--- 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 CS Claire S. Chief Operating Officer Small-Business (50 or fewer emp.) 8/28/2025 "Helpful and Hopeful" 4/5 What do you like best about Redtail Technology? I really like how easy Redtail is to use. I like how everything integrates. I like the different activities, workflows, accounts, notes, etc. Redtail is perfect for our boutique firm. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I wish it was more customizable and I wish the integrations were more in depth. Like if I update an email for my client, it flows to Mail Chimp. Or, if I add/remove someone to a Mail Chimp tag group, it does that action automatically. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Client management software, account management software, task workflow, notes vault. Redtail helps us stay accurate for our clients. I love how it is a one stop shop. I am constantly on the phone with a client and navigating throughout Redtail to speak accurately (instead of multiple spreadsheets or portals online). Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Deuces 2.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Deuces 2.") D2 Deuces 2. Small-Business (50 or fewer emp.) 2/25/2026 "User-Friendly CRM with Room for Sales Tracking Improvement" 5/5 What do you like best about Redtail Technology? I like Redtail Technology for its ease of use and the consistency of its layout. The consistent layout makes it easy to train new clients, customers, and employees. The format helps streamline the process when people are getting started, which is a big plus. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Tracking of specific product sales and sales tracking needs a little more work. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail Technology helps with communication and keeping up with client documentation and data. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign RT Robin T. Small-Business (50 or fewer emp.) 2/24/2026 "Easy-to-Use, Adaptable CRM That Fits Our Firm’s Needs" 5/5 What do you like best about Redtail Technology? After having used SalesForce previously, I appreciate the ease of use of Redtail. I love the ability to make adaptations for our firm's needs and ease of use. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I would love to see some improvements to being able to track successful contacts in a more effective way. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail is making sure our tasks are well-organized and all members of our team are informed on all items for the clients. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Steven A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Steven A.") SA Steven A. Partner/Wealth Manager Small-Business (50 or fewer emp.) 9/11/2025 "The Single Biggest and Most Important Component to My Tech Stack" 5/5 What do you like best about Redtail Technology? Redtail is the biggest and most important component to my tech stack bar none. I use it every day for everything. It keeps me operating at the highest professional level and continues to amaze and adapt. From the start with notes and contact information but has evolved to email and txt messages being captured, it has also allowed me to be completely paperless with document storage. 99.99% of the time their system is working as expected and controls many other aspects of my business. On the rare occosion when you have to call for any type of support or problem, you are always met with a knowledgeable and patient customer service person. Redtail integrates easily integrates with almost every program I use flawlessly. Many years ago, it took time to implement but that investment has paid dividends over the years. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Whenever there is a small change or tweak that I would like to see implemented, it has to go to a committee to decide and never have I seen any of the viable suggestions implemented. 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 trying to remember, capture, and retain information. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Janelle T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Janelle T.") JT Janelle T. Small-Business (50 or fewer emp.) 2/25/2026 "CPO" 4/5 What do you like best about Redtail Technology? I really like that Redtail Technology is easy to use, especially for someone who isn't super tech savvy. The initial setup was very easy as well. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Sometimes things are hard to find. Not always are things straightforward when trying to find where they should be located. 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 managing and maintaining client info, and it helps me track tasks with my ops team. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign SD Sarah D. Administrative Coordinator Small-Business (50 or fewer emp.) 8/26/2025 "Great CRM for our firm!" 5/5 What do you like best about Redtail Technology? I love the easy search functions and reporting options. I use Redtail as the Administrative Coordinator for a CPA firm and it is wonderful being able to grab clients and pertinent information with ease. I also love the integrations with our other software. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? There isn't one thing that I dislike about Redtail. One feature that was annoying was the chat box on the lower right corner blocking information, however, we were heard and it was moved. So again, nothing to dislike. In fact it is appreciated that feedback submissions are important enough to impact changes. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? When needing to view how all team members have communicated with a client and ensure consise streamlined information, we love the email history function. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite WH Wes H. Small-Business (50 or fewer emp.) 2/25/2026 "All-in-One CRM Solution with Streamlined Workflow" 5/5 What do you like best about Redtail Technology? I like how Redtail Technology simplifies workflows and keeps document archives all in one spot, which helps with efficiencies in team workflow and data management. The initial setup was easy, making it convenient to get started. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Integrations with insurance would be nice. 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, improving team workflow and data efficiency. It simplifies our workflows and document archives, centralizing everything in one spot. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![William W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "William W.") WW William W. Small-Business (50 or fewer emp.) 2/25/2026 "Effortless Client Management and Growth Support" 5/5 What do you like best about Redtail Technology? I like Redtail Technology because it's very easy to use and teach our colleagues, especially as we grow. The initial setup is also very easy. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Redtail could utilize more AI. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail Technology helps us solve organization issues as we grow with client data. It's very easy to use and teach our colleagues, aiding data management and client account aggregation. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic JS Josh S. Small-Business (50 or fewer emp.) 2/26/2026 "User-Friendly CRM with Effective Workflows" 4/5 What do you like best about Redtail Technology? I find Redtail Technology to be a user-friendly CRM. I like the note section and workflows, as they help me keep track of client activities. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? There isn't anything I don't like about it right now. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail Technology helps me keep track of client activities with its note section and workflows. It's user-friendly and seamlessly supports my CRM needs. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign AB Andrew B. COO, Financial Advisor Small-Business (50 or fewer emp.) 8/21/2025 "Great tool that keeps getting better!" 4.5/5 What do you like best about Redtail Technology? Redtail is well-designed to meet the specific needs of our industry. Very little customization is needed in order for it to perfectly fit what we need from it. The interface is intuitive, and they seem committed to continually improving the product. It has become an essential part of my daily work. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I am sure I am not using even 40% of its functionality, but I often don't know where to start in trying to learn and unlock that other 60%. Though that really falls on me, as I don't have much time avaialble to commit to this effort. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Staying on top of tasks, both now and in the future. Securely maintaining client information. Review collected by and hosted on G2.com. 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