# Redtail Technology Reviews
**Vendor:** Orion Advisor Tech  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 268
## About Redtail Technology
Redtail Technology is a type of Client Relationship Management (CRM) solution specifically designed for the financial services industry. Established in 2003, Redtail provides a suite of web-based applications that facilitate efficient client management, compliant communication, and streamlined office operations for financial advisors. With a focus on enhancing productivity and supporting growth, Redtail’s offerings include CRM capabilities, compliant text messaging through Redtail Speak, paperless office solutions, and email archiving. Targeted primarily at financial advisors and firms, Redtail Technology addresses the unique challenges faced in the financial services sector. The platform is designed to help users manage client relationships effectively, ensuring that advisors can maintain compliance while providing exceptional service. The integration capabilities with widely used applications in the industry further enhance its utility, allowing users to create a cohesive technology ecosystem that supports their operational needs. Key features of Redtail Technology include its robust CRM functionalities, which enable users to track client interactions, manage workflows, and automate routine tasks. The compliant text messaging feature, Redtail Speak, allows advisors to communicate securely with clients, ensuring that all communications adhere to regulatory requirements. Additionally, the paperless office solution helps firms transition to a digital environment, reducing reliance on physical documentation and improving efficiency. The email archiving feature ensures that important communications are stored securely and can be easily retrieved when needed. The value that Redtail Technology brings to its users lies in its commitment to affordability and ease of implementation. By offering low-cost solutions that are straightforward to integrate, Redtail enables financial advisors to enhance their operational efficiency without incurring significant expenses. Furthermore, the company's dedication to exceptional customer service ensures that users receive the support they need to maximize the benefits of the platform. As a brand entity of Orion Advisor Solutions since June 2022, Redtail continues to innovate and expand its offerings while maintaining its focus on the financial services community.



## Redtail Technology Pros & Cons
**What users like:**

- Users praise the **ease of use** of Redtail Technology, making client management and communication straightforward and efficient. (83 reviews)
- Users praise Redtail Technology for its **dependable functionality** and excellent customer service in managing workflows. (39 reviews)
- Users appreciate the **seamless integrations** of Redtail Technology, which enhance account management and streamline workflows. (32 reviews)
- Users praise the **excellent customer support** of Redtail Technology, highlighting quick responses and knowledgeable staff. (25 reviews)
- Users appreciate the **easy initial setup** of Redtail Technology, enhancing their overall experience and efficiency. (25 reviews)
- Software Integration (25 reviews)
- CRM Integration (24 reviews)
- Easy Setup (24 reviews)
- Users appreciate the **user-friendly interface** of Redtail Technology, which enhances efficiency and communication within their team. (24 reviews)
- Organization (21 reviews)

**What users dislike:**

- Users note the **missing features** like Excel import and better integrations hinder their overall efficiency with Redtail Technology. (18 reviews)
- Users find the **limited features** of Redtail Technology frustrating, especially regarding search and customer service capabilities. (12 reviews)
- Users face **integration issues** with Redtail Technology, making it difficult to sync data with their company's information. (11 reviews)
- Users find a steep **learning curve** for advanced features like custom reports and workflows that require extra time and support. (10 reviews)
- Users face **poor customer support** , with slow responses and unresolved issues lingering for extended periods. (8 reviews)
- Users feel **ignored by customer support** and desire improved reporting functionalities for a better experience. (8 reviews)
- Inefficient Searching (7 reviews)
- Not Intuitive (7 reviews)
- Users note the need for **UX improvement** in workflows and reporting, affecting usability and overall satisfaction. (7 reviews)
- Email Issues (6 reviews)

## Redtail Technology Reviews
  ### 1. Organizational Powerhouse with Top-Notch Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Melissa S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Redtail Technology?**

I love Redtail Technology for organizing my business with workflows, notes, and all their incredible features. It ensures I don't miss meetings and provides all the important client information I need. Curtis and Aubrey make every interaction fun and understandable, answering any questions wonderfully. I absolutely love Redtail Speak for its quick and efficient communication with clients. Learning more about workflows, notes, and tags is convenient and makes doing business much easier. The initial setup was super easy.

**What do you dislike about Redtail Technology?**

My only feedback would be that on the Redtail Speak app the keyboard is not present at the bottom of the screen. I have to swipe up to type and then swipe down to see what I typed. I believe you guys are aware of this issue. I just haven't received any resolution.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology to organize my business with workflows and notes. It ensures I don't miss meetings or reviews and provides essential client information. It simplifies communication with quick and efficient Redtail Speak, making business easier.

