Redtail CRM: Product updates, Customer stories, and Insights | 2026 Cuspera

Name: Redtail CRM
Brand: Redtail CRM
Rating: 4.21 (895 reviews)

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(895)

Product and Vendor News

Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients 20/08/2025
Pershing integrates with Redtail Technology - InvestmentNews 02/09/2024
Redtail Founder, Orion Tech Exec Brian McLaughlin Steps Down - Wealth Management 27/08/2024
Ladder Partners with Redtail Technology to Make Life Insurance Easy for Advisors - PR Newswire 28/09/2021

Product Business Settings

Redtail CRM is popular in Financial Services, Marketing And Advertising, and Internet industries and is widely used by Small Business, Mid Market, and Enterprise.

Redtail CRM Product Overview

Redtail CRM is a web-based Client Relationship Management software. It integrates widely and deeply with popular financial services tools.

How satisfied the customers are with Redtail CRM use-cases

Reviews

"TJ led me right through the process of getting my question answered and problem solved. I was setting up a new team member's webmail and wanted the integration portion to work with the CRM. Good job!" - Shelley

"Thank you so much. While I'm still learning this program it is so good to know I have help right when I need it. I'm watching all the tutorials as well. Thank you again!" - Laurie

Redtail CRM Customer Insights, Testimonials and Case Studies

What makes Redtail CRM ideal for Workflow Management?

Redtail CRM provides tools for automating processes and managing client interactions. It allows you to create customized workflows to track client activities and generate tasks based on specific events. The system can generate reports to monitor workflow performance, but its customization capabilities are limited.

"...we use this to help manage operational tasks but creating workflows for different departments to ensure every step of the way gets completed...." Peer review by Christopher C, Financial Advisor, Financial Services

Read Reviews

What Are the key features of Redtail CRM for Contact List Management?

How can Redtail CRM enhance your Engagement Management process?

What benefits does Redtail CRM offer for Onboarding?

How can Redtail CRM enhance your Relationship Management process?

What is Redtail CRM?

Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations. It helps to increase sales and revenue, enhance customer relationships, and improve efficiency.

Redtail is a subscription service and its CRM providers are priced per database, rather than per user. It offers free phone and email support, free webinars, extensive online help documentation/videos, and a popular traveling Redtail University that provides more in-depth training in a fun setting.

Redtail CRM features include workflow to create a trail of accountability for each task, integration with the industry partners, export of customed data tracked reports, customizable calendars, notes to capture the important history, and many more.

What is Redtail CRM used for?

Redtail CRM is a CRM Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Workflow Management, Contact List Management and Engagement Management .

What are the top features of Redtail CRM?

Recording, Personalization and Dashboard are some of the top features of Redtail CRM.

Who uses Redtail CRM?

Redtail CRM is used by Financial Services, Marketing And Advertising and Internet among other industries.

What are Redtail CRM alternatives?

Less Annoying CRM, Floify, Monday Sales CRM and NetHunt CRM are popular alternatives for Redtail CRM.

Where is Redtail CRM located?

Redtail CRM is headquartered at 3131 Fite Circle, Sacramento, California 95827, US.

19 buyers and buying teams have used Cuspera to assess how well Redtail CRM solved their CRM needs. Cuspera uses 895 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS	TESTIMONIALS
Shelley	TJ led me right through the process of getting my question answered and problem solved. I was setting up a new team member's webmail and wanted the integration portion to work with the CRM. Good job! Testimonial By Shelley
Laurie	Thank you so much. While I'm still learning this program it is so good to know I have help right when I need it. I'm watching all the tutorials as well. Thank you again! Testimonial By Laurie
Art	Andrew was so, so patient and methodical. Didn't get frustrated with my total lack of knowledge with software program and didn't make me feel as ignorant as I am with setting up Outlook email. Testimonial By Art

CUSTOMERS	TESTIMONIALS
Shelley	TJ led me right through the process of getting my question answered and problem solved. I was setting up a new team member's webmail and wanted the integration portion to work with the CRM. Good job! Testimonial By Shelley
Laurie	Thank you so much. While I'm still learning this program it is so good to know I have help right when I need it. I'm watching all the tutorials as well. Thank you again! Testimonial By Laurie
Art	Andrew was so, so patient and methodical. Didn't get frustrated with my total lack of knowledge with software program and didn't make me feel as ignorant as I am with setting up Outlook email. Testimonial By Art