# Page 2 | Redtail CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of Redtail CRM ## Showing most helpful reviews Showing 26-50 of 85 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use LH Luke H. Financial Advisor Banking Used the software for: 6-12 months ### "Quick to start, slow to run" May 4, 2025 3.0 Overall, I find Redtail CRM spot‑on for everyday client handling and for lone advisers or tiny practices Pros I love the UI, proper simple and nippy, everything feels set up to keep your productivity ticking along. By saying that, I’m thinking of the colour‑coded dashboards and the nifty filters that let you customise the view to whatever’s pressing right this minute. Cons I don’t like how slow it runs, really—you take it for a quick spin and end up waiting on every single screen, feels like it’s catching its breath each time. Review Source PD Pressilla D. Insurance Broker Insurance Used the software for: 6-12 months ### "Best CRM this Far" August 7, 2021 5.0 All in all, Retail is a great software and the best CRM I have used this far. It allows me to so what I need to strive with my clients and meet their needs. I like it a lot and hope to be a customer for a very long time. Pros Where do I start? I love how detailed it is. It allows me to: 1. Customize fields which is super important because there are certain things that we keep track of that is unique to us and wouldn't necessarily be popular fields found in CRMs. 2. Manage Contacts. The Contact Details that can be saved are great for managing your clients and getting to know them. The Membership feature is especially cool for connecting contacts that know each other like family members, friends or even coworkers. This is really great especially for referrals. Oh and it helps you to keep track of your Referrals because there is a field for that and a slot to show who referred the person. 3. Manage my tasks easily. I can reschedule task, schedule them for all day whick is my favorite so that it does not interfere with other things scheduled at specific time. This is perfect for tasks that really have no deadline in that day. Allows you to assign tasks by teams, link contacts and notes and even link additional contacts or accounts. It's very cool. 4. I love that it's built like an Investment software so many of the fields are already related to Finance which is right in the alley for Insurance. 5. And my favorite feature of all is the Reminder. Never miss another important moment with this CRM. Cons Although I love this CRM, it could use a few improvements. It doesn't allow me to delete or replace fields that it comes with which is a bit annoying because some are unrelated to my business and instead of adding more to what's there,I would prefer to just delete and keep only what I need to avoid the cluster. The next big thing for me is that the workflows (which I love the feature of) does not list under my task although they are tasks to be completed. The workflow tasks are only displayed under the workflow category which takes an extra step to get to. Once there, you will find tasks under your workflow to complete. It would be great if they were listed under the General tasks too. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Better features for what I needed. Review Source VR Verified Reviewer Operations Manager Financial Services Used the software for: 1-2 years ### "Use it Every Day and Love It!" September 30, 2021 5.0 Very positive! The workflows and activity tracking have helped make us very efficient and they also integrate with so many other platforms that it saves us a lot of time from duplicate data entry Pros The customer service is extremely responsive and easy to work with. I also really liked that we had a trainer reach out to us and do a one on one session to make sure we had everything set up correctly. So nice to get that kind of attention when we aren't a big company. Cons The alerts for the calendar are the only thing I wish they could improve on. Review Source Ahmed A. AML ANALYST Consumer Services Used the software for: Less than 6 months ### "The most friendly CRM" December 28, 2021 5.0 My overall experience with redtail I love it, it let me and my team deal with new customers efficiently and no more time to set workflows and there's always record's for all processes and steps, documentation is secured and can be retrieved easily Pros Redtail provides special experiment with Customer Relationship Management solutions specially financial fields beside the ability to integrate with different apps ,Redtail provides me with organized documents Management Cons Redtail requires high internet connection speed and sometimes lagging but the customer support are always available which makes these issues easier Review Source VR Verified Reviewer Licensed Practice Operations Coordinator Financial Services Used the software for: 2+ years ### "Amazing CRM" October 5, 2021 5.0 Fantastic! Pros This software allows me to do everything I need and then some. If I ever need help customer service has been the best. Everyone has been helpful and friendly. Using this has definitely made my life better from what we used to