SoftwareWorld Editorial Review
Why SoftwareWorld Chooses Redtail CRM
"Financial advisors tend to rely on Redtail CRM because it is built specifically for the financial services industry. Managing client relationships, tracking communication history, and staying organized across a growing book of business becomes much more manageable. Teams benefit from having client data centralized, which reduces the back-and-forth that often slows down advisory work. That said, businesses outside the financial sector may find it a poor fit since the platform is designed with that specific audience in mind."
Decision Snapshot
Redtail CRM Evaluation Snapshot
Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.
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Trust & Transparency
Why Buyers Can Trust This Page
Structured Product Information
Consistent buyer-focused fields make software profiles easier to evaluate.
Clear Sponsored Disclosure
Paid placements are labeled and separated from product facts and reviews.
Editorial Independence
Sponsored participation does not influence SoftwareWorld's editorial assessment.
Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
Redtail CRM Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose Redtail CRM
Problem it Solves
-
Streamlines Client Management And Enhances Communication For Financial Advisors
Target Users
-
Financial Advisors
-
Wealth Managers
-
Investment Firms
-
Financial Planners
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Insurance Agents
Core Use Case
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Manage Client Relationships
-
Track Sales Opportunities
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Automate Workflows
-
Schedule Appointments
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Generate Reports
USP
-
Streamline Client Management With Intuitive And Efficient CRM Solutions
Pros
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Built specifically for financial advisors, not a generic CRM adaptation
-
Contact management handles complex household and relationship linking well
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Workflow automation cuts down manual follow-ups across client lifecycles
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Seminar and event tracking built directly into the platform
-
Deep integrations with popular financial planning and portfolio tools
-
Affordable flat-rate pricing per database keeps costs predictable for teams
-
Notes and activity history stay organized without extra configuration effort
-
Mobile access lets advisors pull up client details on the go
Cons
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Workflow automation falls short for complex, multi-step advisory processes
-
Reporting tools lack the depth serious data-driven practices need
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Mobile experience feels noticeably limited compared to the desktop version
-
Onboarding new team members takes more effort than expected
Editorial Buyer Guidance
Who Is Redtail CRM Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Streamlines Client Management And Enhances Communication For Financial AdvisorsTarget Users
- Financial Advisors
- Wealth Managers
- Investment Firms
- Financial Planners
- Insurance Agents
Core Use Cases
- Manage Client Relationships
- Track Sales Opportunities
- Automate Workflows
- Schedule Appointments
- Generate Reports
Unique Selling Point
Streamline Client Management With Intuitive And Efficient CRM Solutions
Strengths and Limitations
Redtail CRM Pros & Cons
Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.
+
Pros
- Built specifically for financial advisors, not a generic CRM adaptation
- Contact management handles complex household and relationship linking well
- Workflow automation cuts down manual follow-ups across client lifecycles
- Seminar and event tracking built directly into the platform
- Deep integrations with popular financial planning and portfolio tools
- Affordable flat-rate pricing per database keeps costs predictable for teams
- Notes and activity history stay organized without extra configuration effort
- Mobile access lets advisors pull up client details on the go
!
Cons
- Workflow automation falls short for complex, multi-step advisory processes
- Reporting tools lack the depth serious data-driven practices need
- Mobile experience feels noticeably limited compared to the desktop version
- Onboarding new team members takes more effort than expected
Sponsored Products
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Sponsored placements are paid positions and do not influence Redtail CRM profile information, SoftwareWorld’s editorial assessment, or user reviews.
