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

"Single Most Effective Addition to the Business in 20 years"

5/5

What do you like best about Redtail Technology?

EVERYONE is on the same page, sharing contact and other information. No more sticky notes, missed voicemails, or communication issues. Trackable, verifiable, efficient. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

Takes a minute to get used to BUT help is EVERYWHERE..... if you are hesitating adopting Redtail, you are losing out....embrace soon, embrace in-depth and pat yourself on the back later for you have fundamentally changed your business for the good, better, and best. Not a day goes by we are not ESTATIC we found Redtail. 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.