use. Cons Nothing to complain about yet. Once in a while the upload speed it slow, but that could be on my side. Switched from [SmartOffice](https://www.capterra.com/p/133901/SmartOffice/) Changed companies Review Source Jeremiah F. Investment Advisor Used the software for: 2+ years ### "Not impressed by the user-interface, but the CRM serves it's function." December 6, 2017 3.0 We are able to see detailed notes on clients, and those notes never go away. Pros I enjoy that all information is thoroughly saved once it's in the system. You can't accidentally or intentionally delete comments/notes on clients accounts. This is crucial in a field where we need to know what has been communicated to our clients. This CRM allows us to produce reports that show when/where the client came in. This is an important process to understand how we should interact with clients to better serve them. Cons There are a lot of things I dislike with the software, especially for how much it costs. The interface is somewhat easy to learn, but it tends to be clunky. It takes longer than I would hope to find client names in the database, and it seems the product focuses more on integrating with other companies than it does on simplicity. Adding activities/tasks on a to-do list is something we highly value. The process of adding new tasks tends to be a little overcomplicated, and it doesn't organize well. Using workflows for specific clients is not very easy either. We spent a lot of time developing workflows for clients, but ended up ditching it for handwritten notes! Ouch. It was quicker, more efficient, and more reliable than using the CRM. Review Source CV Chuck V. Owner/Advisor Financial Services Used the software for: 2+ years ### "A lot has changed over the years" August 22, 2023 2.0 Pros Maintain my client database along with activities and notes for compliance purposes - sync's with my mobile phone so contacts and calendar is always available Cons 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. Can take hours to get customer service on the phone to resolve issues and we haven't seen an update to the program in ages. Doesn't seem they care anymore about the users experience. Review Source VR Verified Reviewer COO Financial Services Used the software for: 2+ years ### "Redtail Review" July 18, 2022 4.0 Pros How intuitive it is to create activity tasks and then also to create templates for processes that we use all the time. Cons There are sometimes very easy features that you think would be available that aren't. It is important to find lists and create lists of data and then be able to sort and customize and export and it just isn't quite there with Redtail CRM. We are hopeful that the merger w/ Orion will create better reporting lists. Review Source Alexandra (Alex) S. Marketing Director Financial Services Used the software for: 1-2 years ### "Redtail provides functional CRM for finance professionals" April 21, 2021 4.0 Redtail does what I need it to do for the most part. Pros I like the layout; the information is spread out on the screen in a way that is it is easy to read and find what you're looking for. Cons Certain functionalities are not available. Specifically I wanted the ability to have a Redtail hard-coded field for annuity maturity dates. I also want ability to show when client canceled appointment rather than removing it entirely from the database. Reason for choosing Redtail CRM n/a Switched from [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) Redtail is industry specific. Review Source RG Renee G. Office Administrator Financial Services Used the software for: 2+ years ### "Redtail CRM is great for Financial Advisers" December 6, 2022 5.0 I've been using Redtail for 5+ years and every day I feel like I find something new and exciting to do with it. Pros Easy to learn and use. You are able to run a report for just about any scenario. Cons If you have a small office, work flows may be more work, than necessary. Review Source PS Peter S. Accountant, Tax Preparer, IT consultant Financial Services Used the software for: 2+ years ### "Decent online CRM with price being one of the best features - but you get what you pay for...." November 7, 2017 3.0 It is one of the lower cost CRM softwares available and for companies that can't afford anything better this is a decent solution. We quickly outgrew it's usage and moved on to something much more robust and usable. Pros It is fairly simple to do all of the basic functions of the software. Add contacts and information, look up contacts, edit information. I really liked that there would be a red reminder at the bottom of the webpage letting you know of an upcoming appointment within 30 minutes time. There is a search bar at the top of the screen no matter what page you are on which is nice to be able to change contacts "on the fly". Since it is web-based it is accessible from anywhere you have web access. Cons Redtail is almost too simple. Without enough robust features it comes in as a very simple contact manager and calendar. Since it is web based you must keep it open in your web browser at all times to have it easily accessible - BUT - most people