  ### 2. Intuitive Tool Streamlining Our Daily Tasks

**Rating:** 5.0/5.0 stars

**Reviewed by:** Forest M. | Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Redtail Technology?**

I use Redtail Technology for the calendar and reminders, which is the most important thing for me. I enjoy having the app available to log in first thing in the morning and check my schedule for the day. It's great for putting in reminders for daily tasks and meetings. Uploading documents is really important, and I can pull up what I need when moving between office locations. I love the easily accessible search at the top to find a client quickly. It helps when I receive a phone call and can immediately pull up information or notes from previous conversations. Overall, I've been very happy with Redtail, and I haven't had any glitches. It's intuitive and easy to use, and setting it up was extremely easy.

**What do you dislike about Redtail Technology?**

Sometimes, when I haven't used the tasks or note area, it takes me a minute to remember where that is supposed to be or where to go for that particular thing.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology for its calendar and reminders, making my schedule easily accessible. It combines my calendar and documents, unlike using separate tools, which is a big problem solver for me.

  ### 3. Optimized for Financial Services, Stellar Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Beth B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Redtail Technology?**

I appreciate Redtail Technology for being a helpful CRM tool, especially optimized for the financial services industry. It assists from an operational standpoint by automating our processes and SOPs through workflows, allowing us to integrate multiple team members efficiently in handling our client service needs. I like the ability to customize the tool to create different users, subgroups, and teams, which lets us effectively handle tasks without unnecessary alerts bogging us down. The soft touch campaign and marketing features, along with future reminders, really enhance the soft part of our client service. Plus, their support is fantastic, consistently providing five-star assistance, whether over the phone or through the virtual app component embedded in the CRM. It's easy to get things set up when they're not in place, thanks to their bright and helpful team.

**What do you dislike about Redtail Technology?**

The top thing is gonna be the fact that all documents, both through activities where they're linked in the documents tab and through imaging, when you actually click on them, unfortunately, download to a local drive. There's too many high compliant risks in having something locally stored on a work-related PC, so we simply don't use that at this time.

**What problems is Redtail Technology solving and how is that benefiting you?**

I find Redtail Technology helps automate processes, integrates team members efficiently, and ensures clients are scheduled timely. It enhances our client service with features like non-editable compliance notes, soft touch campaign support, and future reminders while allowing effective team customization without excess alerts.

  ### 4. Intuitive CRM with Seamless Orion Integration

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ryan W. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Redtail Technology?**

What I like most about Redtail Technology is it's very intuitive. It also integrates with Orion, so I'm not doing double work. It pushes and pulls information back and forth between the two, allowing for a cohesive experience. I don't have to worry about what I need to put in one that I've already put in the other.

**What do you dislike about Redtail Technology?**

Definitely the householding. A lot of times I'll go in and I will create on the primary account holder I'll put in spouse, and I'll go ahead and fill that information in. And when you do that, it doesn't work well. So you have to go in and put each spouse in individually as a separate person and then you have to go in and on the primary person, add the spouse to the household. But yeah. So it's a little bit clunky on that. We've had some challenges with that. There have also been some challenges with some of those initial fields when we're filling them out. So we've learned to be a little bit light on filling out initial fields until we get the spouses lined up and linked together. The initial setup was easy as far as just creating your login and, and getting into the product. It was not as easy when you started adding clients to the software where there were spouses. That's where we started having some challenges.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology to keep all client communications in one place, plan for future needs, schedule meetings with alarms and reminders, and provide structured client service.

  ### 5. Dependable CRM with Customizable Workflows

**Rating:** 3.5/5.0 stars

**Reviewed by:** Luke W. | Client Excellence & Operations Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2026

**What do you like best about Redtail Technology?**

I find Redtail Technology to be a dependable and practical solution for managing client relationships and internal workflows. It is pretty easy to navigate and highly customizable, which is a big plus for me. I also like how it integrates smoothly with a lot of different financial companies that we deal with, along with portfolio management and reporting platforms. The software supports team collaboration well and provides consistent organization that we need. The workflow features are helpful, and the shared calendar, for the most part, works pretty well.

**What do you dislike about Redtail Technology?**

I think they had an internal form field, which allowed you to quickly fill out an internal form to sort a workflow. That might be helpful. Also, internal forms have had a way to collaborate within internally. To get workflow processes done. I think within the workflows, if you had an area where you could have an online form with checkboxes and input text fields, it would add structure to the internal workflows and also to preformatted notes.

**What problems is Redtail Technology solving and how is that benefiting you?**

I find Redtail Technology to be a dependable solution for managing client relationships and internal workflows. It's easy to navigate, highly customizable, integrates smoothly with financial companies, and supports team collaboration and consistent organization.

