshsales | $9/mo | Yes | Yes |
| Odoo CRM | $24.90/mo | Yes | No |
| Zoho CRM | $14/mo | Yes | Yes |
| Attio | $4,435/mo | Yes | Yes |
| EspoCRM | $15/mo | Yes | Yes |
| Capsule CRM | $11/mo | Yes | Yes |
| Frappe CRM | $5/mo | Yes | Yes |
| Agile CRM | $8.99/mo | Yes | Yes |