# Redtail CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Redtail CRM the right CRM solution for you? Explore 85 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/121349/RedTail-CRM/reviews --- Redtail CRM 4.1 (85) [View alternatives](https://www.capterra.com/p/121349/RedTail-CRM/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Redtail CRM Ease of use 4.0 Customer Service 3.9 ## Pros and Cons in Reviews JE Jaimie E Marketing DirectorFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “Good for keeping track of essential client data and maintaining a client review schedule.“ January 2, 2025 CV Chuck V Owner/AdvisorFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “Used to be great but the past 5 years or so we've seen less attention and customer service is lacking - suggestions are noted as planned but no movement for years and new suggestions or comments sit awaiting moderator approval and never become visible to the community.“ August 22, 2023 SY Salimata Y Officer,Financial Center Assistant ManagerBanking, 10,001+ employeesUsed the software for: 1-2 years. “I like how easy Redtail is to use, with a clean interface and customizable client records.“ June 11, 2025 LR Lauren R Client Services ManagerFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “The ability to customize everything can become paralizing, and RedTail's training and support was not nearly robust enough. “ January 2, 2024 AM Amelia M Associate Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “I like how the contact profiles look.“ January 7, 2025 JJ Juliana J Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “It can be glitchy, particularly when interfacing with other software.“ February 29, 2024 AM Amelia M Associate Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “Their tech support is really helpful and very responsive.“ January 7, 2025 Brian H Investment Advisor RepFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “There is too many things that can be customized and every user might customize differently whch adds a bunch of useless data.“ August 11, 2022 ## Showing most helpful reviews Showing 1-25 of 85 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Aman Preet S. Developer Retail Used the software for: 6-12 months ### "Pros and cons of Redtail CRM " July 14, 2022 4.0 If one wants to manage their workflow and have a nice and professional looking reporting then they can surely go with Redtail CRM and for content management stuff they can go for other alternatives. Pros The most critical features for us as a team was to handle the workflow management as well as reports and analytics of our financial data along with that Redtail CRM is affordable in long term Cons Content management and alerts and notification services of Redtail CRM is the one which they need to work on as for our perspective they are not up to the mark. Switched from [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[Total Expert](https://www.capterra.com/p/146103/Total-Expert/) I have switched from multiple CRM tools and equivalent based on the current requirements and here my requirement was to get the nice and professional looking reporting hence went for Redtail CRM. Review Source MT Michelle T. Administrative Coordinator Financial Services Used the software for: 2+ years ### "Great Financial CRM" February 21, 2025 5.0 Wonderful! I love all the trainings offered and their RedTail U is the best! Pros I love the ease of using RedTail. The support is good too! Cons Sometimes it takes a day or two to get questions answered. Switched from [Act!](https://www.capterra.com/p/175860/Act/) ACT was not a great product, it was difficult to use and did not have great integrations or the ability to use it as a sales tool Review Source JE Jaimie E. Marketing Director Financial Services Used the software for: 2+ years ### "Gets the Job Done but Could Be Better" January 2, 2025 3.0 Redtail CRM has been better out of the box than Sugar CRM but leaves a lot to be desired in terms of custom workflows and usability of the customer data profiles. Pros Easy to use the basic functions. Good for keeping track of essential client data and maintaining a client review schedule. Cons Requires a lot of menu diving for anything other than basic functions. Workflows are clunky for automations. Calendar integration is a hassle and tech support is subpar. Review Source LR Lauren R. Client Services Manager Financial Services Used the software for: 1-2 years ### "Much more robust than most CRMs at the same price point." January 2, 2024 5.0 The transition from one CRM to RedTail went very well, and we felt well-supported throughout. They system works wonderfully for our group now, but it took a lot of trial and error for us to figure out how to do that. The support, training, help after transition is pretty much non-existant, which was very frustrating. Pros They system is very customizable in all senses. Nearly all fields and how their set up can be customized to work for your group and business. We also use the reporting features quite a bit. Cons The ability to customize everything can become paralizing, and RedTail's training and support was not nearly robust enough. We set the system up the way we thought would work for us, only to realize that certain things are not reportable/searchable. We then had to rethink and re-set up our entire contact list. Reason for choosing Redtail CRM Extensivness of contact types and fields available within each contact. The ability to customize most fields to fit our needs. Switched from [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) Robustness available with RedTail that was leaps and bounds past Wealthbox. RedTail was also less expensive than Wealthbox. Review Source JO Jess O. Client Service Specialist Financial Services Used the software for: 2+ years ### "We love Redtail!" February 3, 2020 5.0 Overall we love Redtail and continually attribute it to the efficiency of our team. Things no longer fall through the cracks because we've taken the time to set up workflows for all of our processes and we all contribute thorough notes to our client records. We use tasks every single day to make sure things are getting done AND that there's a record of someone doing them. We use the reporting options daily and have gained better insights into the business because of the report options available. We absolutely recommend Redtail to anyone looking for an efficient and affordable CRM Pros Redtail is cleanest looking and feeling CRM that we trialed. Everything is setup with the user in mind, so it's very easy to use. It's also very intuitive and there aren't many learning curves. The reporting is far above what other systems offer, and the workflows have completely changed the functionality of our team for the better. The ability to set up automations has also improved our processes. Our business runs much more smoothly, efficiently, and quickly because of Redtail. We find that the workflows and automations ensure that there are never gaps in our processes and things get done in a more timely fashion. They are always making updates and improvements based on user request, so over the three years we've been using it, it has only become more functional and user friendly versus feeling outdated. The support team is always available if you need help and the classes they offer are extremely thorough and helpful. The price is very affordable per user and they absolutely deliver quality well above the price point. Cons There's not a lot to be disliked about Redtail, but some of the options are technologically advanced and either require a strong ability to be tech savvy or an investment in Redtail University. Various members of our team have attended Redtail University on many occasions and have found it to be extremely helpful in each of our understandings of how certain parts of the system work (mainly workflows) but unfortunately it is an additional $$ investment. Alternatives considered [SmartOffice](https://www.capterra.com/p/133901/SmartOffice/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Switched from [SmartOffice](https://www.capterra.com/p/133901/SmartOffice/) We made the switch initially because Redtail was more functional for a team, whereas our previous system wasn't as functional for multiple advisors and support staff. Redtail was also more functional visually because of the calendar customization options that they offer. It also felt more technologically forward and our previous system felt outdated. Review Source CD Chris D. Financial Planner Financial Services Used the software for: Less than 6 months ### "Not a bad CRM, but I ultimately took my business elsewhere" September 7, 2021 3.0 Overall, I was displeased enough with the software that within 6 months of joining Redtail I lobbied hard enough for the firm to switch to Wealthbox and spent nights and weekends figuring out the software and spearheading the move as I was very frustrated in the lack of customizations and user interface. Pros Redtail is a good software and has a lot of functionality for contact management (assets, liabilities, notes, etc.) I do like that Redtail is more encompassing than many other CRMs (ex outlook) that can track way more customizable information. Cons There was very little customization that made navigating the software difficult. Also i found the contact management interface difficult. In addition, tech support had very long wait times and ultimately required a bunch of email back and forth which is not helpful when your issue is complicated. Switched from [Dynamics 365 Business Central](https://www.capterra.com/p/212111/Dynamics-365-Business-Central/) I left my previous firm and ended up adopting the new firm's CRM (Redtail). Review Source TM Tara M. Operations Manager Financial Services Used the software for: 2+ years ### "RedTail" September 7, 2021 3.0 RedTail is a good CRM but some of the functionality could be improved on so it isn't so "clicky" Pros They only charged per office and allowed up to a certain number of users without any additional costs. We could add or remove profiles ourselves for new or terminated employees. Cons You had to make multiple "clicks" to get certain information for clients. They didn't truly integrate with several of the software programs. Integrations were mostly single-sign-on. Emails had to be copy and pasted to contact profiles. Reason for choosing Redtail CRM I have been in the industry for a long time and was already familiar with RedTail. At the time we switched, RedTail was the premier industry leader for CRMs. Switched from [SmartOffice](https://www.capterra.com/p/133901/SmartOffice/) SmartOffice was out-dated and not user friendly Review Source ZP Zach P. Advisor Financial Services Used the software for: 6-12 months ### "Redtail Customer Service Review" September 4, 2020 4.0 the CRM software is great, however the customer service experience we have received takes away from the value of this product Pros Ease of use and navigation - it is very easy Cons There is a serious lack of training at the initial on-boarding. Also, the biggest negative - the customer service team needs a lot of work. You constantly have to follow up with them after weeks of waiting, and even when you follow up, they never have an answer or solution, and state that they need to contact another team member for an update, then you end up waiting another week or two before any progress is made. This scenario has occurred with our team at least a dozen times. