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Redtail CRM
by Redtail CRM
What Redtail CRM is
Redtail CRM is a customer relationship management product available on the web, iOS, and Android. Its listed capabilities include a visual sales pipeline, email sync, AI features, and marketing automation. Launch costs $39 a year per user, billed yearly, and allows a maximum of five users. Growth costs $59 a year per user, billed yearly, and supports unlimited users. Enterprise offers customizable plans for larger teams and advisor networks, with pricing available by request. Redtail CRM has no free plan, but it offers a 30-day trial. The maker, Redtail CRM, was founded in 2003 and is headquartered in Omaha, Nebraska. Browser access and mobile apps provide the listed platform options. Teams can compare the Launch user cap with Growth’s unlimited-user allowance, while larger teams and advisor networks can ask about Enterprise.
Who it suits
Redtail CRM may suit advisers or teams seeking a customer relationship management tool with a visual pipeline, email sync, and marketing automation. Larger teams and advisor networks can consider its customizable Enterprise plans.
What it does well
- Available on web, iOS, and Android
- Includes a visual sales pipeline
- Email sync and marketing automation are listed
- Offers a 30-day trial
What to know first
- No free plan
- Launch allows a maximum of five users
Limits
Launch allows a maximum of five users. There is no free plan; the available trial lasts 30 days.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Launch | per user, billed yearly · Maximum of 5 users | $39 a year |
| Growth | per user, billed yearly · Unlimited users | $59 a year |
| Launch — annual billing | yearly · per user · maximum of 5 users · CRM features · secure mobile app · contact and account management · detailed contact reporting · customizable segmentation · 100s of integrations | $39 a month |
| Launch — monthly billing | monthly · per user · maximum of 5 users · CRM features · secure mobile app · contact and account management · detailed contact reporting · customizable segmentation · 100s of integrations | $45 a month |
| Growth — annual billing | yearly · per user · unlimited users · everything in Launch plus Imaging and Speak · process workflows · automation triggers · viewing permissions · document storage · compliant texting subject to broker-dealer approval | $59 a month |
| Growth — monthly billing | monthly · per user · unlimited users · everything in Launch plus Imaging and Speak · process workflows · automation triggers · viewing permissions · document storage · compliant texting subject to broker-dealer approval | $65 a month |
| Enterprise | customizable plans · minimum license commitment required | On request |
As redtailtechnology.com lists them, read 23 Sept 2026. The maker's own page has the final word.
Getting started
- Visit the Redtail CRM website.
- Choose the 30-day trial or review the paid plans.
- Select Launch, Growth, or contact Redtail about Enterprise.
- Use the web, iOS, or Android platform.
Verdict
Redtail CRM offers pipeline, email, AI, and marketing capabilities across browser and mobile platforms. Its Launch user cap and yearly per-user pricing are worth checking against team size; a 30-day trial is available.
Questions
How much does Redtail CRM cost?
Launch costs $39 per user per year, billed yearly. Growth costs $59 per user per year, billed yearly; Enterprise pricing is customizable.
Is there a free plan or trial?
There is no free plan. Redtail CRM offers a 30-day trial.
Which platforms does Redtail CRM support?
It is available on the web, iOS, and Android.
Is Redtail CRM open source?
No, Redtail CRM is not open source.
Who makes Redtail CRM?
Redtail CRM is made by Redtail CRM, founded in 2003 and headquartered in Omaha, Nebraska, United States.
Facts from Redtail CRM's own pages
- AI features
- Yes · redtailtechnology.com, 23 Sept 2026
- API access process
- Developers can request API access for internal firm projects or apply to be a partner building an integration for Redtail users. · corporate.redtailtechnology.com, 21 Oct 2026
- Calendar
- The calendar supports Day, Week, or Month views, filters, team availability, activities, tasks, and reminders. · support.redtailtechnology.com, 21 Oct 2026
- Client relationships
- Contact records can include account information, relationships, reminders, and sales pipeline details. · support.redtailtechnology.com, 21 Oct 2026
- Company founded
- LinkedIn lists 2003 as Redtail Technology's founding year. · linkedin.com, 21 Oct 2026
- Company headquarters and size
- LinkedIn lists Sacramento, California as headquarters and company size as 51–200 employees. · linkedin.com, 21 Oct 2026
- Company legal name
- LinkedIn identifies the company as Redtail Technology, Inc. · linkedin.com, 21 Oct 2026
- Company ownership
- G2 describes Redtail as a brand entity of Orion Advisor Solutions since June 2022. · g2.com, 21 Oct 2026
- Contact management
- Contacts can be segmented with customizable fields and tagged or categorized to make records easier to search and edit in groups. · support.redtailtechnology.com, 21 Oct 2026
- Documentation and training
- Redtail provides a Knowledge Base, training resources, Redtail University, and onboarding resources through its product site. · redtailtechnology.com, 21 Oct 2026
- Email and calendar sync
- Growth customers can sync email history and calendars with external Microsoft-hosted email accounts through Suite Sync. · support.redtailtechnology.com, 21 Oct 2026
- Email sync
- Yes · redtailtechnology.com, 23 Sept 2026
- Founded
- 2003 · redtailtechnology.com, 28 Sept 2026
- Free plan
- No · redtailtechnology.com, 23 Sept 2026
- Free trial
- Yes · redtailtechnology.com, 23 Sept 2026
- Headquarters
- Omaha, Nebraska, United States · redtailtechnology.com, 28 Sept 2026
- Hosting
- The CRM is described as web-based and cloud-based; the reviewed pages do not describe a self-hosted deployment option. · getapp.com, 21 Oct 2026
- Integrations
- Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. · redtailtechnology.com, 21 Oct 2026
- License
- Redtail CRM is a commercial subscription product and its public API requires agreement to API terms; the reviewed pages do not present it as open source or name an open-source license. · redtailtechnology.com, 21 Oct 2026
- Limit: Email syncing
- G2 reviewers say email syncing can fail to capture all communications. · g2.com, 21 Oct 2026
- Limit: Integrations and sync
- Reviewers report lagging calendar sync, broken integration links, and difficulty connecting some platforms. · g2.com, 21 Oct 2026
- Limit: Interface and development pace
- Some G2 reviewers describe the interface as outdated and say they have seen little product improvement over time. · g2.com, 21 Oct 2026
- Limit: Learning advanced functions
- GetApp review summaries say some advanced features take time to learn and that users report slow support responses. · getapp.com, 21 Oct 2026
- Limit: Pricing changes
- A TrustRadius reviewer complained of price increases and slower service response after Orion took over. · trustradius.com, 21 Oct 2026
Where Redtail CRM stands on Freedom251
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