--- 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 AN Amanda N. Partner, VP Small-Business (50 or fewer emp.) 8/21/2025 "Great platform but has room for improvement" 3/5 What do you like best about Redtail Technology? I really like the initial setup, the calendar overview, tasks, birthdays for clients, and the structure of the client's information. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Frequently down. That was a huge problem when we had meetings and couldnt access the calendar. Email was down too. They need to remove the feature of holding a meeting and being able to move it on the calendar. This feature is terrible when using a mobile phone and meetings would constantly be changed to incorrect times and dates. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Organization, workflows for clients meetings Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Courtney W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Courtney W.") CW Courtney W. Director Of Client Services Small-Business (50 or fewer emp.) 8/21/2025 "RedTail makes everything organized and easily documents communication." 5/5 What do you like best about Redtail Technology? I love that RedTail keeps everything so organized, and it is a way to keep everyone using it updated on things that we may not tell each other in person. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? It does not have tutorials. If there is something that I do not know how to do, I wish they had tutorial videos to explain. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? One problem that Redtail solves is that it keeps track of little details of every client that could be forgotten if we did not have this system in place. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite AB Anita B. Small-Business (50 or fewer emp.) 2/26/2026 "Office Manager" 4/5 What do you like best about Redtail Technology? Calendar and ease of finding clients information Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Response to issues is slow. Still have an outstanding issue pending for a month Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Keeping track of appointments and tasks 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.) 8/28/2025 "Ask Questions" 4/5 What do you like best about Redtail Technology? Great way to organize notes and activities when I use to write everything down on paper. The caveat is that you must engage with the software daily, at all hours, and rollover activities end of day if incomplete. Practically live in the CRM. Customer support is always readily available to help and guide. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? For one, the Opportunities page cannot be updated in bulk like activities on the dashboard nor client profile. There are areas here and there for QOL improvements. The mobile software is not useable IME. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Great way to document client engagement although the "Description" section for activities does have a word limit it seems! Also, organize activities and ability to schedule and reschedule accordingly. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite TQ Tom Q. Small-Business (50 or fewer emp.) 2/26/2026 "Easy to Use and Integrates Seamlessly with My Tech Stack" 5/5 What do you like best about Redtail Technology? Easy to use and integrates well with other tech I use. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Not much I don’t like about RedTail. Keep it up! Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Note taking, keep processing refined Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Brian E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian E.") BE Brian E. Small-Business (50 or fewer emp.) 2/25/2026 "Great Integrations for Record Keeping, but the Document Vault Is Clunky to View" 3.5/5 What do you like best about Redtail Technology? Integrations with other tech tools for record keeping Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? The document vault that you have to download to view. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Client notes and opening accounts 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.) 7/31/2025 "Good Product, but not a stand alone" 4/5 What do you like best about Redtail Technology? Redtail is relatively easy to use and secure/compliant. It has all the features where you can store loads of details and find them quite easily. Redtail University is a great opportunity to learn a lot about all the features and how to use them. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Redtail alone isn't enough. Although they do work with and have many integrations, things like customizable dashboards, easily tracking changes or progress, or overall project management just aren't easily reportable. The basics are in Redtail and highly functional. Customization, new ideas and changes, and progress within the tech is SLOW. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail has tried to put out new features, Redtail Speak for example, but we've found that other tech that integrates with Redtail is actually better. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ST Shelly T. Client Services Specialist Small-Business (50 or fewer emp.) 8/21/2025 "Redtail is fantastic!" 5/5 What do you like best about Redtail Technology? I find that Redtail Technology is a perfect and easy way to manage your notes, to do list, and activities in such a user friendly, efficient way. It does a great job of keeping communication clear & open among all of our staff. The integrative feature is hugely helpful. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I cannot think of any negatives for Redtail. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail solves all organizational and communication issues. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 2/24/2026 "User-Friendly, Intuitive Interface That’s Easy to Learn" 4.5/5 What do you like best about Redtail Technology? I love how user friendly the interface is. It is very intuitive to learn. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I didn't get to dive into the details of the software capabilities, so no complaints! Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? They allowed me to learn about how quality CRM softwares work as a student in the industry. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign CM Christine M. Executive Assistant Small-Business (50 or fewer emp.) 2/25/2025 "Redtail CRM: User-Friendly, Efficient, and Backing by Amazing Support!" 5/5 What do you like best about Redtail Technology? I've used several CRMs in the past, including Salesforce and in-house systems, and Redtail has been by far the easiest to learn and use. The platform is incredibly user-friendly, making my daily workflow much more efficient. One of the standout features is their exceptional customer service. Whenever I need help navigating the system, I can quickly connect with their team via virtual chat. They’re able to see my Redtail in real time and guide me through the steps, which has been a game-changer. I also had the opportunity to attend Redtail University, and it was an amazing experience. The training was highly informative, and their team was engaging, lively, and truly invested in helping users get the most out of the CRM. I highly recommend Redtail to anyone looking for a reliable and intuitive CRM with top-notch support. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Sometimes I am unable to login, and my account will get locked, but their support team is easy to reach and able to unlock it quickly. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? We struggled with a highly customized Salesforce interface that wasn’t very user-friendly for new users. Redtail solves this by offering an intuitive platform with excellent support, making it much easier to learn and navigate. Review collected by and hosted on G2.com. 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