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Redtail CRM We agreed to work with Morningstar, and Redtail CRM was offered as a add-on Switched from [AdvisorEngine](https://www.capterra.com/p/208919/AdvisorEngine/) We agreed to work with Morningstar, and Redtail CRM was offered as a add-on Review Source VR Verified Reviewer Investment Manager Financial Services Used the software for: 2+ years ### "Redtail was front line of FS CRM, but management apparently took revenue out of. Viking" January 12, 2023 3.0 Not positive overall. If I’d have any Pros It was tailored for FS Industry and was setup for to integrate with our back office of custodian. Cons How slow it is. Take it for a spin and wait for every screen Switched from [Insightly](https://www.capterra.com/p/130671/Insightly/) Insightly not supported at my broker/dealer. Just subscribed to WealthBox. Review Source SY Salimata Y. Officer,Financial Center Assistant Manager Banking Used the software for: 1-2 years ### "Redtail Customer Service Review" June 11, 2025 4.0 I use Redtail CRM daily to manage client relationships in the financial sector — it helps me track communications, schedule follow-ups, and keep everything organized in one place. Pros I like how easy Redtail is to use, with a clean interface and customizable client records. It also integrates well with industry-specific tools, and the built-in document management is really useful. Cons Some parts of the interface feel a bit outdated. A few of the more advanced features can take time to learn, and customer support can be slow to respond. Review Source AM Amelia M. Associate Financial Advisor Financial Services Used the software for: 1-2 years ### "Ease of use" January 7, 2025 4.0 Overall it is easy to learn and use. I like how the contact profiles look. It is very functional. Pros I like how user friendly it is. Their tech support is really helpful and very responsive. I like how it integrates with my other software. Cons I don't like having to manually push my activities to see them on my todays view. I also wish there was a plugin in Outlook to be able to add an email to a contact and an activity. I also dont like not being able to search by nickname for my contacts. Review Source BM Barbara M. Administrative Financial Services Used the software for: 2+ years ### "WARNING: You might need a computer programming degree to use this software!" January 8, 2019 2.0 I use it only for database information. It is a powerful tool but LACKS usability and the ability for people to get informative reports Pros It is a GREAT database tool, so much information in one place Cons Using this information EFFICIENTLY & EFFECTIVELY is near-impossible. The reporting area is the most-complex, time-consuming, difficult, complicated, horrific, stressful thing I've ever witnessed in my 30+ years in the workforce. JUST TO RUN A SIMPLE REPORT to gather the amazing database information, requires a huge headache to figure out. It is NOT SIMPLE, it is NOT USER-FRIENDLY at all. It takes multiple steps and a host of IF, AND, OR, BUT, EQUAL to, or LESS THAN, or is not blank, etc., etc., etc., to perform. Then to get a printout in a clean, readable, PDF type-file???? Forget about it! I have to call customer service EVERY SINGLE TIME I need to run a report. Something that should only take a few moments to run takes HOURS. I have been using this for several years, complain about it on forums along with a host of many others, but it has yet to be addressed. This software should not be this difficult to use. If you only need a database, this will serve your needs. If you need in-depth reports to use the information you have, good luck! Review Source LA Lisa A. Registered Associate Financial Services Used the software for: 2+ years ### "All your client info in one place" June 24, 2022 5.0 Overall, I love it. It makes managing client relationships way smoother and efficient. Pros I love how many integrations Redtail has with other websites & applications (such as Clientworks). I also love the filtering system for getting a list of specific types of contacts in the system. The exports to csv files are also very easy to use. Cons The filtering system, in my opinion, could be more simplified so that it doesn't look like a classic coding input- maybe a drop down check-box method would ease the filtering process for contacts. Also, being able to edit the Notes for a contact would be great. If revisions are against some type of compliance/regulatory rule, then having a revision history there but still be able to edit a note would be great. Review Source JJ Juliana J. Financial Advisor Financial Services Used the software for: 1-2 years ### "Redtail CRM" February 29, 2024 3.0 Pros Redtail is relatively intuitive and easy to use. Cons It can be glitchy, particularly when interfacing with other software. Review Source CH Chelsea H. Associate Financial Advisor Financial Services Used the software for: 2+ years ### "Terrible Customer Service and Tech Support" October 26, 2016 1.0 There were many features and functions that were touted during the discovery process and were main reasons why we choose Redtail Tailwag CRM over others. But