# Page 3 | Redtail CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Redtail CRM ## Showing most helpful reviews Showing 51-75 of 85 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Marketing Manager Used the software for: 1-2 years ### "It is a useful CRM system for all client data" March 5, 2018 4.0 Company data information Pros I like the organization of it and how much specific information can be recorded or the use of custom fields as well. Cons Sometimes trying to find or edit a piece of information is very hard to find. Also when you are exporting lists of names or information it is not user friendly and doesnt give you enough choices to narrow it down to. Review Source Brian T. President Used the software for: 1-2 years ### "Well Rounded CRM for Advisors" July 3, 2018 4.0 Pros Cost, ability to integrate, and customization. There are many fields and options to tailor to your business needs. The subscription models for the # of users you get for the price is a great deal. Lots of resources/training and customer service is excellent. Without this support, Redtail could appear overwhelming in a good way to the average user. Cons Biggest complaint is the lack of calendar and contact syncing with Office 365. There are desktop programs that sync but this requires you to have your laptop on and sometimes I don't use my computer everyday (tablet instead some days) and thus my info wouldn't be synced. Rules for reports and to set up workflows could be more user friendly. Review Source WM William M. Partner Financial Services Used the software for: 1-2 years ### "Everyone at Redtail, it seems, is a rookie" June 18, 2020 3.0 I've been given the runaround for two months. One rookie to another. No response to my case. You'd think as a CRM, they would follow up. One rookie after another write me useless comments and likely are closing my petition as "resolved." Pros I liked the integration w MOrningstar, but that integreation has changed for the worse and Redtail employees either can't understand the issue or deny it is an issue. I cannot speak to the data integration team. Cons It changes. I think it has a problem, but the Redtail staff does not understand their complex software. They will not allow me, an experienced user, to speak with their data integration team. They deny that they have a problem and do not understand financial planning. Review Source Amber I. Director of Business Development Financial Services Used the software for: 2+ years ### "Easy to use" January 4, 2019 3.0 Pros It's a simple. Easy to use and navigate. Cons Certain features are not customizable. Other than that it's a good product for what you pay. Review Source AG Alaina G. Private Client Advisor Financial Services Used the software for: 2+ years ### "Redtail CRM" November 18, 2022 4.0 Pros We use Redtail for contact and task management. It's easy to collaborate with other team members on tasks for our clients. Cons The interface took some getting used to but could be improved. For example, the text box when editing an activity is small; often you can't read all of the text without scrolling. Review Source LW Louis W. Financial Adviosor Financial Services Used the software for: 2+ years ### "Poor customer service" April 23, 2021 3.0 Very poor customer service. Hire some more service techs over sales reps. Pros Its cheap but that comes with compromises! Cons Once again I needed technical advice and since I new I was going to be on hold FOREVER I thought I would let others now that the company puts very little emphases on customer service. Call the sales department--someone will be available very quickly; Call for customer service....Good luck! I am currently caller number 16 in line. I don't call very often, but when I do it is atrocious. Review Source PL Phillip L. Owner Financial Services Used the software for: 2+ years ### "Great CRM" July 30, 2019 5.0 We have been users of RedTail for 10+ years and only utilize a small portion of what is available, yet the $ spent is well worth it. Pros Ease of use, amount of resources and linking features is great. Cons Can sometimes be overwhelming or difficult to navigate - mainly learning curve issues, but I'm not a big enough user to justify the cost of the "school". Review Source KB Kimberly B. Chief Retirement Officer Financial Services Used the software for: 2+ years ### "Awesome Product and it keeps getting better" April 11, 2019 5.0 I seriously love Redtail, I have used other CRM's but Redtail was so easy to use and when I have a question I can either search online and watch a video or call customer service. Best customer service around. Pros Ease of use. Integration with 360. Customization. CUSTOMER SERVICE is the best. Cons Workflows, they have updated them but still not the best. Review Source OG Olivia G. Executive Assistant Accounting Used the software for: 6-12 months ### "Invaluable for People in the Financial Planning/Accounting Space" December 17, 2020 5.0 Pros 1\. Customer Service is INCREDIBLE. They will do a one-on-one training with you, any time, any where, no matter the issue you have. 2. A near infinite amount of reports and searches can be run, which makes getting your contact database cleaned up super easy. 3. Notes can be pinned to the top of a contact 4. Quicklist feature at the top is super helpful for people you regularly need to contact 5. Templated notes makes note taking for things like tax season really easy Cons 1\. I wish notes could be edited. 2. I wish notes were viewable in email, although this may be a compliance issue. Review Source MS Maree S. Coordinator Financial Services Used the software for: 6-12 months ### "RedTail is SOLID" August 20, 2021 5.0 Very positive, an excellent library of resources, specific to financial services Pros I like that it is cloud-based, easy to use, and functional for our office and client needs. Cons I wish it was able to have emailing capabilities. Review Source VR Verified Reviewer Financial Advisor Financial Services Used the software for: Less than 6 months ### "Seems to do everything we need it to do so far" November 19, 2019 4.0 Pros Their customer service is definitely the best feature. Very helpful! A close second is the workflows and how to implement those into our practice. Cons I don't like the lack of customization options within the different dashboards and views. I find that clunky and difficult to get used to. