Redtail crm User Reviews & Pricing For 2025

Wondering if Redtail crm is the right CRM software for your business?

Then have a look at the user created reviews below, along with pricing and features.

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Redtail crm User Reviews

Redtail crm Review Summary

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Redtail crm Reviews

Source	Review Score	Number of Reviews
Trustpilot	No Rating	No Review
iPhone App	4.6	586
Android App	3.5	208

Redtail crm Prices

Plan	Price
Free Plan	No
Free Trial	Yes
Free Trial Length	30 day
Cheapest Plan: Launch	$39 / month
Mid-Tier Plan: NA	Not Listed / month
Top Plan: Growth	$59 / month

Redtail crm Features

Launch Features

Contact Management
Document Storage
Contact & Account-Level User Defined Fields
Multiple Methods for Client Segmentation
Account Management
Compliant Note Entry & Archiving
Activity, Custom Export, Mail Merge, & Note Templates
Shareable, Customizab·le Calendaring
Automated, Customizable Reports
Customizable Database Lists
Customizable E-mail Notifications & Dashboard Reminders
Sales Pipeline Tracker
Seminar/Event Management
Mobile App
Deep industry integrations
Complimentary Database Conversions
SSL Security
Teams
CIient Portal
Proposal Generation with New Account Opening
Stress Test Risk Score

NA Features

Growth Features

Contact Management
Document Storage
Contact & Account-Level User-Defined Fields
Multiple Methods for Client Segmentation
Account Management
Compliant Note Entry & Archiving
Activity, Custom Export, Mail Merge, & Note Templates
Shareable, Customizab·le Calendaring
Automated, Customizable Reports
Customizable Database Lists
Customizable E-mail Notifications & Dashboard Reminders
Sales Pipeline Tracker
Seminar/Event Management
Mobile App
Deep industry integrations
Complimentary Database Conversions
SSL Security
Teams
Contact, Note & Opportunity Permissions
Automated Workflows
Suite Sync (Email, Calendar & Contact Syncing)
Automation
Automation, Email, & Workflow Templates
Bulk Emails
Compliant, Paperless Document Management
Bulk Upload & Download
Drag & Drop Files in Web App
Archive Section
Audit Trails
Create & Apply indexes to Label and Search Files
integrates with Redtail CRM
200 GB Storage
Compliant Texting/Chat Solutions
Automated, Searchable Archiving
institution-Level Searching
Send & Receive Attachments
AI A$sistant
Mobile App
Message Scheduling
Bulk Texting
Out-of-Office Qption
Unlimited Messages
Call Forwarding
CIient Portal
Orion PIanning
Proposal Generation with New Account Opening
Stress Test Risk Score
3D Risk Profile
Behavioral Finance Tools

List of Redtail crm Integrations

ReminderCall.com
Levitate
Referral Factory
Formstack Documents
OnceHub
Intulse
AdvisorStream
ShareDocView
Appointment Reminder
HiddenLevers

Other Features

Feature	Is It Included
API	Yes
Outlook Integration	No
Gmail Integration	No
QuickBooks Integration	No
Shopify Integration	No
WordPress Integration	No
Mailchimp Integration	Yes
WhatsApp integration	No
Facebook Integration	No
LinkedIn Integration	No
Twitter/X Integration	No
Google Calendar Integration	No
Excel Integration	No
Office 365 Integration	No
Google Sheets Integration	No
Xero Integration	No
Notion Integration	No
Asana Integration	No
Trello Integration	No
Zapier Integration	Yes
Invoicing	No
Marketing Automation	No
Email Marketing	Yes
SMS & Text Messaging	Yes
Project Management	No
AI	Yes
Voip & Telephony Integration	No
Dialer	No
Contract Management	No
Inventory Management	No
Quoting	No
Drip Marketing	No
Customer Portal	Yes
Appointment Scheduling	Yes
Workflow Automation & Management	Yes
ERP	No
Order Management	No
Ticketing System	No
Call Recording	No
Call Tracking	No
Task Management	Yes
Paypal & Payment Processing	No
Document Management	Yes
Shared Inbox	No
Create Landing Pages	No
Chat Function	Yes
Website Builder	No
Help Desk	Yes
GPS Tracking	No
Loyalty Program	No
Cloud Storage	Yes
Document Storage	Yes
Mapping	No

Industry Specific CRM Solution

Accountants & Accounting Firms: No
Architects & Architecture Firms: No
Automotive Industry: No
Banks & Banking: No
Call Centers: No
Car & Auto Dealerships: No
Charity & Non-profit: No
Churches: No
Cleaners & Cleaning Businesses: No
Coaches: No
Consultants & Consulting Firms: No
Construction: No
Contractors: No
Co-working: No
Credit Unions: No
Customer Service: No
Dentists: No
Doctors: No
Ecommerce: No
Email Marketing: No
Electricians & Electrical Contractors: No
Engineers & Engineering Firms: No
Event Management: No
Field Service: No
Financial Advisors & Services: Yes
Freight Brokers & Forwarders: No
Government & Public Sector: No
Graphic Designers & Creatives: No
Gyms: No
Healthcare Providers: No
Hotels & Hospitality: No
HVAC: No
Insurance Agents: No
Investment Banking: No
Landscapers: No
Lawyers & Law Firms: No
Logistics: No
Manufacturing: No
Marketing: No
Mortgage Brokers & Loan Offices: No
Movers & Moving Companies: No
Museums: No
Personal Trainers: No
Photographers: No
Plumbers: No
Political Campaigns: No
Private Equity: No
Professional Services: No
Property Management: No
Real Estate: No
Recruiting & Recruitment Agencies: No
Restaurants: No
Retail: No mention of retail
Roofers & Roofing: No
SaaS: No
Schools: No
Senior Living: No
Solar Businesses: No
Sports Teams: No
Staffing Agencies: No
Telemarketing: No
Therapists: No
Tour Operators: No
Travel Agents: No
Universities, College & Higher Education: No
Web Designers: No
Wholesalers & Distributors: No

Redtail crm Pros & Cons

Pros

Comprehensive Solution for Organizing Client Data
Designed for financial services industry
Email archiving

Cons

The interface could be more intuitive
More robust mobile app
Limited Integration Options

Website: Redtail crm website