--- 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") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 2/24/2026 "Love the Notes and Reports" 5/5 What do you like best about Redtail Technology? Notes to track client cotacts and reports to gather information Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? There isn't anything I disliked about redtail Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? It helps us track notes and pull reports specific to client contact records 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 "Overall, great service" 4.5/5 What do you like best about Redtail Technology? Very comprehensive time and date, useful for finding previous notes and helpful for compliance. We also make extensive use of workflows that really helps us keep on top of the complexities of financial planning. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? The outcomes of workflows could use some improvement. A few other small things could use quality of life improvements and come client fields but generally very solid. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Compliance and legal help with the complete time and date stamp, along with keeping all of the notes of interaction with client. 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") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 8/21/2025 "CRM you need" 5/5 What do you like best about Redtail Technology? We have been using Redtail for just over three years. It has been crucial to how we manage customer relationships and internal workflows. It integrates well with other software our firm uses too. Review collected by and hosted on G2.com. 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 they provide has been excellent on both chat and phone interactions. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? It helps us with client followups, lead scoring, and task assignments within our team. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![V E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "V E.") VE V E. Executive Assistant Small-Business (50 or fewer emp.) 2/20/2025 "Outstanding CRM" 5/5 What do you like best about Redtail Technology? Our office has been using Redtail for CRM as well as email hosting for some time now and I find that it is very user friendly. With daily use for at least 15 years (likely more) I also feel that if I do happen to need assistance, the helpdesk is easy to reach and always very efficient. I also love that I am able to get notified via text of any outages that occur on the platform, along with a timeline to anticipated restoration. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I honestly cannot think of a downside to Redtail. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail is where we store all of our documents, we generate mass email campaigns through it. I generate my RMD reports annually, birthday lists, the applications are many. I could not do my job without Redtail Technology. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite EB earl b. Financial Analyst Small-Business (50 or fewer emp.) 2/25/2025 "Very comprehensive and flexible- our business uses it every day" 5/5 What do you like best about Redtail Technology? As a boutique RIA, Redtail has been a great fit for us- we utilize it daily to schedule our day-to-day meetings, develop our internal database of customer data, and monitor customer contact history. We also appreciate the flexibility in generating reports to help us sort through our customer data. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? There is a bit of a learning curve. We definitely appreciate all of the training tools and videos Redtail offers, but we still feel as though we're only scratching the surface of everything it can do. It feels like there's functionality we're underutilizing. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? It is helping us keep track, update, and organize our customer data, which frees us up to spend more time focusing on our clients Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Caleb R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Caleb R.") CR Caleb R. Case Planner Small-Business (50 or fewer emp.) 8/26/2025 "Great CRM Interface!" 5/5 What do you like best about Redtail Technology? Easy access to clients info, different reports you can run Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? not much, only recommendation would be an automatic email system Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? organization 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.) 12/23/2025 "Daily Priorities Made Easy and Effective" 4.5/5 What do you like best about Redtail Technology? checking in each day and seeing the top priorities Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Calendar could use some updating and support printing better. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? It is a great way of tracking clients. Not just contacts but really documenting touchpoints and action items Review collected by and hosted on G2.com. Show More Validated 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.) 2/18/2025 "Concepts are great but very time-consuming to learn all the tools" 3.5/5 What do you like best about Redtail Technology? I love the CRM. I think there are a myriad of ways to configure it to work for each specific advisor/office, and I really appreciate that. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I have a number of suggestions for improvement: 1. Please figure out a way to drag and drop files and folders in imaging instead of scrolling through hundreds of folders when moving files. Drag and drop was available in Retriever and was super helpful. 2. Please provide a Search when moving folders instead of scrolling through hundreds of folders when moving files. 3. When viewing images in imaging, please show the pdf so we can scroll down the document like a normal pdf instead of clicking to advance each page. 4. (This is MOST IMPORTANT to us!) PLEASE PLEASE PLEASE provide the ability to notify a user or a team from a Notes COMMENT and not just the original note. We use comments extensively and it would be extremely helpful to notify other users from the Redtail note comment. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? The Notes in the CRM are extremely helpful for remembering all the nuances of everything that is happening with any of our clients. At any one time, we are juggling approximately 70 client service items and it is very difficult to remember everything associated with every account. It is also very helpful to refer to notes that someone else put in so the client can be assisted by anyone. This is crucial to our commitment to excellent customer service. 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 "Great user interface, robust features and best of all AMAZING customer service." 5/5 What do you like best about Redtail Technology? The customer service is 10/10. Otherwise it is a very reliable and proven CRM for the financial industry. Cost is reasonable and they do not nickle and dime you with tons of add-on features. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Nothing big that I can think of, it is a leader in the industry and has stood the test of time. Some things around workflows could be streamlined and a little less clunky. Too many clicks are needed to mark task complete, etc. But that's not a huge issue at all. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? They host my e-mail and I use them for my main Financial Advisor practice CRM. It allows me to maintain control over my book of business and data separate from my RIA/BD so that no matter what shenanigans they have going on I know I am protected and maintain control over my practice, data and relationships, which is the true value of a practice. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Webster K. B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Webster K. B.") WB Webster K. B. Chief Financial Officer Small-Business (50 or fewer emp.) 8/26/2025 "Incredible Experience - Start to End" 5/5 What do you like best about Redtail Technology? It is super user-friendly and integrates extremely well Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I wish it had a feature to call a contact directly from your CRM interface. My previous CRM had that feature and it made logging calls to clients a breeze. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? It acts as a digital rolodex so I can keep my client data organized Review collected by and hosted on G2.com. 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