Redtail Technology Pricing Overview

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Free Trial

Enterprise

Customizable plans with endless options available! Minimum license commitment is required.

Growth Plan

$59.00

1 User Per Month

Premium CRM, Redtail Imaging, and Redtail Speak. Get access to all of the Launch Plan features, plus:

Contact, Note, and Opportunity Permissions

Automated Workflows

Email and Calendar Syncing

Automations

Automation, Email, and Workflow Templates

Bulk Emails

Redtail Imaging: Compliant, Paperless Document Management

Redtail Imaging: Bulk Upload and Download

Redtail Imaging: Drag and Drop Files in Web App

Redtail Imaging: Archive Section

Redtail Imaging: Audit Trails

Redtail Imaging: Create and Apply Indexes to Label and Search Files

Redtail Imaging: 200 GB Storage

Redtail Speak: Compliant Texting/Chat Solutions

Redtail Speak: Automated, Searchable Archiving

Redtail Speak: Institution-Level Searching

Redtail Speak: Send and Receive Attachments

Redtail Speak: AI Assistant

Redtail Speak: Mobile App

Redtail Speak: Message Scheduling

Redtail Speak: Bulk Texting

Redtail Speak: Out-of-Office Option

Redtail Speak: Unlimited Messages

Redtail Speak: Call Forwarding

Launch Plan

$39.00

1 User Per Month

Basic CRM including:

Contact Management

Document Storage

Contact and Account-Level User Defined Fields

Multiple Methods for Client Segmentation

Account Management

Compliant Note Entry and Archiving

Activity, Custom Export, Mail Merge, and Note Templates

Shareable, Customizable Calendaring

Automated, Customizable Reports

Customizable Database Lists

Customizable Email Notifications and Dashboard Reminders

Sales Pipeline Tracker

Seminar/Event Management

Mobile App

Deep Industry Integrations

Complimentary Database Conversions

SSL Security

Redtail is the industry’s favorite CRM for a reason — and now we’re offering plans that include essential Redtail and Orion Advisor Tech, designed for every advisor to scale their firm efficiently.

Redtail Technology has 3 pricing editions. A free trial of Redtail Technology is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.

Pricing information for Redtail Technology is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Redtail Technology must be conducted with the seller.

Pricing information was last updated on December 05, 2025

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Redtail Technology Pricing Reviews

(2)

Verified User in Financial Services

Small-Business (50 or fewer emp.)

2/18/2025

"Great user interface, robust features and best of all AMAZING customer service."

5/5

What do you like best about Redtail Technology?

The customer service is 10/10. Otherwise it is a very reliable and proven CRM for the financial industry. Cost is reasonable and they do not nickle and dime you with tons of add-on features. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

Nothing big that I can think of, it is a leader in the industry and has stood the test of time. Some things around workflows could be streamlined and a little less clunky. Too many clicks are needed to mark task complete, etc. But that's not a huge issue at all. Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

They host my e-mail and I use them for my main Financial Advisor practice CRM. It allows me to maintain control over my book of business and data separate from my RIA/BD so that no matter what shenanigans they have going on I know I am protected and maintain control over my practice, data and relationships, which is the true value of a practice. Review collected by and hosted on G2.com.

Bryan M.

Chief Financial Officer

Small-Business (50 or fewer emp.)

5/29/2025

"Great CRM platform for the price"

3.5/5

What do you like best about Redtail Technology?

How well it integrates with other platforms like Charles Schwab and Levitate so the information can flow between each platform. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

Would like more click capabilities when running reports instead of typing what parameters are needed to run a specific report Review collected by and hosted on G2.com.