[ Redtail... Reviews ](https://www.g2.com/products/redtail-technology/reviews) [ Redtail... Reviews ](https://www.g2.com/products/redtail-technology/reviews) # Redtail Technology Pricing Overview [Editedit](https://my.g2.com/redtail-technology/pricings) Free Trial ## Redtail Technology Pricing Key Insights Last updated on Apr 30, 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**. Higher-tier plans are available via direct consultation with the vendor. Compare the Redtail Technology pricing table below to figure out the best fit for your needs. * * * 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 Contact Us Customizable plans with endless options available! Minimum license commitment is required. - Customize Your Plan Show More 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 Show More 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 Show More 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 Show More Download complete pricing list[DownloadDownload now](#) ## Redtail Technology Pricing FAQs Generated using AI Is Redtail Technology free, or does it offer a free trial? 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. How much does Redtail Technology cost in 2026? 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. Who is Redtail Technology pricing best suited for? 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. What are the key differences between the free and paid versions of Redtail Technology? 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. ## Top-Rated Alternatives [ ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 4.3/5(227) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ ![Wealthbox CRM](https://images.g2crowd.com/uploads/product/hd_favicon/e40f18d517f14ad324978c206159bfd7/wealthbox-crm.svg "Wealthbox CRM") Wealthbox CRM 4.6/5(109) ](https://www.g2.com/products/wealthbox-crm/reviews) [ ![Maximizer](https://images.g2crowd.com/uploads/product/hd_favicon/a920604f7639d8a62b8f6fb13b849ef8/maximizer.svg "Maximizer") Maximizer 4/5(671) ](https://www.g2.com/products/maximizer/reviews) [ View All Alternatives ](https://www.g2.com/products/redtail-technology/competitors/alternatives) ## Redtail Technology Pricing Reviews (2) AS Andrew S. Small-Business (50 or fewer emp.) 2/26/2026 More Options - - [Respond as Redtail Technology](https://www.g2.com/survey_responses/redtail-technology-review-12410705/official_response/new) "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. What problems is Redtail Technology solving and how is that benefiting you? Redtail Technology helps with data storage and organization. It has an easy-to-use interface and frequent updates, allowing us to be more efficient and effective for our clients. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign QI Quinlan I. Financial Planner Small-Business (50 or fewer emp.) 4/9/2026 More Options - - [Respond as Redtail Technology](https://www.g2.com/survey_responses/redtail-technology-review-12595238/official_response/new) "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. What problems is Redtail Technology solving and how is that benefiting you? Redtail was solving the problem of calendar performance. We were able to see where we needed to be and when. Review collected by and hosted on G2.com. 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