--- 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 KW Kyle W. Small-Business (50 or fewer emp.) 2/26/2026 "Seamless CRM Integration and Easy Setup" 4.5/5 What do you like best about Redtail Technology? I like how easy Redtail Technology is to use and how it integrates seamlessly with my tech stack, including our financial planning software, eMoney. The initial setup was very easy as well, which was a big plus. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I would like an AI note-taking capability within Redtail. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? I use Redtail Technology for note-taking captures, follow-up tasks, workflows, and client database management. It integrates with our financial planning software eMoney and myRepChat, making it valuable for ease of use and supporting multiple integrations with my tech stack. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign GR Grace R. Small-Business (50 or fewer emp.) 2/25/2026 "Intuitive and Seamless CRM Experience" 5/5 What do you like best about Redtail Technology? I like Redtail Technology because it's friendly software and has everything I need on the first page. It helps me keep track of all new accounts and updates automatically, making it easy to find all the information I need. So far, everything works good with it. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? nothing 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 keep our clients' information, track all new accounts, and it updates automatically. It's friendly software, has everything on the first page, and I can find all the information I need easily. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign JS Jeffrey S. Small-Business (50 or fewer emp.) 2/26/2026 "Effortless CRM with Advanced Features" 5/5 What do you like best about Redtail Technology? I like Redtail Technology for its ease of use, which makes things straightforward for me. I really appreciate the ability to find information quickly about my clients. It's also easy to set up, which was a big plus for me. The CRM system seems more advanced compared to others I have used. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? nothing at this moment Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail Technology solves issues with calendar management, client tracking, and account aggregation. It is easy to use, and I can find information about my clients quickly. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Dream F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dream F.") DF Dream F. Head of Business Process Automation and Enablement Small-Business (50 or fewer emp.) 2/26/2026 "Streamlined CRM with Efficient Client Service" 5/5 What do you like best about Redtail Technology? I like Redtail Technology's easy-to-use interface and how well Speak works. I also appreciate the frequent updates. These features help us serve our clients quickly and efficiently. The initial setup was very easy, and the only thing we needed was an adjustment to using the system. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I don't like that update suggestions are not processed quickly enough. 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, and its easy-to-use interface and Speak feature allow us to serve clients quickly and efficiently. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign EB Elisa B. Director of Client Services Small-Business (50 or fewer emp.) 8/28/2025 "Redtail is Extremely Helpful for our Office" 4.5/5 What do you like best about Redtail Technology? The most helpful tool for me in Redtail is the daily activities. It helps me to stay on track and know exactly what I need to work on each day. It's also great to have all of our clients' information available with ease. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? The only downside of using Redtail that I can think of is that it can be a little confusing when running a quick list or tag group, but when this happens, I call support and they are very helpful explaining how to perform the search. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail is a great tool for having all of our client information available in one spot. I appreciate being able to pull up a client, have all of their information and notes at our fingertips, and to be able to run common tasks easily. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite AH Amy H. Small-Business (50 or fewer emp.) 2/26/2026 "User-Friendly with Room for Task Management Improvements" 3.5/5 What do you like best about Redtail Technology? I like that Redtail Technology is easy to use and integrates with our custodian. The account opening workflow is particularly valuable. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I find the task management workflows in Redtail Technology could be improved. I'd like a better way to view and manage tasks throughout our team, possibly with a project-based process. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? I use Redtail Technology for CRM, contact management, scheduling, and task management. It's easy to use and integrates well with our custodian, particularly for the account opening workflow. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Jennifer L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer L.") JL Jennifer L. Small-Business (50 or fewer emp.) 2/24/2026 "User-Friendly CRM with Comprehensive Features" 4/5 What do you like best about Redtail Technology? I like Redtail Technology's calendar and document storage as they are easy to use and user-friendly. I also appreciate that I used to pay for document storage, but now it's included in my Redtail Technology subscription, which is quite beneficial. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I find tasks hard to follow and tagging groups could be easier. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail Technology holds our client data and documents, keeps track of advisor-client meetings and notes, and I appreciate the included document storage in my subscription. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign RM richard m. Small-Business (50 or fewer emp.) 2/24/2026 "Efficient CRM with Great Integration, Minor Speed Issues" 5/5 What do you like best about Redtail Technology? I like that Redtail Technology helps me keep great notes and integrates well with other companies like LaserApp and Jump, which saves me a lot of time. The initial setup was also very easy. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I don't like that it can be slow, especially when going from client to client. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail Technology helps with contact management and keeping great notes. It integrates with other companies like LaserApp and Jump, which saves me a lot of time. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Fernando M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Fernando M.") FM Fernando M. Senior Investment Solutions Manager Mid-Market (51-1000 emp.) 2/25/2026 "Perfect Monitoring and ROI Tracking" 4.5/5 What do you like best about Redtail Technology? I like that Redtail Technology brings our entire database into one interface and breaks it out into different opportunities. It helps us track ROI and opportunities and track opportunities with each individual client. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Nothing Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? I use Redtail Technology for back office advisor monitoring. It helps us track pipeline and opportunities. I like that it consolidates our database into one interface, breaks it into different opportunities, and tracks ROI and opportunities individually with each client. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign TH Tammie H. Small-Business (50 or fewer emp.) 2/26/2026 "Efficient CRM but Needs Better Email Syncing" 4/5 What do you like best about Redtail Technology? I like how easy it is to get to client information, create reports, and access imaging with Redtail Technology. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I dislike the email syncing issues with Redtail Technology. There have been numerous times that our emails have not shown up, which is quite frustrating. Including risk also doesn't work as well as it could. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail Technology solves email syncing issues, and makes it easy to access client information, create reports, and access imaging. Review collected by and hosted on G2.com. 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