  ### 6. Centralized Client Hub, Needs AI Enhancement

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ashton P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Redtail Technology?**

I like that Redtail Technology serves as a central hub where all client information is kept. We refer to it as the bible because it's nice to have one spot for everything, like contact information, Social Security numbers, and notes on past client interactions. It's the one source we look at when trying to figure out what we've done with a client or what needs to be done. I think the initial setup was smooth as we were able to import our contacts and it worked well.

**What do you dislike about Redtail Technology?**

I think it would be better if there was some sort of AI integrated or included with the subscription.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology to keep track of client information and ensure compliance. It's helpful for meetings and taking notes, and it's our go-to source for reviewing past interactions. I like having all information in one spot, which we call the bible.

  ### 7. Efficient Client Management, Needs Bulk Improvements

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chynna H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Redtail Technology?**

I use Redtail Technology for all of our client notes, which is super helpful for keeping records of any interaction with clients. This way, we always know what was discussed the last time we spoke with them. I really like the bulk email feature because it allows us to send communications to multiple people, and it assists us a lot. Plus, we can keep the same group and update it as we go.

**What do you dislike about Redtail Technology?**

When deleting someone from a bulk group, it will delete them from the system. It would be nice to delete them from the group instead of having to go directly to their profile and losing your spot on the group.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology to keep client interaction records, so we know what was discussed last time. I value the bulk email feature for sending communications to multiple people efficiently and managing group updates.

  ### 8. Efficient Client Management with Minor Integration Glitches

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nancy H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Redtail Technology?**

I rely on Redtail Technology to organize my days and weeks, extending out to a month for planning. I appreciate the CRM features because, without them, I would have to use another tool, but it works well for me. I like that I can see everything going on with a specific client in a single view, regardless of who is working on it, which helps in my meetings with the client. I also find it helpful to see if three people are working on something for one client, adding efficiency to our client interactions.

**What do you dislike about Redtail Technology?**

The Schwab integration could use some work. It doesn't always load the paperwork the way it was designed to.

**What problems is Redtail Technology solving and how is that benefiting you?**

I rely on Redtail Technology to organize my planning, and its CRM features eliminate the need for another tool. I also like having a single view of client activities which helps streamline meetings.

  ### 9. Centralized CRM with Room for Customization

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jerry B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2026

**What do you like best about Redtail Technology?**

I use Redtail Technology as my central tech hub for running my practice. I like its ease of use as a CRM, which allows me to integrate everything from form completion to AI notes and marketing. It solves the problem of centralizing essential client data, integrating my tech stack, and being able to extract client data. The initial setup was very easy, just an Excel spreadsheet upload and done. I also appreciate that Redtail Technology is proactively improving and being a leader in the Fintech industry. The specialization to the financial industry is another strong point for me.

**What do you dislike about Redtail Technology?**

Not being able to customize certain aspects such as allowing a task to rollover daily, not just assigned to one date or time.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology to centralize client data, integrate my tech stack, and extract client information efficiently.

  ### 10. Effortlessly Customizable CRM with Excellent Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sarah N. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2026

**What do you like best about Redtail Technology?**

I really appreciate that Redtail Technology is customizable enough without needing an engineer to make changes. It's also awesome that Orion and Redtail are now partnered. I like that Redtail integrates with Orion, and I love the fact that at any point you can jump on a chat or screen-share with someone from Redtail who will walk you through whatever you need. Their one-on-one topic-specific trainers are amazing too. Plus, if you want to take a deep-dive into a particular topic, they will spend one hour with you at no extra charge. The initial setup was so easy, and I give it a 10 out of 10.

**What do you dislike about Redtail Technology?**

They could further improve on the seminars section.

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail Technology cuts down on the need to spend $50k-$70k per year customizing my CRM, offering a customizable yet user-friendly system.

  ### 11. Streamlines Client Management with Ease

**Rating:** 4.0/5.0 stars

**Reviewed by:** Claudia D. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2026

**What do you like best about Redtail Technology?**

I love that Redtail Technology allows me to create templates for both activities and workflows, so I don't need to recreate our process every time we need to complete something. I find the workflow templates, prospecting, and maintaining client info helpful in future meetings. Being a financial advisor, having a place to keep notes and stay organized is very helpful. The initial setup of Redtail Technology was very easy.

**What do you dislike about Redtail Technology?**

I wish we could automate certain tasks, like sending emails when clients complete the onboarding of accounts. And improving integration with Zocks.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology for managing client data, tracking action items, and organizing workflows. It helps keep client meetings and future tasks on track, with templates for processes and notes that keep everything organized.

