Redtail is a web-based CRM technology software that performs email archiving, paperless office, and compliant text messaging functions in the financial services industry. The tool focuses on helping users grow their businesses by using core technologies that drive day-to-day operations.


Brian Mclaughlin, Andy Hernandez


Redtail Technology is a cloud-based CRM software that is specifically used in the financial services industry. Its features are:

  • Appointment scheduling
  • Task management
  • Email marketing
  • Activity dashboard
  • Data import/export
  • Contact management
  • Client management
  • Task management
  • Notifications system
  • Engagement tracking
  • Document management
  • Third-party integration
  • Calendar System
  • Notes keeping
  • Opportunity management
  • Mobile access

Redtail costs $99 per month per database, which can accommodate up to 15 users.



Price Range



Is Redtail secure?

Redtail uses 256-bit encryption from GoDaddy, one of the world's largest and most reputable SSL security providers. In addition, Redtail replaces its encryption keys annually to provide more security.

Is Redtail easy to use?

Redtail is a user-friendly, simple, intuitive tool for small businesses and financial solopreneurs. It is quite seamless and easy to use without too many learning curves.

Is Redtail expensive?

Redtail has a straightforward pricing system that costs $99 per month per database and can accommodate up to 15 members. It is relatively affordable.

What is Redtail used for?

Redtail is a web-based CRM software designed to help finance professionals manage their businesses with small teams.

Does Redtail enable easy integration?

Redtail widely, deeply, and easily integrates with other well-known tools in the financial services industry.

  • No comments yet.
  • Add a review