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) went to a new firm that uses redtail Review Source BA Bruno A. Senior HR Industrial Automation Used the software for: I used a free trial ### "Ottimo CRM" December 14, 2023 5.0 Pros Utilizzato come CRM aziendale per tener traccia dei clienti e la relativa gestione. Cons Nessuno aspetto negativo rilevato nel breve uso che ho effettuato. Review Source JV Jen V. Business Manager Renewables & Environment Used the software for: 1-2 years ### "We love RedTail CRM" August 24, 2018 5.0 Fantastic! Highly Recommend!!! Pros This software allows us to track all of our customer information. It quickly and easily allows our office staff to get customer information on the fly. Love that it is web based and SO easy to use! Cons Some of the functionality is not pertinent to us and it would be helpful if we could turn off or hide some fields. Review Source CM Chris M. Advisor Financial Services Used the software for: 2+ years ### "Redtail Is great" April 18, 2019 5.0 A CRM tool to house all client information and appointments. Pros Redtail's ease of use. It is a great software and is easy to learn. Cons Lack of certain integrations, especially with Outlook. Review Source JR Jodie R. Financial Advisor assistant Financial Services Used the software for: 6-12 months ### "Redtail CRM worth the money" April 29, 2020 5.0 has helped our business manage client data and very helpful customer service when I have any questions or need help. Pros Ease of use and functionality of reports is a huge plus for me. Cons It feels in financial data but does not feed in account types or titles so it's hard to see what type of accounts the client has. Reason for choosing Redtail CRM It was going to help us run things more smoothly and integrate into our other software programs. Review Source LB Lance B. Financial Advisor Financial Services Used the software for: 1-2 years ### "CRM Software" April 23, 2019 4.0 Redtail is becoming widely used in my workplace and is helpful for a growing business. Pros Redtail helps integrate all aspects of my business. The client contact, marketing, and prospecting parts of my business. Cons There is a steep learning curve. Hard to learn all that it can do in a short period of time Review Source PN Patricia N. Technology Training Manager Financial Services Used the software for: 6-12 months ### "Superior Training & Resources" March 5, 2019 5.0 Pros 1\. Excellent training and online resources available in multiple formats: live in-person classes (although for a fee), free live webinars, custom webinars, recorded webinars, and an extensive searchable library of help articles and mini-videos. In fact, most topics have both articles with screenshots and mini-videos, so whichever format you prefer is available. 2. Ease of use: The only reason I gave Redtail CRM 4 stars instead of 5 is that it has so many features that it can be a bit daunting. 3. Integration: Redtail has integrations set up with dozens, maybe hundreds, of programs. Cons Only small nitpicks, like wishing more things automatically created notes or the organization of a few screens. Overall, the feedback I've received from our reps is quite positive. Review Source SH Simon H. Investment Consultant Financial Services Used the software for: 1-2 years ### "Useful features and fairly easy to use" August 1, 2019 5.0 Great overall tool to manage our team's ongoing tasks, notify each other when a task is updated or a note added, record keeping of notes on our clients, syncs with Outlook and other tools. Pros Organizing all my tasks day to day and long-term, with ability to share and reallocate tasks among users Cons Not as intuitive in how to use some features, and doesn't have an easy way to access training or learning modules to get up to speed on utilizing all the features. Review Source GM Giovanni M. president Financial Services Used the software for: 2+ years ### "great software, very user friendly, easily implemented and integrated with other software platforms" February 14, 2018 5.0 Pros i like that it not only integrates with my broker dealer but also with sales/lead software vendors and constant contact for easy updating and soliciting Cons takes some time to get used to and to fully implement and the university or training can get a bit daunting Review Source MR Matteo R. Fotografo e Grafico Photography Used the software for: Less than 6 months ### "Software costoso per database account" July 18, 2023 4.0 Pros Per il database che offre non è male come programma Cons Per le funzioni che offre è molto costoso Review Source Alaina M. Director, Revenue Analytics Financial Services Used the software for: Less than 6 months ### "Intuitive; wish there were better calendar reminders" September 5, 2019 5.0 We are able to track all meetings, notes, emails, deliverables, etc. for clients. Pros The CRM does it all for us with client information, tasks, and calendaring. It syncs with other technology apps. Cons As far as I know, there is no way to get reminders (a la Outlook) for appointments. I now need to constantly monitor my calendar. Review Source AR Ann R. FPQP and Office Manager Financial Services Used the software for: 1-2 years ### "Red Tail is a great system but is not intuitive and is sometimes difficult to navigate." July 6, 2018 4.0 There are many programs that work well with Red Tail. Pros It is compatible with a lot of programs but to get to the IT people to have them speak to each other is a very arduous journey. Once you explain what you need it can take up to 90 days or more to get it integrated. Cons It is not always easy to learn and it can take some time. You will need to take some time to get used to the system. Review Source VR Verified Reviewer Administrative Assistant Financial Services Used the software for: 6-12 months ### "Great Customizable Calendar " April 8, 2019 4.0 Pros I love the customizable calendar where you can choose different colors for different kind of appointments/meetings. Also how you can automate meeting that happen at a certain time and day repeatedly. Cons It is challenging to figure out all the features that it holds, but it will just take time. Review Source PH Paul H. Financial Planner Financial Services Used the software for: 2+ years ### "There are better solutions than RedTail" September 8, 2021 1.0 Not great. It was not intuitive and there are other solutions for a similar price that are much better. Pros There were a number of integrations with other companies that were useful. Cons Basically no product enhancements in the 3 years I used it. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Redtail CRM Integrations Review Source JW Jamie W. Marketing Coordinator Financial Services Used the software for: Less than 6 months ### "Modern cloud-based CRM software that offers great features and is simple to learn and use." December 7, 2017 4.0 A user friendly feature-rich easy to use CRM software Pros My company switched from GoldMine to Redtail and I was very hesitant to have to learn a whole new CRM. I was so surprised how simple Redtail was to learn and use. Although it has many sophisticated features more advanced users would want to delve into, the interface remains usable for those of us who are newbies to CRM software. Cons We did have some difficulty transferring our data from our old CRM to Redtail. All of the fields did not import correctly and we had to go in and manually enter data. 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