--- 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 ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") EF Verified User in Financial Services Small-Business (50 or fewer emp.) 2/24/2026 "Versatile, Easy to Use, and Keeps Key Information at Your Fingertips" 5/5 What do you like best about Redtail Technology? I enjoy the versatility and ease of use it provides. I like having the information at my fingertips. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I would like to add functionality similar to Jump or Zocks for capturing customer interactions Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? It helps keep a compliant atmosphere and communications in one place Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign AD Alex D. COO and Director of Client Services Small-Business (50 or fewer emp.) 2/20/2025 "A Comprehensive yet Easily Accessible CRM" 5/5 What do you like best about Redtail Technology? So far, our experience with Redtail has been almost exclusively positive. Their system is very detailed and in depth, yet not overwhelming. You can add a lot to a client’s profile, and everything is easy to find and maintain. The fact that they pull the clients’ data directly from our Broker Dealer and emails from outlook is a huge help. We’ve had no access issues or service downtime at all, and customer service has been excellent. If we have any questions the chat function links you to a service agent almost immediately. They’ve all been very knowledgeable, friendly and helpful. We use Redtail every day, and the more we use it the more we get out of it. We find something else we need, just ask the chat and sure enough Redtail probably has it. It has so many features and integrates seamlessly with our back office and emails. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I will admit that the initial set up process had a few hitches, but once that was straightened out it's been smooth sailing. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail has helped us to centralize all the documents we have acquired over the years from our clients. It's much easier to search for a client here rather than go through our old filing cabinets. It also provides us with a one stop CRM shop. We can just look at of our clients here and it has access to pretty much all their relevant data. 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.) 2/18/2025 "A satisfied customer for many years...Financial Advisor" 5/5 What do you like best about Redtail Technology? I have leveraged RedTail Technology for many years. It has provided invaluable organization for my business as the world moves towards a more technology advanced society. The ability to upload all of my documents, notes etc. create a secure cloud backup. I can access information on the go. I can identify opportunities, organize these and take action. Overall Redtail allows me to be a better Financial Advisor because it allows me to manage my time more effiecently. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? There are many features on redtail that would be beneficial to understand however these require a learning curve. I am only leveraging the technology in a basic sense and feel there is more useful components I am overlooking. Sometimes I also experience slow downs or black outs when trying to access my portal, this is infrequent but does happen from time to time. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail enables me to do advanced searches for prospecting, secure file storage and organization of data for on the go access. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite MB M. Leann B. Administrative Assistant Small-Business (50 or fewer emp.) 2/18/2025 "Redtail is a common sense solution" 4.5/5 What do you like best about Redtail Technology? I'm really impressed by the documentation options - ways to tie in specific accounts, attach documents to specific activities and that there isn't a limit to the amount of notes you can add to any given activity. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I wish that there were more intuitive ways to get answers to my questions. While there are numerous options when I have a question, it seems like I have to watch a full traning segment in order to get an answer to one simple question. To this day, I haven't found a way to create a report tailored to my specific needs. I'm sure that there is an option for this type of report and I'm sure that the answer is out there, but I just don't have time to watch different training videos that I think may provide the answer. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? We're best able to tie specific paperwork and account information to specific activities performed with or for our clients. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Kristen F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kristen F.") KF Kristen F. Client service and relations specialist Small-Business (50 or fewer emp.) 2/18/2025 "Redtail is a great tool for business CRM" 5/5 What do you like best about Redtail Technology? Client information is fast and easy to find. Can put almost everything about the client and notes so I don't have to go to paper files constantly. I live on Redtail. When clients call in we can identify them immediately and the last few conversations. The Help feature is easy to find. It combines our brokerage accounts. Still learning all the functions that Redtail can do. Use it to identify clients with RMD's and renewals as well. Love the reports. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? One of the only things I can think of is that we are not able to integrate annuity companies. I don't know if we will be able to do that like we do our Fidelity accounts but that would be a great plus. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Identifying clients that have RMD's, any renewals coming up, the last conversations with clients and documentation. Not having to go to the paper files when a client calls saves time. Helps us to remember the client as well. We service around 500 clients. 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.) 1/13/2026 "Great integrations, but poor support and long-standing issues go unresolved" 1.5/5 What do you like best about Redtail Technology? Information is readily at hand, integrates with other programs I use. Review collected by and hosted on G2.com. 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 for 5+years with no movement. Not refinable other than adding numerous User Defined Fields that can't be sorted or filtered for a report Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Client notes and calendar Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Sarah M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sarah M.") SM Sarah M. Wealth Management Assistant Small-Business (50 or fewer emp.) 8/21/2025 "Does More Than I Thought It Did" 4.5/5 What do you like best about Redtail Technology? I like that it has customization available for data. It has multiple/various ways of running concise reports. It's an easy way to keep track of tasks and documentation. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I'd like a quicker way of searching information, other than running a custom report to find a piece of information. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Keeping track of daily activity, documentation and reporting. 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.) 3/3/2026 "Excellent Client Tracking That Keeps Everything Organized" 5/5 What do you like best about Redtail Technology? The ability to keep track of all my clients Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Limitations in setting up work flows and automations Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Keeping track of all my clients and benefiting me by not letting things slip through the cracks 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 Mid-Market (51-1000 emp.) 2/26/2026 "Seamless Integration with Orion" 5/5 What do you like best about Redtail Technology? I like how well it integrates with Orion. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? How picky some of the data points can be when syncing Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? It is easy to onboard new clients because they already have a Redtail connection. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Daniel Farid Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniel Farid Y.") DY Daniel Farid Y. 8/24/2025 "Effortless Client Management with Stellar Support" 5/5 What do you like best about Redtail Technology? I love how easy it was to set up Redtail Technology, with the tech support team making the data conversion seamless. It's a one-stop solution where I can access all my clients' information easily. I appreciate the email archiving feature and data import capabilities from my broker dealer. The integration with Microsoft Outlook via Redtail Cloud is fantastic. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I like everything Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? I find Redtail is a one-stop solution, giving me easy access to all my clients' information and simplifying data import from my broker dealer. Review collected by and hosted on G2.com. 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