Redtail CRM Pricing

NamePriceFeatures
Redtail CRM$99per month per database
Includes 15 users
  • Unlimited leads, contacts, reminders, and tasks
  • Complimentary database conversions
  • Broadcast emails
  • Free Mobile app
  • Custom exporting
Redtail Speak$79 per month per database
  • Unlimited messaging
  • Embedded within your CRM
  • Communicate with clients via text and with staff via chat
  • Client communication is tied to their contact record
  • Secure, encrypted and compliant—subject to your BD’s approval
Redtail Imaging$49 per month for 10 gigabytes
  • 10 GB Storage
  • $4 per month per additional GB
  • Hardware and software overview
  • Easy image access
  • Image retention policy
Redtail Email$8Per month per account
  • Complimentary importing
  • 100% email retention
  • Redtail CRM integration
  • No storage limits
  • Meets and exceeds SEC/FINRA regulations

Redtail CRM pricing & plans

Free Trial is available
Pricing information for Redtail CRM is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Redtail CRM must be conducted with the seller.
Pricing information was last updated on January 15, 2020

Redtail CRM Alternatives Pricing

The following is a quick overview of editions offered by other Financial Services CRM Software

Junxure
Junxure On-Premise
$41per user/per month
Billed annually. 3 user minimum. ✔ Exceptional client service ✔ Unprecedented efficiency ✔ Increased profitability
  • Store all your contact information in one place
  • Manage workflow with total office management features
  • Import and export between financial advisory systems
  • Track emails and calendars seamlessly through integration with Microsoft® Outlook
  • Use Junxure’s database management tools to easily query your data and send bulk email messages and letters
Practifi
Practifi Platform Subscription
$1,200 USD per company / per month
Base platform subscription that includes up to 10 standard Practifi licenses and everything your team needs to get started and succeed with Practifi. Minimum one year term.
  • Free onboarding
  • User trainings
  • Salesforce admin trainings
  • Dedicated client success manager
  • 24/7 knowledgebase access

Various alternatives pricing & plans

Free Trial is available
Pricing information for the above various Redtail CRM alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

Redtail CRM Pricing-Related Review

Questions about pricing?