Redtail Technology Pricing Overview

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Redtail Technology Pricing Key Insights

Last updated on Apr 09, 2026

Redtail Technology offers 3 pricing editions, starting at $39. Redtail Technology pricing tiers are designed to support different usage levels and team sizes. Redtail Technology also offers a free trial. Compare the Redtail Technology pricing table below to figure out the best fit for your needs. Some plans may require you to contact Orion Advisor Tech for custom pricing.

Launch Plan — $39 / 1 User Per Month

Growth Plan — $59 / 1 User Per Month

Enterprise — Contact Us

Rated 4.3 / 5

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

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.

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 FAQs

Generated using AI

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.

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Redtail Technology Pricing Reviews

(2)

Andrew S.

Small-Business (50 or fewer emp.)

2/26/2026

"Easy CRM with Frequent Updates, Enhances Client Efficiency"

5/5

What do you like best about Redtail Technology?

I like Redtail Technology for its easy-to-use interface and frequent updates. We also appreciate Speak, as it really frees up our time to be more efficient and effective for our clients. The initial setup of Redtail Technology was very easy, just requiring an adjustment to understand how to use the new tool. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

I wish suggested updates would be acted on sooner. Review collected by and hosted on G2.com.

Quinlan I.

Financial Planner

Small-Business (50 or fewer emp.)

4/9/2026

"Outdated Interface and Limited Integrations Hold Redtail Back"

2/5

What do you like best about Redtail Technology?

I liked how multiple people could be assigned to one task for a client. At my firm, we do a lot of teamwork, and Redtail allowed that to function smoothly. The price was also cheap because we are such a small company. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

We did not like the look of Redtail, the interface was outdated. We also could not integrate a lot of the other platforms we use to Redtail. There was also no AI integrations that could speed up our work. Review collected by and hosted on G2.com.