--- 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 DG Dimitri G. Small-Business (50 or fewer emp.) 2/25/2026 "Efficient CRM with Critical Integration, Needs Improved Linking" 3.5/5 What do you like best about Redtail Technology? I like the integration with Orion as it allows us to get rid of repetitive tasks. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail Technology links with Orion, so data updates in one place apply across platforms, eliminating repetitive tasks for our team. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Jenna J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jenna J.") JJ Jenna J. Client Relations assistant Small-Business (50 or fewer emp.) 8/25/2025 "Helpful CRM" 4.5/5 What do you like best about Redtail Technology? What I like best about RedTail is that it has a ton of integration add-ons, for the most part is user friendly, and has the most helpful staff if you get stuck. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I think they may have over complicated the report filters. I have to call RedTail every time I want to filter Active clients that have emails, or active clients that have addresses only. The report section is not at all user friendly. But they do have a great staff to walk you through it every time. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? They helped me navigate the integration process. Once we had that handled, I just need to go into there and relabel things. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite AB Angela B. Small-Business (50 or fewer emp.) 2/26/2026 "Very User-Friendly and Keeps Our Office Organized" 5/5 What do you like best about Redtail Technology? Very user friendly and keeps our office organized. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? So many. Keeping track of conversations with clients, keeping all of their information organized and setting ourselves tasks to follow up. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Rachel G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rachel G.") RG Rachel G. Small-Business (50 or fewer emp.) 2/25/2026 "Easy to Use With Helpful Integrations" 4/5 What do you like best about Redtail Technology? It is very easy to use and has helpful connections/integrations to other technology companies. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? There haven’t been many upgrades to the system in the last few years. I’m hopeful with this AI push at Orion it’ll make some changes for the better! Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Managing all our client data in one place for our advisors. 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") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 8/21/2025 "Great Intuitive Platform but Lacks Flexibility" 3/5 What do you like best about Redtail Technology? Redtail is great regarding their capabilities to store data and the interworking's between our team. It is also good for tracking activities and assigning work to other team members. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? It is very strict regarding their protocols for each activity. The workflows and activities have to completed in their format and it can be difficult to work around. Additionally, a lot of the integrations they pitch get 80% of the way there but lack the final execution to work seamlessly as you would hope. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Client contact data and activity tracking. Using the software at its simplest level is where we have found the most use. It can store client data and track activities. I wish there was a seemless integration with the outlook calendar but each different option they offer has a drawback in one way or another. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite RR Reno R. Small-Business (50 or fewer emp.) 2/24/2026 "Easy Way to Keep Client Notes and Info in One Place" 4/5 What do you like best about Redtail Technology? I like the ease of using the tech ro keep my clients notes, info in one place with multiple advisors Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? There is almost so much to learn and Implement Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? compliance! making sure to keep all notes and files in one place Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Cory M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Cory M.") CM Cory M. Financial Advisor/Operations Manager Small-Business (50 or fewer emp.) 8/21/2025 "Redtail CRM Is The Best I've Ever Used!" 5/5 What do you like best about Redtail Technology? It's the most complete, most intuitive CRM on the market today. It makes information easy to place, as there is a place for ALL client information and that makes info easy to find when we need it. No clumsy half windows to click through and everything is labeled logically. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I haven't found any yet, but I've only been using it for 16 years. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? It helps with so much - listing and tracking client assets, keeping track of client information, keeping notes and note taking, tracking birthdays, all of our KYC (Know Your Client) info. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite EV Elizabeth V. Small-Business (50 or fewer emp.) 2/24/2026 "User friendly" 5/5 What do you like best about Redtail Technology? Is is very user friendly and great for CRM notes Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? The document storage is definitely something I don’t like I wish there were folders to keep more order in my clients documents Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? The integrations are definitely very handy Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign VC Veronica C. Administrator and Co-Compliance Officer Small-Business (50 or fewer emp.) 11/25/2025 "Effortless Navigation and User-Friendly Experience" 5/5 What do you like best about Redtail Technology? The platform is easy to navigate and very user-friendly, which really helps make my job simpler. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? There’s not much to dislike about this product. My only wish is that sending broadcast emails could be made a bit easier. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Handles all compliance issues and tracking efficiently. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![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.) 3/3/2026 "Easy to Use With Strong Build Capabilities" 5/5 What do you like best about Redtail Technology? Ease of use and build ability. Workflows and automations are great. Ability to move around acricities Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Could definitely use age as an automation to triggers for RMD Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Not sure Review collected by and hosted on G2.com. 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