Redtail CRM is a cloud-based CRM that provides tools for financial professionals and businesses to accelerate their processes. Redtail offers tools for managing email broadcasts, records, contacts, reporting, documents, activities, seminars, workflow automation, and more.


Andy Hernandez, Brian McLaughlin


• Client Management

• Contact Management

• Data Import/Export

• Email Marketing

• Event Triggered Actions

• Interaction Tracking

• Lead Management

• Reporting/Analytics

• Search/Filter

• Tagging

• Task Management

• Task Scheduling

• Workflow Management


Redtail’s pricing is $99/month per database and allows up to 15 users.



Price Range



Does Redtail have a reminder feature?

Redtail CRM has a reminder feature to inform you of your upcoming appointments thirty minutes in advance.

With which applications does Redtail CRM integrate?

Redtail CRM integrates with the following applications: Riskalyze, Morningstar Office Cloud.

What support options does Redtail CRM offer?

Redtail CRM offers three support options, and they are: Phone Support, Knowledge Base, Email/Help Desk

Does Redtail CRM have a free trial?

Redtail CRM has a free trial, and its pricing starts from 99.00/month.

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