  ### 12. User-Friendly but Needs More Innovation

**Rating:** 3.5/5.0 stars

**Reviewed by:** Eduardo  A. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Redtail Technology?**

I find Redtail Technology to be a friendly tool. It's easy to use, which makes it simple to input data, and it's also easy to teach new employees how to use it. The initial setup was very easy, which I appreciated.

**What do you dislike about Redtail Technology?**

We've used Redtail Technology since 2017, and I haven't seen much improvement over the years, just a change in the theme background to black. We have issues getting the reports tailored to our needs. The Client ID does not match Orion Household ID. We're actually moving to a new CRM because we found others who invested the money and time to improve their services.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology to track notes, meetings, and client workflows, keeping clean data on clients and prospects.

  ### 13. Outdated Interface and Limited Integrations Hold Redtail Back

**Rating:** 2.0/5.0 stars

**Reviewed by:** Quinlan I. | Financial Planner, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 09, 2026

**What do you like best about Redtail Technology?**

I liked how multiple people could be assigned to one task for a client. At my firm, we do a lot of teamwork, and Redtail allowed that to function smoothly. The price was also cheap because we are such a small company.

**What do you dislike about Redtail Technology?**

We did not like the look of Redtail, the interface was outdated. We also could not integrate a lot of the other platforms we use to Redtail. There was also no AI integrations that could speed up our work.

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail was solving the problem of calendar performance. We were able to see where we needed to be and when.

  ### 14. Solid CRM with Integration Perks, Needs Better Reporting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kristin R. | Partner, Health Insurance Advisor, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 24, 2026

**What do you like best about Redtail Technology?**

I like the calendar feature of Redtail Technology. It integrates well and works effectively with both sides of our companies, helping us manage our calendars and client information. It keeps everyone in one space, making coordination and collaboration smoother.

**What do you dislike about Redtail Technology?**

Running reports is not good. I would say that is the weakest part. When you pull a report NO MATTER what filters you put on it will pull information that you did not request.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology to manage our data and client information, helping us with scheduling and keeping everyone in one space.

  ### 15. User-Friendly CRM with Strong Integrations

**Rating:** 4.0/5.0 stars

**Reviewed by:** Keaton S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Redtail Technology?**

I enjoy using Redtail Technology as a CRM solution, especially for taking meeting notes and managing KYC information. I find it easy to use, thanks to its simple interface, which contrasts nicely with Salesforce for its simplistic approach. The integrations are a big plus for me, allowing other software and websites to link to the CRM, which helps in managing account data and keeping our clients organized. The initial setup was easy, making it a smoother experience overall.

**What do you dislike about Redtail Technology?**

I experience occasional issues with back end integration links breaking.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology for its easy-to-use CRM and simple interface. It's simplistic compared to Salesforce and offers great integrations, which help manage account data and keep clients organized.

  ### 16. Seamless CRM with Robust Email Tracking

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tracy G. | CFP(R), Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Redtail Technology?**

I find the CRM simple and robust, particularly appreciating how it tracks all emails. The integrations are very effective. My staff likes the ease of use, which is really important to us. I use it for capturing and sending out emails, and it's seamless to incorporate Gorilla marketing tools. The initial setup was seamless, which made the transition easy.

**What do you dislike about Redtail Technology?**

I find the consolidated assets and tracking of policies on the Life Side could be improved. It would be helpful to have reports that notify me when policies mature and send reminders.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology to track appointments, send emails, and manage client CRM efficiently. It's simple, robust, and integrates well, making it easy for the staff.

  ### 17. Effortless Workflow Management, Easy to Use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Eleonora T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2026

**What do you like best about Redtail Technology?**

I like Redtail Technology for its ease of use, which makes it straightforward to manage tasks. I appreciate the workflows feature, as it helps keep projects moving forward and keeps staff informed about progress. Additionally, the ability to track where we are with client onboarding or investment meetings is invaluable. I found the initial setup to be very easy, which was a big plus.

**What do you dislike about Redtail Technology?**

I would like it to have some report templates for best practices

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology to maintain communication with my staff and clients, and organize work to avoid missing tasks. It helps track client onboarding and investment meetings, ensuring projects move forward and staff stay informed.

  ### 18. Efficient Contact Management with Robust Integrations

**Rating:** 4.0/5.0 stars

**Reviewed by:** yesenia d. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Redtail Technology?**

I like using Redtail Technology for mailings, workflows, and integrations. It's efficient in helping me send out mailings by putting together and exporting client data. The initial setup was very easy, which was great.

