# Page 4 | Redtail CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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

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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/)

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Last updated March 13th, 2026

# Page 4 - Reviews of Redtail CRM

## Showing most helpful reviews

Showing 76-85 of 85 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

HH

HAROLD H.  
CFP  
Financial Services  
Used the software for: Less than 6 months

### "Support lackluster "

October 17, 2019

4.0

I am only using this CRM due to the integrations. Other CRM are more user friendly

Pros

The integrations we the only reason I signed up for RedTail

Cons

Lack of SUPPORT!!! I had to wait 9 business days for my integration. Seriously that is unacceptable!

Switched from

[Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)

The only reason was the integrations that Redtail had. Wealthbox is much easier to use and navigate

Review Source

RW

Ronald W.  
Financial Advisor  
Financial Services  
Used the software for: 2+ years

### "Average at best"

June 15, 2017

3.0

It fulfills the requirement that I use a CRM application to manage my clients.

Pros

It integrates well with MoneyGuide Pro. I appreciate the ability to access each client's financial plan from within the RedTail application. This is a time saver!

Cons

It does not integrate well with my broker dealer's client information system. As a result, repetitive data entry is required which wastes staff time.

Review Source

EH

Elena H.  
Assistant to Financial Advisor  
  
Used the software for: Less than 6 months

### "Great Product for Organization"

April 24, 2018

4.0

Organized client files, import of client info into other apps, information grouped to print only certain set of data you need to present to a client.

Pros

It keeps everything about a client and business partner organized and safe. There are plenty of options to use other apps with Redtail, such as LaserApp. This works great to import all client information easily into another app without having to type it all in over and over again. Another great feature is all the information topics you can add into one client. Everything in one spot!

Cons

It can be better organized to find certain features faster and easier. Being able to edit notes instead of delete and start over or just comment on them would be great.

Review Source

YL

Yeshuwanth L.  
Service desk Analyst  
  
Used the software for: 1-2 years

### "Modern cloud-based CRM software that offers great features and is simple to learn and use."

March 31, 2018

5.0

Pros

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

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

CA

Candace A.  
Administrative Assistant  
Financial Services  
Used the software for: 6-12 months

### "Easy to use and manage my client base "

January 23, 2019

4.0

Pros

I like how easy it is to fill out a client profile and attach tasks and documents to it. I love that when I click on the email of one of my clients, it automatically opens an email ready for text in my email application. Redtial is an everyday resource for me.

Cons

I do not have any complaints currently.

Review Source

GD

Garrick D.  
Finance Intern  
  
Used the software for: 6-12 months

### "Easy and simple"

April 30, 2018

5.0

Pros

I like the simplicity of the software. It is easy to use and all of the buttons are very distinctive.

Cons

There are not many features to this CRM. Although it is easy and simple to use, the features are not too in depth.

Review Source

CC

Christopher C.  
financial advisor  
  
Used the software for: 6-12 months

### "used for daily tasks and workflows between multiple users"

July 11, 2017

5.0

Pros

super easy to use and the set up is amazing. very clean, neat, and organized. would recommend to anyone

Cons

It could maybe load a bit faster instead of needing to refresh pages once tasks are completed

Review Source

PC

Patrick C.  
Financial Advisor  
Financial Services  
Used the software for: Less than 6 months

### "RedTail CRM Review"

August 16, 2019

4.0

The biggest benefit is ease of use. I can look up my clients on the app with very little trouble.

Pros

Ease of use and intuitive. The customer service is in the U.S. and they are extremely helpful. Very easy to begin setting up the CRM with very little direction. Connects very well with other vendors.

Cons

Since the CRM cannot be changed, I could not tailor the product to my needs.

Alternatives considered

[Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)

Reason for choosing Redtail CRM

It was easier to use and I liked the view and feel of the product.

Review Source

CB

Charles B.  
  
  
Used the software for:

### "Redtail Technology has a lot to learn it appears"

August 21, 2016

1.0

As you use and look at Redtail Technology you will see that they have a habit of editing the way people see them. The software is supposed to be a goldmine of help and forward progress. The truth is countless people have stated it is a nightmare to use and implement. Plus, you can read this for more information. http://www.ripoffreport.com/r/Redtail-Technology/Gold-River-California-95670/Redtail-Technology-employees-post-fake-reviews-to-edit-business-image-Redtail-Technolog-1321659

Review Source

SA

Sonja A.  
Admin Assistant  
Religious Institutions  
Used the software for: Less than 6 months

### "Basic CRM application"

September 21, 2018

3.0

Pros

Helped us keep organized with client interactions. I liked collaborating with my team & seeing all our interactions in one place.

Cons

Our team had difficulty deleting duplicate entries for some reason. Tried to seek help in rectifying issue & we ended up pretty frustrated. Before I left the company, we were working to migrate onto another CRM application.

Review Source

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