# Redtail CRM review (2026): is it worth $39 a month per user, billed yearly? > CRM for financial advisors, with compliant texting and imaging Checked Nov 12, 2026 ยท graded Nov 12, 2026 by ToolGPA. Redtail CRM is a client relationship manager for financial advisors and advisory firms, made by Redtail Technology. It covers contacts and accounts, workflows, a sales pipeline tracker and a mobile app. The Growth plan adds Redtail Imaging for documents and Redtail Speak for compliant texting, which the page says is subject to broker-dealer approval. - **Category:** CRM Software - **Made by:** Redtail Technology - **Website:** https://redtailtechnology.com - **Runs on:** Web - **Who should skip it:** Tight if you grow past 5 users, as Launch caps there. - **Facts last checked:** Nov 12, 2026 ## Pricing As of Nov 12, 2026, Redtail CRM is a paid product with a free trial, starting at $39 per user / month, billed yearly ($45 billed monthly). - **Pricing model:** Free trial - **Free plan:** None. - **Free trial:** 30-day free trial of the Growth plan, for new users only. | Plan | Price | What you get | | --- | --- | --- | | Launch | $39 per user / month, billed yearly ($45 billed monthly) | Maximum of 5 users. Contact and account management, reporting, segmentation, mobile app and integrations. | | Growth | $59 per user / month, billed yearly ($65 billed monthly) | Unlimited users. Everything in Launch plus Imaging and Speak, process workflows, automation triggers, permissions and document storage. | | Enterprise | Custom | Customizable plans for larger teams and advisor networks, with a minimum license commitment. Sold through sales. | Read from https://redtailtechnology.com/pricing on Nov 12, 2026. Prices change, so confirm with Redtail CRM before buying. ## Ways to pay less - **Save with yearly billing** (Annual discount): Launch is $39 per user a month billed yearly against $45 billed monthly; Growth is $59 against $65. Source: https://redtailtechnology.com/pricing ## Key features - **Contacts and accounts:** Contact and account management with user-defined fields, segmentation, compliant note entry and archiving, and customizable database lists. - **Workflows and automation:** Process workflows, automation triggers and templates are listed from the Growth plan. - **Sales pipeline tracker:** A pipeline tracker and seminar and event management sit alongside shareable calendars and automated reports. - **Redtail Imaging:** CRM-integrated document management with audit trails, indexes for searching files and 200 GB of storage, included in Growth. - **Redtail Speak:** Archived, searchable texting for advisors, with scheduling, bulk texting and an AI assistant. The page says it is subject to broker-dealer approval. - **Integrations and mobile app:** The vendor lists more than 100 integrations with advisor tools, plus a secure mobile app on both plans. ## Good for - Solo advisors and small advisory practices - Firms that must archive client notes, email and texts for compliance ## Worth knowing - Launch is limited to 5 users and has no workflows, imaging or texting; those start on Growth. - Compliant texting is subject to broker-dealer approval. - Enterprise has no published price and needs a minimum license commitment. - The 30-day trial covers the Growth plan and is for new users only. ## ToolGPA grades **GPA: 2.0 out of 4**, graded Nov 12, 2026. Redtail is a CRM for financial advisors, from $39 a user a month on Launch. Launch stops at 5 users with no workflows, imaging or texting, which start on Growth at $59. - **Value for money: C.** $39 a user billed yearly ($45 monthly) on Launch and $59 on Growth, where the workflows are. - **Free plan and trial: D.** A 30-day trial of Growth for new users, with no word on a card. No free plan. - **Features: C.** Contacts, accounts, pipeline, reporting and a mobile app. Workflows, imaging and Speak need Growth. - **Ease of use: C.** No store rating on record. Workflows and integrations to set up. - **Platforms and integrations: B.** Web and a mobile app, with Orion, Schwab, eMoney, Fidelity, Envestnet and Zapier connections. These are ToolGPA's own grades. Graded from this listing, whose facts were read from Redtail's own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews. ## Where it stands among CRM tools - Redtail CRM's GPA of 2.0 is higher than 17 of the 72 other CRM tools we grade, and level with 4. - It stands best on platforms and integrations (B, above 10 of 72) and worst on free plan and trial (D, above 12). - Its paid plans start at $39 a month for each person, against a middle price of $27.92 for the category: 42 of the 66 others that charge start lower. - On features, ease of use and platforms it scores 2.3 out of 4. 30 tools score higher and cost less. The category's chart of price against score: https://toolgpa.com/charts/crm ## Keep it, or make your own? **Keep it.** To replace Redtail CRM you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one. That makes this kind of software worth paying for, not this one in particular: 51 of the 72 other CRM tools grade higher. It costs $468 a year. - You could make: Sales pipeline, reports, documents and calendar: an app builder makes these well. - You could not: Connections to other products, each kept working as those products change. - You could not: Texts from a business number, registered with the carriers. - You could not: It is priced for each person, which means accounts and billing for a team. A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it. ## Works with Orion, Schwab, eMoney, Fidelity, Envestnet, Holistiplan, Nitrogen, Zapier **Tags:** Sales pipeline, Workflow automation, Reports, Business texting, Documents, Calendar ## Alternatives - [Wealthbox](https://toolgpa.com/tools/wealthbox): CRM built for financial advisors and wealth management firms. [Compare](https://toolgpa.com/compare/redtail-crm-vs-wealthbox) - [Maximizer CRM](https://toolgpa.com/tools/maximizer-crm): Customizable CRM that works from Outlook, with a finance edition. [Compare](https://toolgpa.com/compare/maximizer-crm-vs-redtail-crm) - [Nutshell](https://toolgpa.com/tools/nutshell): Sales CRM with email marketing, forms and AI built into every plan. [Compare](https://toolgpa.com/compare/nutshell-vs-redtail-crm) - [Capsule CRM](https://toolgpa.com/tools/capsule-crm): Small-business CRM for contacts, sales pipelines and projects. [Compare](https://toolgpa.com/compare/capsule-crm-vs-redtail-crm) - [Act!](https://toolgpa.com/tools/act): CRM and email marketing platform for small businesses. [Compare](https://toolgpa.com/compare/act-vs-redtail-crm) ## Sources The prices, plans, platforms and features above were read from these pages on Nov 12, 2026: - https://redtailtechnology.com/pricing - https://redtailtechnology.com/ - https://redtailtechnology.com/integrations Page: https://toolgpa.com/tools/redtail-crm Listed by ToolGPA (toolgpa.com).