have multiple tabs open and it is not "in-your-face" as an software application would/could be. Although there are many pros to having a web based CRM there are drawbacks as well. One being that you are automatically logged out after 30 minutes. I believe this was the highest time you could set it to and this gets old very quickly. The app for phones really stinks too and was barely usable or helpful overall making it almost not even worth using. Review Source Brian H. Investment Advisor Rep Financial Services Used the software for: 2+ years ### "More features than we can use" August 11, 2022 5.0 We use it to capture all communications with clients and we love the automatic import features Pros This is the best CRM I have ever used. The software is very robust. We likely don't use most of the features but the features we do use work really well. Cons There is too many things that can be customized and every user might customize differently whch adds a bunch of useless data. Review Source VR Verified Reviewer Office Manager Financial Services Used the software for: 2+ years ### "Does it's job" November 30, 2023 4.0 Pros Redtail is fairly easy to use and straightforward. There are lots of "extras" that we don't use, but it works for what we need it for (CRM for a financial services firm, note keeping, contact management). Cons Workflows do not work well. We ended up purchasing another software that integrates with Redtail to manage our workflows. Review Source Paul G. Executive Assistant Financial Services Used the software for: 1-2 years ### "Great opportunity when leveraged properly" October 11, 2019 5.0 When I started working with Redtail, the previous employees in my office had not learned how to use it properly and so it was a mess. But once I got some training under my belt, I was able to understand Redtail better and started fixing all the errors that previous employees had implemented. Pros The team at Redtail really have thought about nearly everything. There are so many amazing features built in to the Redtail CRM that it is only at the user's own neglect if your office isn't operating more efficiently. I really appreciate utilizing automations to trigger workflows, and the reports that can be generated to track results or see an overview of how we've been doing. Cons Not everything is necessarily intuitive. But go to Redtail University. The training you get there opens the door to understand how everything works inside of the CRM. Review Source VR Verified Reviewer Partner Financial Services Used the software for: 2+ years ### "Great fit for small to medium sized RIAs looking for a CRM solution tuned to the Financial Advisor." April 4, 2018 4.0 Straight forward migration from ACT with good migration support, so we were up and running quickly. We now have an SEC-compliant, cloud-based CRM which seamlessly tracks and archives client email communications and has a good SEC-compliant document repository. Pros Low price point for a CRM that is built from the ground up to support Financial Advisers. SEC-compliant document management and email make this easy to archive and track client documents and communications in the secure cloud. Good integration with CopyTalk. Cons The iphone app is really not that robust. It's ok, but we would much rather see a higher performance, more feature rich implementation. Review Source HP Henry P. CIO Financial Services Used the software for: 2+ years ### "Inexpensive Option relative to Salesforce " April 1, 2022 4.0 Even with limitations, it is a good value and does what a CRM should do - track interactions. Pros The bare bones features - CRM / tasks etc are fine but as you move up the ladder in terms of what you require from a CRM this is not such a great option as you grow. I think this is a great tool for a small start up because of the cost differential but as we are growing it is easy to see why th eadded cost of more robust systems is justified Cons While there are features that can be utilized, they are not so easy to implement and the lack of customer service is a negative as you grow Review Source VR Verified Reviewer Senior Minister Financial Services Used the software for: 6-12 months ### "Great CRM" October 3, 2018 5.0 Overall, I am very impressed with Redtail. I wasn't a part of the team who chose this software. It was in place when I joined my present company. But I have enjoyed using it and wish I'd been given it for the previous companies I worked with. Pros Redtail allows you to input just about every detail imaginable about your clients. It gives you birthday reminders. You're able to store related documents for client accounts. It integrates with multiple software programs so that client information can pre-populate when you're completing applications. It allows you a simple way to document client conversations. It's just about the most robust CRM I've seen out! Wow! Cons I think this is a minor drawback but it matters because other programs seem to offer this option. You cannot merge records. If you find the you have entered a client twice, there's no way to merge the records and keep what you want to keep. Review Source Mandy M. Client Service