The Redtail CRM Insider’s Guide
Everything we know about Redtail CRM in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Redtail CRM
The Insider’s Guide
CRM for financial advisors, with compliant texting and imaging
Every plan, grade, refund rule and rival among CRM tools, read from Redtail CRM’s own pages.
Made by Redtail Technology · checked Nov 12, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Redtail CRM’s own pages, its app-store listings and our grades. Every fact in it is on Redtail CRM’s page too, where it is kept up to date. Checked Nov 12, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.0
GPA, above 17 of the 72 other CRM tools we grade
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.
To get you started, here are 9 things to know about Redtail CRM, taken from its own pages and our grades.
- 1
Best for a CRM for solo advisors and small advisory firms
Redtail is a CRM for financial advisors, from $39 a user a month on Launch.
- 2
Paid plans start at $39 a month for each person
As its pricing page puts it: $39 per user / month, billed yearly ($45 billed monthly).
- 3
You can try it first
30-day free trial of the Growth plan, for new users only
- 4
It runs on Web
Web.
- 5
Contacts and accounts
Contact and account management with user-defined fields, segmentation, compliant note entry and archiving, and customizable database lists.
- 6
Workflows and automation
Process workflows, automation triggers and templates are listed from the Growth plan.
- 7
Sales pipeline tracker
A pipeline tracker and seminar and event management sit alongside shareable calendars and automated reports.
- 8
A 2.0 GPA, above 17 of 72
That is against the other CRM tools we grade, on value, the free plan, features, ease of use and platforms.
- 9
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.
Redtail CRM at a glance
- Pricing
- Free trial, from $39 per user / month, billed yearly ($45 billed monthly)
- Free plan
- No
- Free trial
- 30-day free trial of the Growth plan, for new users only
- Runs on
- Web
- Made by
- Redtail Technology
- Category
- CRM Software
- Our grade
- 2.0 GPA, fair
The report card
Best for a CRM for solo advisors and small advisory firms
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.
| Subject | Grade | Comment |
|---|---|---|
| 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. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who Redtail CRM is for
- Fits if you are a solo advisor or small advisory practice
- Works for firms that must archive client notes, email and texts
Who it is not for
- Tight if you grow past 5 users, as Launch caps there
- Skip it if you want workflows or texting on the cheaper plan, because both start on Growth at $59
- Watch out: compliant texting depends on broker-dealer approval
- Watch out: Enterprise has no published price and needs a minimum licence commitment
Good to know
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.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
$39
A month to start, for each person
Redtail CRM is a paid product with a free trial, starting at $39 per user / month, billed yearly ($45 billed monthly).
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.
Trying it first
30-day free trial of the Growth plan, for new users only
Read from redtailtechnology.com on Nov 12, 2026.
Ways to pay less
Annual discount
Save with yearly billing
Launch is $39 per user a month billed yearly against $45 billed monthly; Growth is $59 against $65.
Stated on redtailtechnology.com
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
1
Place it runs: Web
CRM for financial advisors, with compliant texting and imaging. Here is what it does, as its own site describes it, and what it covers: calendar, sales pipeline, workflow automation, documents, reports, business texting.
Contacts, accounts, pipeline, reporting and a mobile app.
- 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.
Where it runs
- Web
What it works with
- Orion
- Schwab
- eMoney
- Fidelity
- Envestnet
- Holistiplan
- Nitrogen
- Zapier
Redtail CRM is made by Redtail Technology.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
17/72
Other CRM tools it is graded above
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.
Each grade against the category
Every bar is all 73 CRM tools we grade, cut by the letter each got. Redtail CRM’s own letter is outlined.
- CValue for moneyAbove 27 of 72
- DFree plan and trialAbove 12 of 72
- CFeaturesAbove 1 of 72
- CEase of useAbove 1 of 72
- BPlatforms and integrationsAbove 10 of 72
Price against what you get
Each dot is one of 67 CRM tools. Further left costs less; higher up scores better on features, ease of use and platforms. Redtail CRM is the marked dot.
What paid plans start at, a month (each step along is roughly double) →
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
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.
What you could make
- Sales pipeline, reports, documents and calendar: an app builder makes these well.
What you could not
- Connections to other products, each kept working as those products change.
- Texts from a business number, registered with the carriers.
- It is priced for each person, which means accounts and billing for a team.
What this rests on. Redtail CRM’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Wealthbox, Maximizer CRM, Nutshell, Capsule CRM and Act!