**What do you dislike about Redtail Technology?**

I find the integrations with Google Calendar and other systems we use could be improved. There's sometimes a lag in the information that syncs over, and for Orion, contact pairing has to be done one by one.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology for efficient contact management and integrations. It helps with client information retention and simplifies sending out mailings by compiling and exporting client data. I appreciate its workflows and integrations, but Google Calendar sync can lag.

  ### 19. New User Experience: Promising but Challenging Transition

**Rating:** 2.5/5.0 stars

**Reviewed by:** Laura R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2026

**What do you like best about Redtail Technology?**

I like that in Redtail Technology you can see individual members within the household and quickly integrate between the households. I'm also looking forward to eventually being able to link it directly with Orion software.

**What do you dislike about Redtail Technology?**

I'm having a hard time integrating the Redtail calendar with our Outlook calendar. Also, being able to see client history notes with email all in the same easy-to-read spot would be great. The initial setup was difficult.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology for managing client databases and recording client notes. I also like how it allows quick integration between household members. However, I'm still figuring out its potential and having difficulty integrating its calendar with Outlook.

  ### 20. User-Friendly with Robust CRM Capabilities

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brett G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Redtail Technology?**

I use Redtail Technology for CRM and appreciate how it serves as a single source to get all data from clients. I like its ease of use, the pre-built programs and paths that make my day-to-day work easy, and the way it simplifies data entry. The initial setup was easy too.

**What do you dislike about Redtail Technology?**

I don't like how email inside Redtail Technology is clunky, that's why we don't use it. The reporting is so robust that it's almost overwhelming.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology as a single source to get all data from clients. It's easy to use, with pre-built programs and paths that simplify my daily tasks and make data entry easier.

  ### 21. Redtail customer for life

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steve S. | Advisor Relations, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 18, 2025

**What do you like best about Redtail Technology?**

Ease of use to stay organized..The contact list is the best.

**What do you dislike about Redtail Technology?**

Login experience is difficult. Not sure how to make it easier.

**What problems is Redtail Technology solving and how is that benefiting you?**

Keeping our clients and vendors all in one place.

  ### 22. Streamlined Organization, Simple Setup

**Rating:** 5.0/5.0 stars

**Reviewed by:** guy g. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Redtail Technology?**

I really appreciate how Redtail Technology keeps everything organized and saves on payroll by not needing someone else to take notes. The flow charts and tasks are incredibly helpful for maintaining the flow of the office and having everything in one place. I like how it pairs well with Jump. The initial setup was very easy and simple, which made getting started a breeze.

**What do you dislike about Redtail Technology?**

Update the calendar please

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail Technology keeps everything organized and saves on payroll by removing the need for a dedicated note-taker. I use flow charts and tasks to help with office workflow, keeping everything in one place.

  ### 23. Overall Great Product

**Rating:** 4.0/5.0 stars

**Reviewed by:** Luke V. | Financial Advisor, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 28, 2025

**What do you like best about Redtail Technology?**

It's very comprehensive. There is a lot of data points you can track about clients, prospects, centers of influence, events, seminars, etc. It's a data lovers dream. Workflows are very powerful. I think the pricing is more suitable for teams as well compared to similar services. The UI updates over the past year or so have been really great and modernized Redtail. It's become much easier to use with several integrations for our broker-dealer and other software services.

**What do you dislike about Redtail Technology?**

I really wish we could upload a client via Excel template. It's apparently possible by sending to Redtail, and this may have been updated, but we do a lot in Excel. Being able to import contacts via Excel would be such a game changer. Although the app is very comprehensive, it can feel kinda clunky and slow at times.

**What problems is Redtail Technology solving and how is that benefiting you?**

Data management, event management. It helps keep track of notes, events, etc. I love that I can create a new and quickly add an event to it.  It's little things like that we use to expedite processes.

  ### 24. Data Flow Across Orion Ecosystem with Strong Native Integrations

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 02, 2026

**What do you like best about Redtail Technology?**

It helps with passing data to and from the Orion ecosystem, and I also like all of the native integrations it connects to.

**What do you dislike about Redtail Technology?**

There’s still work to do to ensure all data stays cohesive across Orion’s ecosystem, including Orion Risk Intelligence, the client portal, planning, and related tools.

No firm level insights or way to make standardized workflows for partner offices currently.

**What problems is Redtail Technology solving and how is that benefiting you?**

It gives the advisor the ability to stay on one platform and access their tools across the ecosystem, without having to jump in and out of different sites or browser tabs to navigate.

