--- title: Redtail Technology Reviews meta\_title: 'Redtail Technology Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 268 reviews by the users' company size, role or industry to find out how Redtail Technology works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 268 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Redtail Technology Reviews & Product Details Visit Website Redtail Technology is a type of Client Relationship Management (CRM) solution specifically designed for the financial services industry. Established in 2003, Redtail provides a suite of web-based applications that facilitate efficient client management, compliant communication, and streamlined office operations for financial advisors. With a focus on enhancing productivity and supporting growth, Redtail’s offerings include CRM capabilities, compliant text messaging through Redtail Speak, paperless office solutions, and email archiving. Targeted primarily at financial advisors and firms, Redtail Technology addresses the unique challenges faced in the financial services sector. The platform is designed to help users manage client relationships effectively, ensuring that advisors can maintain compliance while providing exceptional service. The integration capabilities with widely used applications in the industry further enhance its utility, allowing users to create a cohesive technology ecosystem that supports their operational needs. Key features of Redtail Technology include its robust CRM functionalities, which enable users to track client interactions, manage workflows, and automate routine tasks. The compliant text messaging feature, Redtail Speak, allows advisors to communicate securely with clients, ensuring that all communications adhere to regulatory requirements. Additionally, the paperless office solution helps firms transition to a digital environment, reducing reliance on physical documentation and improving efficiency. The email archiving feature ensures that important communications are stored securely and can be easily retrieved when needed. The value that Redtail Technology brings to its users lies in its commitment to affordability and ease of implementation. By offering low-cost solutions that are straightforward to integrate, Redtail enables financial advisors to enhance their operational efficiency without incurring significant expenses. Furthermore, the company's dedication to exceptional customer service ensures that users receive the support they need to maximize the benefits of the platform. As a brand entity of Orion Advisor Solutions since June 2022, Redtail continues to innovate and expand its offerings while maintaining its focus on the financial services community. * * * Product Website Redtail Technology Seller [Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech) Discussions [Redtail Technology Community](https://www.g2.com/products/redtail-technology/discuss) Languages Supported English Solution Type All-in-One Overview by David Mehlhorn (Director of Sales at Redtail Technology) Show More ## Pricing Pricing provided by Redtail Technology. ### Enterprise Contact Us [ View More Pricing Information ](https://www.g2.com/products/redtail-technology/pricing) ## Redtail Technology Integrations (26) What do users say about integrations? 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User in Financial Services Small-Business (50 or fewer emp.) 4/22/2026 "You Get What You Pay For" 0.5/5 What do you like best about Redtail Technology? I like that we're getting away from Redtail. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Update 4/28/2026: Even after contacting the email that was provided to "make things right" I still haven't heard from anyone. Pathetic customer service. Unless you are a well-versed do-it-yourselfer, keep a wide birth and find another CRM solution. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? It's a half-assed CRM that stores information. Beyond that, not much. Review collected by and hosted on G2.com. Show More Response from Becca Perkins of Redtail Technology [Editedit](https://www.g2.com/survey_responses/redtail-technology-review-12672101/official_response/edit) Hi there, I'm sorry that you've had this experience. I'm not able to see your name so please email me rebecca.perkins@orion.com so that we can make this right for you. 4/28/2026 Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 2/18/2025 "customer from beginning" 0/5 What do you like best about Redtail Technology? It is good technology in theory, but we only need the basic features. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? They are not attentive to their loyal clients who have been with them for over a dozen years and try to upsell them and take away features they had from the beginning. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? We like that the email history is saved in the client folders automatically Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite CM Chris M. Small-Business (50 or fewer emp.) 1/17/2024 "Redtail is absolute trash." 0/5 What do you like best about Redtail Technology? Nothing, except the low cost. But you get what you pay for. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? SAVE YOURSELVES A NIGHTMARE AND AVOID REDTAIL. We left Salesforce 1YR ago because our contract was up and were going to experience a big price increase. In hindsight, I would happily pay the increased price for Salesforce. I knew there were going to be some growing pains moving to Redtail, but thought they'd smooth out over time. They have not.... and frustration levels have increased 100x. Redtail might be wortwhile if you are a 1-2 person business with zero technical ability and want a very, very. dumbed down out of the box CRM. If you want to do ANY bulk data import, customize layouts, or require bulk edits, Redtail is absolutely TRASH. You cannot do mass imports or mass edits on your own. You are forced to email Redtail support a "Spreadsheet" and have their techs do it for you. This is ridiculously cumbersome and makes you rely on Redtails crappy workload timeline. On top of that, you are extremely limited on what redtail offers for fields and layouts... which means you end up shoving data in fields that are labeled for other uses. Want to sync you CRM calednar with Outlook? Good luck. Redtails Retriever application created 1000's of duplicate calendar entries and essenttially rendered my Outlook calendar useless. I waited an hour for a person at Redtail to answer the phone, spent another hour explaining the problem, and I was told I need to "manually" delete all the duplicates. LOL. That would take days if not weeks of wasted time.Their support agents have dropped the ball on simple requests numerous times and do not have direct phone numbers to get contacted. They hide behind a general 800 number. Redtail has taken our overall business BACKWARDS and created more problems than solutions. Avoid like the plague. To top it off, their server SUCKS and is extremely slow loading data. It also times out with error messages WAY too often. Even with the massive work it takes to switch CRM systems, I will be movign our company away from Redtail at some point soon. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? None. Redtail sucks and makes more problems. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic JK Jeff K. Financial Planner Small-Business (50 or fewer emp.) 11/16/2021 "Redtail Might Have Market Share, But It's Not Wonderful" 0.5/5 What do you like best about Redtail Technology? Web / cloud based (but aren't they all?) Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Compared to other software tools, a distinct lack of online support and best practice guidance. In addition, Redtail advertises Integration but doesn't take reliability seriously. Redtail's own Retriever Cloud tool, required for integration with Outlook (and therefore to other tools) is unreliable and Redtail admits as such with seemingly no urgency or even interest in fixing it; We use Redtail calendar, and recently began using an online scheduling tool. Not being able to count on Redtail to sync means creates stress for staff and forces us to add redundancy via Zapier. Review collected by and hosted on G2.com. Recommendations to others considering Redtail Technology: Look at alternatives, including WealthBox, which industry colleagues have spoken highly about. Also consider keeping client data with an alternative tool such as PreciseFP; Kitces web site is a great resource for researching practice management tools. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? It's a CRM, we use it as our primary calendar (poorly - see 'What do you dislike'; Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ER erik r. Account Manager Financial Services Small-Business (50 or fewer emp.) 10/24/2017 "way better CRMS out there for even free" 1/5 What do you like best about Redtail Technology? the best feature is setting tasks which is sad to say Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? appearance is dated and is not user friendly/ not enough options Review collected by and hosted on G2.com. Recommendations to others considering Redtail Technology: find a better crm that allows customization and utilizes more syncing options Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? market info is useful Review collected by and hosted on G2.com. Show More 10/25/2017 Current UserValidated ReviewerIncentivizedSource: G2 invite ## Questions about Redtail Technology? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Redtail Technology ](https://www.g2.com/products/redtail-technology/discussions/new) GU Guest User What is Redtail CRM used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-redtail-crm-used-for) GF Genesis Fox • Last activity about 6 years ago Will you now or in the future provide rmd calculations for Retirement and Inherited accounts? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/will-you-now-or-in-the-future-provide-rmd-calculations-for-retirement-and-inherited-accounts) [ View all Discussions ](https://www.g2.com/products/redtail-technology/discuss) ## Pricing Options Pricing provided by Redtail Technology. ### Enterprise Contact Us ### Growth Plan $59.00 1 User Per Month ### Launch Plan $39.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/redtail-technology/pricing) Redtail Technology Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0523031d21e9e1db455acf214dcec564/wealthbox-crm.png "Product Avatar Image") Wealthbox CRM 4.6/5(109) [ Compare Now ](https://www.g2.com/compare/redtail-technology-vs-wealthbox-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image") Agentforce Sales 4.4/5(25,873) [ Compare Now ](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-redtail-technology) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_aa2c45ebeac7cef39931be401440e226/smartoffice.png "Product Avatar Image") SmartOffice 3.7/5(28) [ Compare Now ](https://www.g2.com/compare/redtail-technology-vs-smartoffice) ##### ##### Redtail Technology Features Content Automation Platform Additional Functionality Pre-Built Connectors Dashboard Cloud Platform Reporting and Analytics Reporting Customer Support Case Management Customer Support Portal Knowledge Base [ View More Features ](https://www.g2.com/products/redtail-technology/features) ## 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