The 5 tools Redtail CRM is most often weighed against, with where each one differs from it.
- 1.8GPA
Wealthbox
Free trial · from $65/mo
CRM built for financial advisors and wealth management firms.
- Only Wealthbox lists iOS and Android apps.
- Redtail CRM also covers calendar, documents and business texting.
- Wealthbox also covers meeting notes, tasks and dashboards.
- 1.6GPA
Maximizer CRM
From $65/mo
Customizable CRM that works from Outlook, with a finance edition.
- Maximizer CRM is self-hostable, according to its own site.
- Redtail CRM also covers calendar, documents and business texting.
- Maximizer CRM also covers email campaigns and dashboards.
- 2.4GPA
Nutshell
Free trial · from $13/mo
Sales CRM with email marketing, forms and AI built into every plan.
- Only Nutshell lists iOS and Android apps.
- Redtail CRM also covers calendar, documents and business texting.
- Nutshell also covers booking links and forms.
- 2.2GPA
Capsule CRM
Free plan · from $18/mo
Small-business CRM for contacts, sales pipelines and projects.
- Capsule CRM has a free plan. Redtail CRM does not, though it has a free trial.
- Only Capsule CRM lists iOS and Android apps.
- Redtail CRM also covers calendar, documents and business texting.
- 2.4GPA
Act!
Free trial · from $30/mo
CRM and email marketing platform for small businesses.
- Only Act! lists iOS and Android apps.
- Redtail CRM also covers calendar, workflow automation, documents and business texting.
- Act! also covers booking links, marketing automation, forms and surveys.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
13
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Redtail CRM free?
No, Redtail CRM is a paid product, but you can try it first. 30-day free trial of the Growth plan, for new users only.
How much does Redtail CRM cost?
Redtail CRM lists 3 plans. Launch: $39 per user / month, billed yearly ($45 billed monthly).
What platforms does Redtail CRM work on?
Redtail CRM is available on Web.
Does Redtail CRM offer any discounts?
Redtail CRM publicly lists the following: Save with yearly billing.
Does Redtail CRM have an Android app?
No Android app was listed when its pages were read on Nov 12, 2026. Redtail CRM is listed for Web.
Does Redtail CRM have an iPhone app?
No iPhone app was listed when its pages were read on Nov 12, 2026. Redtail CRM is listed for Web.
Is Redtail CRM open source?
Redtail CRM is not described as open source on its own site, as read on Nov 12, 2026.
What does Redtail CRM integrate with?
Redtail CRM's listing names Orion, Schwab, eMoney, Fidelity, Envestnet, Holistiplan, Nitrogen and Zapier.
Who makes Redtail CRM?
Redtail CRM is made by Redtail Technology.
What are the alternatives to Redtail CRM?
The closest alternatives to Redtail CRM in our directory are Wealthbox, Maximizer CRM, Nutshell, Capsule CRM and Act!.
How does Redtail CRM compare with other 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.
Is Redtail CRM good value for money?
ToolGPA grades Redtail CRM C for value for money. 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.
Could I make my own version of Redtail CRM?
To replace Redtail CRM you would be making connections to other products, each kept working as those products change.
Where this guide comes from
The prices, plans, platforms and features were read from Redtail CRM’s own pages on Nov 12, 2026, and the grades were given on Nov 12, 2026. 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.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Redtail Technology. Prices change, so check redtailtechnology.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
5,038
Tools graded, in 95 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
5,038
tools graded
95
categories
739
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Redtail CRM, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/redtail-crm
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Redtail CRM: The Insider's Guide", checked Nov 12, 2026. https://toolgpa.com/tools/redtail-crm
Know someone choosing between CRM tools?
Send them this guide: toolgpa.com/tools/redtail-crm/guide
ToolGPA elsewhere: youtube.com/@toolgpa
See our other guides
The best-graded CRM tools after Redtail CRM, each with an Insider's Guide of its own.
- CRM Software Insider's GuideEvery one of the 73 CRM tools we grade, compared
- HubSpot Insider's GuideFree CRM at the center of a marketing, sales and service suite3.2 GPA
- Bigin by Zoho CRM Insider's GuidePipeline-based CRM from Zoho for small businesses2.8 GPA
- Bitrix24 Insider's GuideFlat-priced CRM with tasks, chat, video calls and a site builder2.8 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Redtail CRM’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Redtail CRM is a trademark of its owner, and this guide is not made, paid for or approved by Redtail Technology. Prices and plans change: check redtailtechnology.com before you buy.