  ### 25. Consolidates Client Data, Needs Better Document Management

**Rating:** 4.0/5.0 stars

**Reviewed by:** Demitra V. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2026

**What do you like best about Redtail Technology?**

I like Redtail Technology for its easy access to the calendar and the ability to schedule meetings, add clients, and add notes. It's really nice to have everything in one spot and accessible.

**What do you dislike about Redtail Technology?**

Document storage isn’t very organized. Yes, you can tag things, but it would be nice to have things in folders or something. Less overwhelming.

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail Technology allows us to access years of notes in one spot, which is good for compliance. It's easy to access the calendar, manage meetings, add clients and notes. Everything is in one spot and accessible, making things less overwhelming.

  ### 26. Effortless Workflows, Strong CRM Capabilities

**Rating:** 5.0/5.0 stars

**Reviewed by:** Candy C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Redtail Technology?**

I love the workflows in Redtail Technology; they're easy to build and let us create procedures where multiple people are involved. The initial setup of Redtail Technology was easy too.

**What do you dislike about Redtail Technology?**

I don't like that Redtail Technology doesn't talk to Eclipse and has a shallow integration with Orion. It would be nice to send trade instructions directly to Eclipse, and some integrations with Orion are time-consuming to set up.

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail Technology helps manage client meetings, annual reviews, and contact info. I love the easy-to-build workflows that let us create procedures involving multiple people.

  ### 27. Intuitive CRM with Essential Email Integration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Travis S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Redtail Technology?**

I find the UI of Redtail Technology very easy to navigate. The email logging and integration have been incredibly beneficial, once even helping me save from a lawsuit due to proper documentation. Being able to consolidate and track emails, as well as share them with my team, allows for a team approach.

**What do you dislike about Redtail Technology?**

Transferring from another CRM to Redtail was difficult (albeit we did it).

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology to store client data, sort communications, and segment our client base. It consolidates and tracks emails, enabling team collaboration and documenting critical information effectively.

  ### 28. Effortless CRM with Essential Features

**Rating:** 5.0/5.0 stars

**Reviewed by:** rob o. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2026

**What do you like best about Redtail Technology?**

I like how Redtail Technology manages client contact data and notes very well. I also appreciate that activities link to contacts and team members, which is really handy. Plus, it synchs seamlessly with Redtail Speaks, making communication with clients easier. Lastly, I found the initial setup to be very easy.

**What do you dislike about Redtail Technology?**

I wish Redtail Speaks could send group texts. Redtail Speaks needs a group text function.

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail Technology manages client contact data and notes well, links activities to contacts and team members, and syncs with Redtail Speak, enhancing communication and organization.

  ### 29. Easy CRM with Frequent Updates, Enhances Client Efficiency

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrew S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Redtail Technology?**

I like Redtail Technology for its easy-to-use interface and frequent updates. We also appreciate Speak, as it really frees up our time to be more efficient and effective for our clients. The initial setup of Redtail Technology was very easy, just requiring an adjustment to understand how to use the new tool.

**What do you dislike about Redtail Technology?**

I wish suggested updates would be acted on sooner.

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail Technology helps with data storage and organization. It has an easy-to-use interface and frequent updates, allowing us to be more efficient and effective for our clients.

  ### 30. You Get What You Pay For

**Rating:** 0.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 22, 2026

**What do you like best about Redtail Technology?**

I like that we're getting away from Redtail.

**What do you dislike about Redtail Technology?**

Update 4/28/2026: Even after contacting the email that was provided to "make things right" I still haven't heard from anyone. Pathetic customer service. Unless you are a well-versed do-it-yourselfer, keep a wide birth and find another CRM solution.

**What problems is Redtail Technology solving and how is that benefiting you?**

It's a half-assed CRM that stores information. Beyond that, not much.

**Official Response from Becca Perkins:**

> Hi there, I'm sorry that you've had this experience. I'm not able to see your name so please email me rebecca.perkins@orion.com so that we can make this right for you. 

  ### 31. Seamless CRM Integration and Easy Setup

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kyle W. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Redtail Technology?**

I like how easy Redtail Technology is to use and how it integrates seamlessly with my tech stack, including our financial planning software, eMoney. The initial setup was very easy as well, which was a big plus.

**What do you dislike about Redtail Technology?**

I would like an AI note-taking capability within Redtail.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology for note-taking captures, follow-up tasks, workflows, and client database management. It integrates with our financial planning software eMoney and myRepChat, making it valuable for ease of use and supporting multiple integrations with my tech stack.

