Redtail Technology Pricing Overview

Redtail Technology does not offer a permanent free plan, but it does provide a free trial that lets users to test the product before committing to a paid plan. Trial availability and duration may vary, so users should review the seller's official pricing page for the most current details.

According to G2 data, Redtail Technology pricing in 2026 starts at $39.00 and can reach $59.00 depending on the selected plan. Pricing may vary based on billing terms or usage, so users should review the Orion Advisor Tech's official pricing page for the most current details.

According to G2 reviewers, Redtail Technology's pricing is best suited for small financial advisory firms and independent advisors seeking an affordable, industry-specific CRM. The vast majority of G2 reviewers come from small businesses in financial services and investment management, praising the Launch Plan's accessibility and the Growth Plan's workflow automation as strong fits for boutique practices. G2 users frequently compare Redtail Technology favorably to Salesforce, citing its lower cost and financial-industry focus as key advantages for smaller teams. The Enterprise tier suits larger advisory organizations needing customizable, multi-user configurations. Accounting firms also appear among G2 reviewers benefiting from Redtail Technology's compliance and document management capabilities.

Redtail Technology does not offer a permanent free version, but a free trial is available for teams evaluating the platform before committing. The entry-level Launch Plan at $39.00/month covers core CRM essentials including contact management, document storage, calendaring, and compliance note archiving. Redtail Technology's Growth Plan at $59.00/month adds automated workflows, bulk email, email and calendar syncing, Redtail Imaging with 200 GB storage, and the full Redtail Speak compliant texting suite. G2 reviewers frequently highlight workflows, automations, and Redtail Speak as standout upgrades that justify the step up. Redtail Technology's Enterprise tier offers customizable plans with minimum license commitments, available via direct vendor quote.