Category-Based Capabilities
Redtail CRM Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Contact Management Software 27 selected features Open category ↗ ⌄
Search/Filter
Pipeline Management
Social Media Integration
Data Import/Export
Prospecting Tools
Task Management
Customer Database
Campaign Management
Lead Nurturing
Segmentation
Email Management
CRM
Sales Forecasting
Contact Management
Calendar Management
Document Storage
Drag & Drop
Collaboration Tools
Lead Management
Sales Pipeline Management
Lead Distribution
Email Marketing
Opportunity Management
Data Synchronization
Interaction Tracking
Lead Capture
Artificial Intelligence
Financial CRM Software 29 selected features Open category ↗ ⌄
Expense Tracking
Forecasting
Template Management
Relationship Tracking
Interaction Tracking
Access Controls/Permissions
Activity Tracking
Client Management
Collaboration Tools
Sales Reports
Email Management
CRM
Search/Filter
Email Marketing
Task Management
Document Management
Lead Management
Calendar Management
Customer Database
Campaign Management
Marketing Automation
Activity Dashboard
Territory Management
Contact Management
Pipeline Management
Lead Capture
For Financial Institutions
Financial Management
Artificial Intelligence
Sales Tracking Software 18 selected features Open category ↗ ⌄
Sales Pipeline Management
Lead Management
Reporting/Analytics
Appointment Scheduling
Task Management
Interaction Tracking
Alerts/Notifications
Customizable Reports
Activity Dashboard
Commenting/Notes
Third-Party Integrations
Data Import/Export
Lead Scoring
Document Management
Email Templates
Call Logging
Search/Filter
Artificial Intelligence
CRM Software 30 selected features Open category ↗ ⌄
Referral Tracking
Mobile Access
Lead Qualification
Contact Database
Sales Pipeline Management
Territory Management
Quotes/Estimates
Customizable Fields
Calendar/Reminder System
Marketing Automation
Task Management
Interaction Tracking
Social Media Integration
Pipeline Management
Lead Capture
Forecasting
Contact Management
Email Management
Lead Generation
Workflow Management
Activity Dashboard
Internal Chat Integration
Segmentation
Alerts/Notifications
Document Storage
Lead Management
Reporting/Analytics
Data Import/Export
AI/Machine Learning
Artificial Intelligence
Connected Applications
Redtail CRM Integrations
Integration information is displayed only when approved integration products are available on the profile.
Gmail
LinkedIn Sales Navigator
Microsoft Outlook
Google Workspace
Mailchimp
Evernote Teams
QuickBooks Online
Constant Contact
Zapier
Twilio
Zoom Meetings
GoTo Meeting
DocuSign
RingCentral Contact Center
Pricing Information
Redtail CRM Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Launch
$39
Per Month
Growth
$59
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Verified User Feedback
Write a Redtail CRM Review ↗
Redtail CRM Reviews
Approved reviews submitted through verified Google or LinkedIn reviewer accounts.
Amelia M
Associate Financial Advisor
Easy to use CRM Software
I like how user friendly it is, and the tech support is very helpful and responsive. I also like how it integrates with my other software.
Reviewed on January, 2025
Alternative Products
View All Redtail CRM Alternatives ↗
Top Redtail CRM Alternatives
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Frequently Asked Questions
Redtail CRM FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
Redtail CRM is a specialized customer relationship management tool designed specifically for financial advisors. It excels in managing client data, streamlining workflow, and enhancing client communication. A standout feature is its comprehensive client record-keeping system, which includes detailed client profiles, account information, and document storage, ensuring all pertinent client data is easily accessible. Redtail CRM also offers robust calendar and task management tools, facilitating efficient scheduling and task tracking. Its integration with a wide range of financial planning and portfolio management tools makes it particularly valuable for advisors. Additionally, Redtail CRM provides targeted communication features like bulk emailing and client segmentation, enabling personalized client outreach. Ideal for financial professionals, it combines ease of use with powerful features to optimize client management and business efficiency.
- No, Redtail CRM does not offer a free version.
- Yes, Redtail CRM offers a free trial.
- No, Credit Card details are not required for the Redtail CRM trial.
-
Redtail CRM offers the following pricing plans & packages:
Launch
$39 Per Month
Growth
$59 Per Month
-
Redtail CRM supports the following payment frequencies:
- Annual Subscription , Monthly Subscription
- No, Redtail CRM does not offer an API.
-
Redtail CRM can be integrated with the following applications:
- Constant Contact , QuickBooks Online , Mailchimp , Google Workspace , Zoom Meetings , RingCentral Contact Center , Twilio , DocuSign , Gmail , Microsoft Outlook , LinkedIn Sales Navigator , Evernote Teams , GoTo Meeting , Zapier
-
Redtail CRM offers support with the following options:
- Email , Phone , Knowledge Base
-
Redtail CRM offers training with the following options:
- Webinar , Documentation
-
Redtail CRM supports the following languages:
- English
-
Following are the typical users of the Redtail CRM:
- Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business
-
Redtail CRM supports the following deployment:
- Cloud Hosted
-
Redtail CRM supports the following devices and operating systems:
- Web-Based , iPhone , Android
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Product Comparisons
Redtail CRM Comparisons
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