Redtail CRM – Features, Pricing & Reviews 2026 | Krowdbase
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Redtail CRM

Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals.

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What is Redtail CRM?

Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industrys most widely used applications.

Screenshots

screenshot of Redtail CRM
screenshot of Redtail CRMscreenshot of Redtail CRM

Categories

CRM SoftwareContact Management SoftwareFinancial CRM SoftwareInsurance CRM Software

Features

Contact Management
Data Import/Export
Email Management
Lead Management
Reporting/Analytics
Sales Pipeline Management
Task Management
Workflow Management
Contact Database
CRM
Customizable Fields
Interaction Tracking
Search/Filter
Client Management
Customer Database
Document Management
Email Marketing
Pipeline Management
Activity Dashboard
Alerts/Notifications

FAQ

The official website of Redtail CRM is https://corporate.redtailtechnology.com/crm/

Need help choosing this software?

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Pricing

Starting at:

$39/per month

Free Trial Available

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