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Redtail CRM Review

Redtail CRM OUR SCORE 90%
starting price $99
our score 90%
free trial
  1. What is Redtail CRM
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Redtail CRM?

Redtail CRM is an online customer relationship management solution that is specifically designed to aid financial professionals in streamlining their workflows and providing them with an automated approach in managing their clients. Financial management organizations, as well as financial advisers, utilize its user-friendly and intuitive features to monitor customer data and the services they provide. The software gives users quick access to all the information they require and it could generate reports about accounts and clients. It can be used to create messages with attachments and send them in bulk to prospect people and clients. Users are also able to obtain useful information like a marketing campaign that was able to provide them with a prospect or lead.

Product Quality Score

Ease of use
Customer support
Value for money

Redtail CRM features

Main features of Redtail CRM are:

  • Activities Management
  • If-Then Scenarios in Workflow Steps
  • Free Database Migration
  • Automated Workflows
  • Seminar Management
  • Clients’ Data Tracking
  • Integrations
  • Task Management
  • Reports
  • Categorize and Tag Records
  • Broadcast Emails

Redtail CRM Benefits


The main benefits of Redtail CRM are its capabilities in aiding users with workflow and seminar management and it is also equipped with tagging functionality for better organization. Here are more details:

Workflow management

One of Redtail CRM’s most prominent feature is its capability for assisting in workflow management. It offers users with automated workflows that empower them to create tasks and steps and then assign them to certain leads or clients. There are also a bunch of workflow templates to choose from. Each is built especially for financial planners and advisors and is comprised of tasks, steps, and outcomes. Users are also given the option to add some notes to a step in the workflow, which allows them to make a documentation about certain information such as the reason why a workflow cannot go into the next step yet.

Seminar management

The software is also capable of aiding users in the seminar management field. It has tools that allow users to add new client events or seminars quickly. It can be done via the calendar feature where they can also quickly add attendees on an arranged seminar. This is useful for efficiently planning seminars and obtaining reports related to them.

Tagging feature

Redtail CRM has a tagging feature which enables users to associate tags and categories to any of the records in their CRM database. This is useful in the management of marketing campaigns because they’ll be able to edit records by group easily. Also, this would link records to certain campaigns, which users can take advantage of to get useful, pertinent information.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

Redtail CRM Integrations

The following Redtail CRM integrations are currently offered by the vendor:

  • Morningstar
  • MoneyGuidePro
  • Riskalyze
  • LaserApp
  • Allbridge


Customer Support


Pricing Plans

Redtail CRM pricing is available in the following plans:

Free trial