Specialist Financial Services Used the software for: 2+ years ### "Great CRM for your Small Business" January 10, 2019 5.0 Pros The team behind RedTail are always trying to improve their software based on suggestions from users. They hold trainings that travel around the country yearly so there is sure to be one near you. Unlike most software trainings, these are FUN! It's a very robust system with many detailed reports and some great search functionality too. Cons When changing your password (required periodically) you can't use the last THIRTEEN passwords. It says something for the security of the program but, c'mon....13?! Review Source MI Michael I. CFP, CLU, President Financial Services Used the software for: 1-2 years ### "Customer Support Is Horrible" May 4, 2022 3.0 Pros If you need technical support, be prepared to wait on hold for close to an hour. Cons Customer support sucks. If you call in for support, you will be on hold for close to an hour. You will also listen to their stupid prerecorded messages which play over and over the entire time. Reason for choosing Redtail CRM I thought they would be better than ACT. Switched from [Act!](https://www.capterra.com/p/175860/Act/) I thought this would be an improvement. Review Source TF Thomas F. Financial Advisor Financial Services Used the software for: 2+ years ### "Redtail" April 27, 2022 4.0 Good Pros Syncs with broker dealer. easy to navigate pages. Cons Doesn't separate out tasks and calendar. Alternatives considered [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) Reason for choosing Redtail CRM I will switch to WB Review Source JB Jennifer B. Director of Client Relations Financial Services Used the software for: 2+ years ### "Redtail CRM has been a love/hate relationship but we are still using it!" June 19, 2018 3.0 The system is a great value and isn't too heavy on functions we don't need like Salesforce. Pros Great customer service and support! Really awesome team that listens to feedbacks and makes changes and updates accordingly. I've voted on many ideas that have been added to Redtail so I feel valued as a customer and know the company is working to stay in front of client needs. Cons The software clones the home address and phone number to the spouse when entering contacts. However when using search functions, the spouse does not technically have information entered for their address or home phone number so searches do not include them. I think it is redundant to enter the information twice. They are working on the ability to use a spreadsheet to upload information by the user. Currently a spreadsheet can be emailed and their team will upload within 24 or 48 hours but our office does not have time for such. Review Source David S. Wealth Management Advisor Used the software for: 2+ years ### "I wish I had had this software my entire career." November 8, 2017 5.0 This is a very time-saving product and robust in its integrations with other software and data sources. Pros This software is very robust and includes many integrations that create a real value for our company. Cons The workflow portion has not yet been to full use in our model. I would prefer a more Microsoft Project approach to this feature Review Source Daniel G. Admin Asst Financial Services Used the software for: 2+ years ### "Easy to Use " July 18, 2017 5.0 Easy of use and cross-platform capabilities. Pros This software is easy to use and it is also easy to train new team members on how to use it. Also the mobile app makes being offsite much easier. Cons Some of the functions are a bit basic. Most of them have to do with searching inside of the database. Review Source Ryan P. Supervisor of Cadet Engagement Airlines/Aviation Used the software for: Less than 6 months ### "Great CRM" April 8, 2020 5.0 We have been using this CRM for about 3 months now after a recommendation from a Field Marketing Office and we haven't looked back since. I had experience with other CRMs like SalesForce, while SF is still fantastic and top-tier, I find this to be a better value for the money. Pros I love that this CRM allows us to break down different tabs that are relevant to what we do as Financial Advisors. We have a clients section, prospect section, and even a seminar sections where we are able to track and market to those that are signed up for a workshop or dinner seminar, it helps us compartmentalize the different categories and groups that we are trying to engage Cons Honestly, the only qualm I would have is that I wish there was a better integration with drip email software, but that might be user error. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Redtail CRM Price Review Source Chadwick M. Registered Rep Financial Services Used the software for: 2+ years ### "Failure to keepUp" October 22, 2019 3.0 Decent however I will be leaving. Pros Robust, lots of options for maintaining information Cons The software has not kept up with technology, integrations or the ability to customize what so ever. This has been very disappointing and they are very slow to update and implement any changes. Reason for choosing Redtail CRM N/a Review Source Similar Products Featured