--- 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 Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users enjoy the **ease of use** of Redtail Technology, finding it intuitive for managing client data and communication. [(83 mentions)](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017827&qs=pros-and-cons#reviews) Users love the **excellent customer service** of Redtail Technology, providing quick assistance and knowledgeable support. [(39 mentions)](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017833&qs=pros-and-cons#reviews) Users appreciate the **seamless integrations** of Redtail Technology, enhancing their experience with comprehensive data access and functionality. [(32 mentions)](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017824&qs=pros-and-cons#reviews) Users praise Redtail's **excellent customer support** , highlighting quick responses and knowledgeable staff for immediate assistance. [(25 mentions)](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017775&qs=pros-and-cons#reviews) Users commend the **easy initial setup** of Redtail Technology, ensuring a smooth onboarding experience with minimal adjustments. [(25 mentions)](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017778&qs=pros-and-cons#reviews) Users express frustration over **missing features** , including account linking and direct calling options within the CRM. [(18 mentions)](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017822&qs=pros-and-cons#reviews) Users find the **limited features** of Redtail Technology lacking, especially in search and direct calling options. [(12 mentions)](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017828&qs=pros-and-cons#reviews) Users struggle with **integration issues** in Redtail Technology, facing challenges syncing calendars and client information. [(11 mentions)](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017803&qs=pros-and-cons#reviews) Users face a **learning curve** with advanced features, needing extra time and support despite helpful training resources. [(10 mentions)](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017774&qs=pros-and-cons#reviews) Users express frustration with **poor customer support** , often experiencing long wait times and complicated report filters. [(8 mentions)](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017837&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Redtail Technology ##### 1. Ease of Use Users enjoy the **ease of use** of Redtail Technology, finding it intuitive for managing client data and communication. [ See 83 mentions ](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017827&qs=pros-and-cons#reviews) See Related User Reviews ![Steve S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Steve S.") SS Steve S. Small-Business (50 or fewer emp.) 5.0/5 "Redtail customer for life" What do you like about Redtail Technology? Ease of use to stay organized..The contact list is the best. TH Tammie H. Small-Business (50 or fewer emp.) 4.0/5 "Efficient CRM but Needs Better Email Syncing" What do you like about Redtail Technology? I like how easy it is to get to client information, create reports, and access imaging with Redtail Technology. ##### 2. Helpful Users love the **excellent customer service** of Redtail Technology, providing quick assistance and knowledgeable support. [ See 39 mentions ](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017833&qs=pros-and-cons#reviews) See Related User Reviews ![Melissa S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Melissa S.") MS Melissa S. Small-Business (50 or fewer emp.) 5.0/5 "Organizational Powerhouse with Top-Notch Support" What do you like about Redtail Technology? I love Redtail Technology for organizing my business with workflows, notes, and all their incredible features. It ensures I don't miss meetings and pr NH Nancy H. Small-Business (50 or fewer emp.) 4.0/5 "Efficient Client Management with Minor Integration Glitches" What do you like about Redtail Technology? I rely on Redtail Technology to organize my days and weeks, extending out to a month for planning. I appreciate the CRM features because, without them ##### 3. Integrations Users appreciate the **seamless integrations** of Redtail Technology, enhancing their experience with comprehensive data access and functionality. [ See 32 mentions ](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017824&qs=pros-and-cons#reviews) See Related User Reviews KS Keaton S. Small-Business (50 or fewer emp.) 4.0/5 "User-Friendly CRM with Strong Integrations" What do you like about Redtail Technology? I enjoy using Redtail Technology as a CRM solution, especially for taking meeting notes and managing KYC information. I find it easy to use, thanks to ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 5.0/5 "Seamless Integration with Orion" What do you like about Redtail Technology? I like how well it integrates with Orion. ##### 4. Customer Support Users praise Redtail's **excellent customer support** , highlighting quick responses and knowledgeable staff for immediate assistance. [ See 25 mentions ](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017775&qs=pros-and-cons#reviews) See Related User Reviews ![Melissa S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Melissa S.") MS Melissa S. Small-Business (50 or fewer emp.) 5.0/5 "Organizational Powerhouse with Top-Notch Support" What do you like about Redtail Technology? I love Redtail Technology for organizing my business with workflows, notes, and all their incredible features. It ensures I don't miss meetings and pr BB Beth B. Small-Business (50 or fewer emp.) 4.5/5 "Optimized for Financial Services, Stellar Support" What do you like about Redtail Technology? I appreciate Redtail Technology for being a helpful CRM tool, especially optimized for the financial services industry. It assists from an operational ##### 5. Setup Ease Users commend the **easy initial setup** of Redtail Technology, ensuring a smooth onboarding experience with minimal adjustments. [ See 25 mentions ](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017778&qs=pros-and-cons#reviews) See Related User Reviews ![Melissa S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Melissa S.") MS Melissa S. Small-Business (50 or fewer emp.) 5.0/5 "Organizational Powerhouse with Top-Notch Support" What do you like about Redtail Technology? I love Redtail Technology for organizing my business with workflows, notes, and all their incredible