after migrating our data into the system, we learned many of those features and functions don't work. Working with the customer service team to get these issues resolved has been an absolute nightmare. We are constantly told "our tech team is working on a fix, and unfortunately we don't know when this issue will be fixed". And you have to stay on top of these issues, or else the tech team will simply stop working on your issue, and when you follow up with customer service, they start the entire process all over again. We have over 5 issues with the CS team right now that have been pending for over a year! If changing CRM systems and getting comfortable with the new software wasn't such a large undertaking for the firm, we would have switched to a different CRM a long time ago. Pros \- cloud based - sleek interface Cons \- Terrible customer service - Terrible tech support - Poor functionality - Too many features and not enough of them work Review Source VR Verified Reviewer Financial Advisor at Kinder FInancial Strategies Financial Services Used the software for: 2+ years ### "Highly intuitive, tons of features" August 22, 2018 5.0 Pros Love the workflows system and the various integrations with other relevant software. Very simple to begin using and easy to learn features afterwards. Cons Wish it integrated with a couple of other programs that I use. Review Source AP Andy P. Financial Advisor Financial Services Used the software for: 2+ years ### "Redtail" November 11, 2021 5.0 Great product for financial advisors. Takes some getting used to. Pros My favorite aspect of Redtail is the vast number of integrations with other applications. Redtail does this very well. Cons It seems bloated and their email solution is from the dark ages. Reason for choosing Redtail CRM Recommended by my mentor and OSJ who recruited me. Review Source RM Ryan M. Advisor Financial Services Used the software for: 2+ years ### "HMFG Redtail Review" May 8, 2019 5.0 Pros Having an interface that talks to other programs has helped out quite a bit. The ability to have a program do more tedious work that is done repeatedly has saved the firm time doing more important things. Cons There are not many things that we see as a negative. Some of the options that are there to help customize are a bit hard to find but besides that there are not many issues. Review Source AM Allyson M. Office Manager Financial Services Used the software for: 2+ years ### "Redtail CRM Review" July 23, 2019 5.0 Pros This program is extremely user friendly to use. Cons The downside is there isn't a way to customize things. Review Source DG Dan G. Admin Asst Financial Services Used the software for: 2+ years ### "Redtail Rules!" December 5, 2016 5.0 We have been using Redtail for almost five years now and it has really improved our functionality and minimizes errors. We have processes in place and Redtail allows for tracking to enhance customer service and minimize redundancy. Pros Ease of use. Simple to train others to use Cons To fully utilize some features take a bit of work Review Source JM Jon M. Lead Advisor Financial Services Used the software for: 2+ years ### "I rely on Redtail everyday. Good product but could use some enhancements" September 16, 2017 3.0 Central area for all information on my clients, prospective clients and other key contacts. Pros Cloud based, very good customer support, very thorough data base. There are many ways you can create lists from your database to create mail merges. Cons I wish it interfaced with my Google for Business calendar and email. It seems like navigation between the different functions could be more streamlined. Review Source MS Matthew S. VO Financial Services Used the software for: 2+ years ### "Excellent set up" February 1, 2017 4.0 Redtail CRM software has a very intuitive setup. However, the mobile app leaves something to be desired. A persistent password reset issue, and he absence of push notifications makes the app clunky to use. The core of the software is as intuitive as any though. Pros Intuitive, very efficient Cons Subpar mobile app experience due to recurring password resets and no push notifications for calendar events Review Source VR Verified Reviewer Administrative Assistant Financial Services Used the software for: Less than 6 months ### "I use Redtail as an administrator" August 2, 2018 4.0 It is helpful to stay organized with client information and reports Pros I like the graphs and report features. Seeing things displayed like that makes it easier to conceptualize. Cons I use the software as a part of a company. When notes are displayed I have to sort through all advisor notes in order to find applicable notes. In addition, when I search for contacts I can't see just my advisor's contacts. Review Source SF Seth F. COO Used the software for: 2+ years ### "Great CRM for business. " April 19, 2018 5.0 Pros Very robust for tracking clients. Can use it to track almost anything I want. Calendar is also very easy to use Cons Wish it did a little better on the life insurance side. Better integration with outlook would be nice Review Source DN Derek N. Founder Financial Services Used the software for: Less than 6 months ### "Redtail for RIAs" January 11, 2022 5.0 I am using Redtail as my firm CRM to track all client data. Pros Redtail is a simple yet powerful CRM tool that made it easy for me to manage my clients. Cons Nothing, it is a great product that is intuitive. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Wanted a better product. Review Source Similar Products Featured