--- 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

 ![Steve S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Steve S.")
SS

Steve S.

Advisor Relations

Small-Business (50 or fewer emp.)

9/18/2025

"Redtail customer for life"

5/5

What do you like best about Redtail Technology?

Ease of use to stay organized..The contact list is the best. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

Login experience is difficult. Not sure how to make it easier. Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

Keeping our clients and vendors all in one place. Review collected by and hosted on G2.com.

Show More

5/7/2026
Current UserValidated ReviewerIncentivizedSource: G2 invite

GG

guy g.

Small-Business (50 or fewer emp.)

2/26/2026

"Streamlined Organization, Simple Setup"

5/5

What do you like best about Redtail Technology?

I really appreciate how Redtail Technology keeps everything organized and saves on payroll by not needing someone else to take notes. The flow charts and tasks are incredibly helpful for maintaining the flow of the office and having everything in one place. I like how it pairs well with Jump. The initial setup was very easy and simple, which made getting started a breeze. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

Update the calendar please Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

Redtail Technology keeps everything organized and saves on payroll by removing the need for a dedicated note-taker. I use flow charts and tasks to help with office workflow, keeping everything in one place. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 Gives Campaign

 ![Luke V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luke V.")
LV

Luke V.

Financial Advisor

Small-Business (50 or fewer emp.)

8/28/2025

"Overall Great Product"

4/5

What do you like best about Redtail Technology?

It's very comprehensive. There is a lot of data points you can track about clients, prospects, centers of influence, events, seminars, etc. It's a data lovers dream. Workflows are very powerful. I think the pricing is more suitable for teams as well compared to similar services. The UI updates over the past year or so have been really great and modernized Redtail. It's become much easier to use with several integrations for our broker-dealer and other software services. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

I really wish we could upload a client via Excel template. It's apparently possible by sending to Redtail, and this may have been updated, but we do a lot in Excel. Being able to import contacts via Excel would be such a game changer. Although the app is very comprehensive, it can feel kinda clunky and slow at times. Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

Data management, event management. It helps keep track of notes, events, etc. I love that I can create a new and quickly add an event to it. It's little things like that we use to expedite processes. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Investment Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Management")
II

Verified User in Investment Management

Small-Business (50 or fewer emp.)

3/2/2026

"Data Flow Across Orion Ecosystem with Strong Native Integrations"

4/5

What do you like best about Redtail Technology?

It helps with passing data to and from the Orion ecosystem, and I also like all of the native integrations it connects to. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

There’s still work to do to ensure all data stays cohesive across Orion’s ecosystem, including Orion Risk Intelligence, the client portal, planning, and related tools.

No firm level insights or way to make standardized workflows for partner offices currently. Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

It gives the advisor the ability to stay on one platform and access their tools across the ecosystem, without having to jump in and out of different sites or browser tabs to navigate. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

DV

Demitra V.

Small-Business (50 or fewer emp.)

2/24/2026

"Consolidates Client Data, Needs Better Document Management"

4/5

What do you like best about Redtail Technology?

I like Redtail Technology for its easy access to the calendar and the ability to schedule meetings, add clients, and add notes. It's really nice to have everything in one spot and accessible. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

Document storage isn’t very organized. Yes, you can tag things, but it would be nice to have things in folders or something. Less overwhelming. Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

Redtail Technology allows us to access years of notes in one spot, which is good for compliance. It's easy to access the calendar, manage meetings, add clients and notes. Everything is in one spot and accessible, making things less overwhelming. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 Gives Campaign

CC

Candy C.

Small-Business (50 or fewer emp.)

2/25/2026

"Effortless Workflows, Strong CRM Capabilities"

5/5

What do you like best about Redtail Technology?

I love the workflows in Redtail Technology; they're easy to build and let us create procedures where multiple people are involved. The initial setup of Redtail Technology was easy too. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

I don't like that Redtail Technology doesn't talk to Eclipse and has a shallow integration with Orion. It would be nice to send trade instructions directly to Eclipse, and some integrations with Orion are time-consuming to set up. Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

Redtail Technology helps manage client meetings, annual reviews, and contact info. I love the easy-to-build workflows that let us create procedures involving multiple people. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 Gives Campaign

TS

Travis S.

Small-Business (50 or fewer emp.)

2/25/2026

"Intuitive CRM with Essential Email Integration"

4.5/5

What do you like best about Redtail Technology?

I find the UI of Redtail Technology very easy to navigate. The email logging and integration have been incredibly beneficial, once even helping me save from a lawsuit due to proper documentation. Being able to consolidate and track emails, as well as share them with my team, allows for a team approach. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

Transferring from another CRM to Redtail was difficult (albeit we did it). Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

I use Redtail Technology to store client data, sort communications, and segment our client base. It consolidates and tracks emails, enabling team collaboration and documenting critical information effectively. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 Gives Campaign

RO

rob o.

Small-Business (50 or fewer emp.)

2/24/2026

"Effortless CRM with Essential Features"

5/5

What do you like best about Redtail Technology?

I like how Redtail Technology manages client contact data and notes very well. I also appreciate that activities link to contacts and team members, which is really handy. Plus, it synchs seamlessly with Redtail Speaks, making communication with clients easier. Lastly, I found the initial setup to be very easy. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

I wish Redtail Speaks could send group texts. Redtail Speaks needs a group text function. Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

Redtail Technology manages client contact data and notes well, links activities to contacts and team members, and syncs with Redtail Speak, enhancing communication and organization. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 Gives Campaign

AS

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.

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

 ![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.)

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.

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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

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