  ### 32. Intuitive and Seamless CRM Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Grace R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Redtail Technology?**

I like Redtail Technology because it's friendly software and has everything I need on the first page. It helps me keep track of all new accounts and updates automatically, making it easy to find all the information I need. So far, everything works good with it.

**What do you dislike about Redtail Technology?**

nothing

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology to keep our clients' information, track all new accounts, and it updates automatically. It's friendly software, has everything on the first page, and I can find all the information I need easily.

  ### 33. Effortless CRM with Advanced Features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeffrey S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Redtail Technology?**

I like Redtail Technology for its ease of use, which makes things straightforward for me. I really appreciate the ability to find information quickly about my clients. It's also easy to set up, which was a big plus for me. The CRM system seems more advanced compared to others I have used.

**What do you dislike about Redtail Technology?**

nothing at this moment

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail Technology solves issues with calendar management, client tracking, and account aggregation. It is easy to use, and I can find information about my clients quickly.

  ### 34. Streamlined CRM with Efficient Client Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dream F. | Head of Business Process Automation and Enablement, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Redtail Technology?**

I like Redtail Technology's easy-to-use interface and how well Speak works. I also appreciate the frequent updates. These features help us serve our clients quickly and efficiently. The initial setup was very easy, and the only thing we needed was an adjustment to using the system.

**What do you dislike about Redtail Technology?**

I don't like that update suggestions are not processed quickly enough.

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail Technology helps with data storage and organization, and its easy-to-use interface and Speak feature allow us to serve clients quickly and efficiently.

  ### 35. Redtail is Extremely Helpful for our Office

**Rating:** 4.5/5.0 stars

**Reviewed by:** Elisa B. | Director of Client Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 28, 2025

**What do you like best about Redtail Technology?**

The most helpful tool for me in Redtail is the daily activities.  It helps me to stay on track and know exactly what I need to work on each day.  It's also great to have all of our clients' information available with ease.

**What do you dislike about Redtail Technology?**

The only downside of using Redtail that I can think of is that it can be a little confusing when running a quick list or tag group, but when this happens, I call support and they are very helpful explaining how to perform the search.

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail is a great tool for having all of our client information available in one spot.  I appreciate being able to pull up a client, have all of their information and notes at our fingertips, and to be able to run common tasks easily.

  ### 36. User-Friendly with Room for Task Management Improvements

**Rating:** 3.5/5.0 stars

**Reviewed by:** Amy H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Redtail Technology?**

I like that Redtail Technology is easy to use and integrates with our custodian. The account opening workflow is particularly valuable.

**What do you dislike about Redtail Technology?**

I find the task management workflows in Redtail Technology could be improved. I'd like a better way to view and manage tasks throughout our team, possibly with a project-based process.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology for CRM, contact management, scheduling, and task management. It's easy to use and integrates well with our custodian, particularly for the account opening workflow.

  ### 37. User-Friendly CRM with Comprehensive Features

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jennifer L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2026

**What do you like best about Redtail Technology?**

I like Redtail Technology's calendar and document storage as they are easy to use and user-friendly. I also appreciate that I used to pay for document storage, but now it's included in my Redtail Technology subscription, which is quite beneficial.

**What do you dislike about Redtail Technology?**

I find tasks hard to follow and tagging groups could be easier.

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail Technology holds our client data and documents, keeps track of advisor-client meetings and notes, and I appreciate the included document storage in my subscription.

  ### 38. Efficient CRM with Great Integration, Minor Speed Issues

**Rating:** 5.0/5.0 stars

**Reviewed by:** richard m. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2026

**What do you like best about Redtail Technology?**

I like that Redtail Technology helps me keep great notes and integrates well with other companies like LaserApp and Jump, which saves me a lot of time. The initial setup was also very easy.

**What do you dislike about Redtail Technology?**

I don't like that it can be slow, especially when going from client to client.

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail Technology helps with contact management and keeping great notes. It integrates with other companies like LaserApp and Jump, which saves me a lot of time.

  ### 39. Perfect Monitoring and ROI Tracking

**Rating:** 4.5/5.0 stars

**Reviewed by:** Fernando M. | Senior Investment Solutions Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Redtail Technology?**

I like that Redtail Technology brings our entire database into one interface and breaks it out into different opportunities. It helps us track ROI and opportunities and track opportunities with each individual client.

**What do you dislike about Redtail Technology?**

Nothing

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology for back office advisor monitoring. It helps us track pipeline and opportunities. I like that it consolidates our database into one interface, breaks it into different opportunities, and tracks ROI and opportunities individually with each client.

