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Redtail CRM

Score8.8 out of 10

41 Reviews and Ratings

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What is Redtail CRM?

Categories & Use Cases

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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2026
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Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationNo

FAQs

What is Redtail CRM?
Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
How much does Redtail CRM cost?
Redtail CRM starts at $20.