Benefits and Insights

Why use Redtail CRM?

Key differentiators & advantages of Redtail CRM

  • View Data Visually: An intuitive dashboard presents information that’s easy to digest at a glance. The “Today” tab pulls all major metrics onto one screen, such as revenue, updates, a to-do list, notices and pending workflow tasks.  
  • Work Anywhere: Get on-the-go access with iOS and Android mobile apps. The interface is easy to navigate and syncs in real-time with the CRM’s data. Includes a calendar, contact list, editing capabilities, call or text-ability, and a daily to-do list. 
  • Send Targeted Emails: Send bulk emails to reach specific groups of contacts with relevant messages. Reuse emails with templates, such as for prospecting, contacting a new client or any other type of template. 
  • Track Contact Communications: View each interaction with a contact on one screen to easily follow the history for prospects and clients — everything from new tasks added to notes to account updates. 
  • Streamline Data Entry: Simplify routine tasks associated with entering or updating information. Build automation templates for a variety of events and configure the settings to trigger actions based on the criteria. 
  • Ensure Data Security: The Redtail CRM database is backed up every day in an offsite location to keep its data secure. 
  • Integrate Third-Party Tools: Connect to third-party platforms for financial planning, marketing, investment research, portfolio analysis, voice dictation, VoIP, document storage, email compliance and more. Specific integrations include Morningstar, Albridge, Advicent, eMoney, Constant Contact, FMG Suite, MarketingPro, Evernote and Docupace. 

Industry Expertise

Redtail CRM specifically caters to organizations that provide financial services.

Key Features

  • Contact Management: Includes a database for storing and managing contacts and their information. Category and status settings enable creating segmented lists. User-defined fields help personalize each contact by adding personal data and details — for example, how frequently they receive a newsletter. 
  • Seminar Management: Simplifies the tasks involved with hosting a seminar. Add attendees individually or in bulk, list attendee guests, attach workflow templates, add notes or documents, and more. A list view shows all current, previous or total seminars, along with relevant details like start and end dates, location, and number of attendees. 
  • Retriever Cloud: Enables two-way data syncing between Redtail CRM and Microsoft Exchange Online as well as Office 365. Syncs calendars and contacts. Define which contacts to include and send that information to smartphones for mobile access. 
  • Activity Management: Facilitates collaboration and organizes info to track details. 
    • Offers a to-do list and a calendar.
    • Supports adding relevant details to each activity, guest invitations, note linking and drag-and-drop activities for quick rescheduling.
    • Calendar color-coding makes it easy to track different types of activities or events.
    • Configuration options help set the calendar to display chosen types of activities and other users’ calendars.
  • Reports: Offers a custom exporting option for pulling the needed data. Also includes over a dozen report types that:  
    • Grant visibility into metrics such as activity, contacts, client communications, opportunities in the pipeline and workflows.
    • Specifically supports financial institutions by including reports based on trades and money (e.g., tax qualified accounts).

Redtail CRM Suite Support

Phone and email support are available during weekdays, from 5 a.m. to 5 p.m. PST, except for the major U.S. holidays, including Presidents’ Day.

A searchable knowledge base provides plenty of self-guided support with over 400 help articles on topics such as getting started, workflows, integrations, reports, contact management, navigation and account management. There’s also API documentation available. And Redtail Technology offers complimentary data migration for transferring existing databases into Redtail CRM.

mail_outlineEmail: [email protected] A form is also available on the website.
phonePhone: Call +1 (800) 206-5030 for general queries and those related to email hosting.
schoolTraining: Redtail Technology offers both online and in-person training. The online options include Live and recorded webinars along with tutorial videos. Offline training takes place via Redtail University (RTU). Redtail trainers teach a one day, in-depth class (Implement or Strategy) in various cities around the U.S. RTU XL expands the training to both classes across two days.
local_offerTickets: Use the website’s helpdesk section to submit a request.

Redtail CRM Reviews

Average customer reviews & user sentiment summary:

181 reviews


of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.


  • Robust Functionality: 88% of users who reviewed the functionality mentioned it is robust and offers good usability, quick and responsive management, email capture, and many operational features.
  • Customer Support: Customer service is well versed in the platform’s technicalities and very helpful. 80% of reviewers referring to customer support suggested the knowledge base also adds value.
  • Workflow Management: 100% of reviews mentioning this feature noted that the platform aligns and manages workflows that boost productivity.


  • Lacks Automation and Integration: The platform is missing requisite integrations, and contact entries and updates lack automation, according to 57% of reviews on the topic.
  • Difficult Reporting: 58% of users who mentioned this feature noted that the platform’s reporting system is inefficient and needs to be upgraded.

Researcher's Summary:

RedTail CRM allows finance professionals to drive day-to-day operations, offering low cost and easy-to-implement applications. It provides exceptional customer service and powerful performance across many features. Drawbacks that reviewers noted included the absence of important integrations, a lack of automation for many tasks and subpar reporting capabilities. Users should consider their unique needs in light of these drawbacks, but the system can be helpful for businesses looking to create time-saving workflows and build internal and client communications.

User Sentiment i

Based on 181 reviews:

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