features. It ensures I don't miss meetings and pr KS Keaton S. Small-Business (50 or fewer emp.) 4.0/5 "User-Friendly CRM with Strong Integrations" What do you like about Redtail Technology? I enjoy using Redtail Technology as a CRM solution, especially for taking meeting notes and managing KYC information. I find it easy to use, thanks to ### 5 Cons or Disadvantages of Redtail Technology ##### 1. Missing Features Users express frustration over **missing features** , including account linking and direct calling options within the CRM. [ See 18 mentions ](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017822&qs=pros-and-cons#reviews) See Related User Reviews DG Dimitri G. Small-Business (50 or fewer emp.) 3.5/5 "Efficient CRM with Critical Integration, Needs Improved Linking" What do you dislike about Redtail Technology? I dislike that the AUM # does not link the accounts. We manually have to link the account to the profile/contact. EA Eduardo A. Small-Business (50 or fewer emp.) 3.5/5 "User-Friendly but Needs More Innovation" What do you dislike about Redtail Technology? We've used Redtail Technology since 2017, and I haven't seen much improvement over the years, just a change in the theme background to black. We have ##### 2. Limited Features Users find the **limited features** of Redtail Technology lacking, especially in search and direct calling options. [ See 12 mentions ](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017828&qs=pros-and-cons#reviews) See Related User Reviews AB Angela B. Small-Business (50 or fewer emp.) 5.0/5 "Very User-Friendly and Keeps Our Office Organized" What do you dislike about Redtail Technology? Not much. I guess the search feature could be improved. It’s not easy to search for clients using specific fields like address or phone number. ![Tracy G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tracy G.") TG Tracy G. Small-Business (50 or fewer emp.) 4.5/5 "Seamless CRM with Robust Email Tracking" What do you dislike about Redtail Technology? I find the consolidated assets and tracking of policies on the Life Side could be improved. It would be helpful to have reports that notify me when po ##### 3. Integration Issues Users struggle with **integration issues** in Redtail Technology, facing challenges syncing calendars and client information. [ See 11 mentions ](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017803&qs=pros-and-cons#reviews) See Related User Reviews KS Keaton S. Small-Business (50 or fewer emp.) 4.0/5 "User-Friendly CRM with Strong Integrations" What do you dislike about Redtail Technology? I experience occasional issues with back end integration links breaking. NH Nancy H. Small-Business (50 or fewer emp.) 4.0/5 "Efficient Client Management with Minor Integration Glitches" What do you dislike about Redtail Technology? The Schwab integration could use some work. It doesn't always load the paperwork the way it was designed to. ##### 4. Learning Curve Users face a **learning curve** with advanced features, needing extra time and support despite helpful training resources. [ See 10 mentions ](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017774&qs=pros-and-cons#reviews) See Related User Reviews LR Laura R. Small-Business (50 or fewer emp.) 2.5/5 "New User Experience: Promising but Challenging Transition" What do you dislike about Redtail Technology? I'm having a hard time integrating the Redtail calendar with our Outlook calendar. Also, being able to see client history notes with email all in the ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "CRM you need" What do you dislike about Redtail Technology? While some of the basics are simple, using advanced features like custom reports and workflows require extra time and support. The customer support th ##### 5. Poor Customer Support Users express frustration with **poor customer support** , often experiencing long wait times and complicated report filters. [ See 8 mentions ](https://www.g2.com/products/redtail-technology/reviews?filters%5Bsentiment_snippet%5D=2017837&qs=pros-and-cons#reviews) See Related User Reviews AB Anita B. Small-Business (50 or fewer emp.) 4.0/5 "Office Manager" What do you dislike about Redtail Technology? Response to issues is slow. Still have an outstanding issue pending for a month ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 1.5/5 "Great integrations, but poor support and long-standing issues go unresolved" What do you dislike about Redtail Technology? Customer service is non-existent, issues abound and they don't seem to care or want to fix things. Suggest a feature has items under consideration fo ![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.) 9/16/2025 "One of the Best CRMs Around" 4.5/5 What do you like best about Redtail Technology? Hands down, Redtail Technology is extremely user friendly and offers many features you didn't even think you needed until you start using it. Great system. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? There were a couple of features missing that would be geared to the financial space. Other than that, it meets all of the needs of a standard CRM. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail offers you one spot to keep all of your data - client/business relationships contact details, notes, tasks, etc. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Kei L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kei L.") KL Kei L. Admin Small-Business (50 or fewer emp.) 2/18/2025 "Good for my needs and everyday use" 5/5 What do you like best about Redtail Technology? I like Redtail mail and Redtail chat. It helps to be able to communicate with clients throught the chat and the info is saved to their profile. The same for Redtail email - it saves the communication with the client for future reference and compliance reasons. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I get logged out of the chat too often and have to re-log in alot which can be a pain. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail keeps all my client information organized and it's easy to run reports using the client data. