Redtail CRM Pricing

Get a Custom Quote

Name	Price	Features
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 Access anywhere, anytime Backup and disaster recovery Document management Workflow processes Categorize and tag client records Detailed reports Seminar management Free support Show More
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 Everything sent through Speak is automatically archived, and everything is searchable Institution-level searching is also available. Send and receive attachments, which are viewable inline. Integrated with Riskalyze (Risk Numbers) Show More
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 Audit trails Offsite archives Backup Security Free support Show More
Redtail Email	$8Per month per account	Complimentary importing 100% email retention Redtail CRM integration No storage limits Meets and exceeds SEC/FINRA regulations POP3 or IMAP accounts MAPI accounts Webmail client Anti-virus and spam protection Free support Show More

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 Monitor your firm’s performance with business development dashboards Show More
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 Annual health check Show More

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

AF

Administrator in Financial Services

Small-Business(50 or fewer emp.)

Validated Reviewer

Review source: Organic

Feb 15, 2018

"Nice and Smooth"

What do you like best?

Ease of setup and use. Tech support is responsive. Data is easy to see and glean details from. GUI is self-explanatory in many ways. Feature rich for price point. Improvement for smaller firm over Salesforce. Glad we made the switch. Review collected by and hosted on G2.com.

What do you dislike?

The process for getting customized reports set up is a little convoluted. Their instruction page is not complete on a few items, but there's enough info to get things figured out. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Do a trial run and play around with it. It could save you a lot of time and hassle over the other alternatives. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We needed something simpler than what's offered by Salesforce. Redtail is not meant for uber sophisticated users. It's geared more towards users who just want something to work out of the box. I imagine a lot of smaller firms would benefit from its simplicity. Where it lacks we fill in with other software. That's not a criticism, just an observation. Review collected by and hosted on G2.com.

Helpful?

CW

Christian W

Office Manager

Financial Services

Small-Business(50 or fewer emp.)

Validated Reviewer

Verified Current User

Review source: Invitation from G2

Dec 21, 2017

"Daily use for 2 years"

What do you like best?

I like the ease of it. It is very easy to use and understand. Review collected by and hosted on G2.com.

What do you dislike?

They changed the home page away from the daily notes. It sometimes has issues and we can not link clients to notes and activities. The price is a bit high for the lower quality that it is. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We were hoping to keep all employees in the office up to date on client appointments and tasks along with birthdays and anniversaries. Review collected by and hosted on G2.com.

Helpful?