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Glen B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Glen B.") GB Glen B. Owner Small-Business (50 or fewer emp.) 2/18/2025 "I love Redtail" 5/5 What do you like best about Redtail Technology? I have always enjoyed the service. Every company has problems sometimes however Redtail is responsive and their customer service is excellent Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I honestly cannot think of anything. I had Redtail as my CRM for 10 years and loved them. My BD wanted me to change to another company so I did. Finally i convinced my BD to move back to Redtail Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Thye connect all of my information in one place and make it easy to stay on top of my business Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 2/18/2025 "Redtail Benefits Us" 5/5 What do you like best about Redtail Technology? What I love about Redtail is how it allows myself as an assistant to organize information for my boss, a financial advisor. Being able to manage client information and scheduling so easily and hassle-free is very beneficial to my position as an assistant. The interface is simple and easy to view, and the menu options are very user-friendly. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? In my 6+ month experience using Redtail, I have not found any obvious downsides to the experience. Everything in the CRM is user-friendly, and whenever I have a question, the Redtail user guides have been helpful in answering questions. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail solves the problem of implementing all the client information that we come across and allows us to do so in a way that simplifies everything. This benefits me because it makes life easier and gives me a one-stop place when I need something like a client's address or a value from a client's account. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![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.) 10/2/2025 "A Useful CRM for Advisors, But Limited Marketing Functionality" 2/5 What do you like best about Redtail Technology? Redtail integrates well into our advisory team’s day-to-day operations. The advisors rely on it for client servicing and account management, and it helps them maintain structure in their workflows. It’s reliable for tracking client interactions and keeping detailed client notes. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? From a marketing standpoint, the tool falls short. The appointment workflows feel clunky and not intuitive, and the calendar integrations are limited. There are no robust settings for automation or reminder workflows, which makes it difficult to streamline marketing processes or manage recurring campaigns. As a marketing leader, I’d love to see more flexibility and automation built into the system to better support department-wide initiatives. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail is a solid tool for advisors, particularly for client management and servicing workflows. However, from a marketing department perspective, it lacks the flexibility and automation features that make campaign management and team collaboration efficient. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Mitch W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mitch W.") MW Mitch W. Advisor Small-Business (50 or fewer emp.) 2/19/2025 "Great platform" 5/5 What do you like best about Redtail Technology? the ability to handle our prospect/client needs through workflows to not miss any needs and deadlines Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? the app and the mobile website are not up to par. very slow to load and I can't navigate the mobile website without moving appointments by trying to scroll through the calendar i called customer support 1x and was on hold over an hour Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? keeping track of when to call clients and manage our mailing lists for Medicare Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite BM 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. What problems is Redtail Technology solving and how is that benefiting you? Ability to track the communications with clients and also a storage for their documentation Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![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.) 2/19/2025 "Starting to use more features that I never new existed" 5/5 What do you like best about Redtail Technology? Endless amount of features, so many features that I doubt any one person could use them all. This gives you good choice. We recently brought on a remote team member and now we use the activities function to assign task to this employee. Its been working well. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? UI is not the most attractive, could have a little more aesthetic appeal, but function is more important than looks. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Document storage is good to allow sharing between remote teams. Tracking tasks with remote team members and assigning duties and tasks to them without having to call and explain, we will start building workflows next. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Nathan R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan R.") NR Nathan R. Advisor Financial Services Small-Business (50 or fewer emp.) 7/21/2017 "Redtail" 4/5 What do you like best about Redtail Technology? Ease in getting some basic info in and updating it. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I really wish the reminder system was more proactive and would generate emails vs having to live in redtail to try to find the info. Overall cost is getting too high. Review collected by and hosted on G2.com. Recommendations to others considering Redtail Technology: It's not the fanciest toy available but also has good value for it. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Becoming our hub for all client contact information. Review collected by and hosted on G2.com. Show More 2/18/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite ![John B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "John B.") JB John B. Wealth Manager Small-Business (50 or fewer emp.) 2/18/2025 "Work Flows that you have been looking for" 5/5 What do you like best about Redtail Technology? Work flows are the best in the industry and I have used several CRMs. If you like checklists or organized processes this is the CRM for you. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? The pages can be sometimes long to load if you are pulling a lot of client information. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Keeping projects moving, spreading work around to our staff without having to continously meet. Review collected by and hosted on G2.com. 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