  ### 40. Efficient CRM but Needs Better Email Syncing

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tammie  H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Redtail Technology?**

I like how easy it is to get to client information, create reports, and access imaging with Redtail Technology.

**What do you dislike about Redtail Technology?**

I dislike the email syncing issues with Redtail Technology. There have been numerous times that our emails have not shown up, which is quite frustrating. Including risk also doesn't work as well as it could.

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail Technology solves email syncing issues, and makes it easy to access client information, create reports, and access imaging.

  ### 41. Helpful and Hopeful

**Rating:** 4.0/5.0 stars

**Reviewed by:** Claire S. | Chief Operating Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 28, 2025

**What do you like best about Redtail Technology?**

I really like how easy Redtail is to use. I like how everything integrates. I like the different activities, workflows, accounts, notes, etc. Redtail is perfect for our boutique firm.

**What do you dislike about Redtail Technology?**

I wish it was more customizable and I wish the integrations were more in depth. Like if I update an email for my client, it flows to Mail Chimp. Or, if I add/remove someone to a Mail Chimp tag group, it does that action automatically.

**What problems is Redtail Technology solving and how is that benefiting you?**

Client management software, account management software, task workflow, notes vault. Redtail helps us stay accurate for our clients. I love how it is a one stop shop. I am constantly on the phone with a client and navigating throughout Redtail to speak accurately (instead of multiple spreadsheets or portals online).

  ### 42. User-Friendly CRM with Room for Sales Tracking Improvement

**Rating:** 5.0/5.0 stars

**Reviewed by:** Deuces 2. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Redtail Technology?**

I like Redtail Technology for its ease of use and the consistency of its layout. The consistent layout makes it easy to train new clients, customers, and employees. The format helps streamline the process when people are getting started, which is a big plus.

**What do you dislike about Redtail Technology?**

Tracking of specific product sales and sales tracking needs a little more work.

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail Technology helps with communication and keeping up with client documentation and data.

  ### 43. Easy-to-Use, Adaptable CRM That Fits Our Firm’s Needs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Robin T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2026

**What do you like best about Redtail Technology?**

After having used SalesForce previously, I appreciate the ease of use of Redtail. I love the ability to make adaptations for our firm's needs and ease of use.

**What do you dislike about Redtail Technology?**

I would love to see some improvements to being able to track successful contacts in a more effective way.

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail is making sure our tasks are well-organized and all members of our team are informed on all items for the clients.

  ### 44. The Single Biggest and Most Important Component to My Tech Stack

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steven A. | Partner/Wealth Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 11, 2025

**What do you like best about Redtail Technology?**

Redtail is the biggest and most important component to my tech stack bar none. I use it every day for everything. It keeps me operating at the highest professional level and continues to amaze and adapt. From the start with notes and contact information but has evolved to email and txt messages being captured, it has also allowed me to be completely paperless with document storage. 99.99% of the time their system is working as expected and controls many other aspects of my business. On the rare occosion when you have to call for any type of support or problem, you are always met with a knowledgeable and patient customer service person. Redtail integrates easily integrates with almost every program I use flawlessly. Many years ago, it took time to implement but that investment has paid dividends over the years.

**What do you dislike about Redtail Technology?**

Whenever there is a small change or tweak that I would like to see implemented, it has to go to a committee to decide and never have I seen any of the viable suggestions implemented.

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail solves the problem of trying to remember, capture, and retain information.

  ### 45. CPO

**Rating:** 4.0/5.0 stars

**Reviewed by:** Janelle T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Redtail Technology?**

I really like that Redtail Technology is easy to use, especially for someone who isn't super tech savvy. The initial setup was very easy as well.

**What do you dislike about Redtail Technology?**

Sometimes things are hard to find. Not always are things straightforward when trying to find where they should be located.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology for CRM managing and maintaining client info, and it helps me track tasks with my ops team.

  ### 46. Great CRM for our firm!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sarah D. | Administrative Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 26, 2025

**What do you like best about Redtail Technology?**

I love the easy search functions and reporting options. I use Redtail as the Administrative Coordinator for a CPA firm and it is wonderful being able to grab clients and pertinent information with ease. I also love the integrations with our other software.

**What do you dislike about Redtail Technology?**

There isn't one thing that I dislike about Redtail. One feature that was annoying was the chat box on the lower right corner blocking information, however, we were heard and it was moved. So again, nothing to dislike. In fact it is appreciated that feedback submissions are important enough to impact changes.

**What problems is Redtail Technology solving and how is that benefiting you?**

When needing to view how all team members have communicated with a client and ensure consise streamlined information, we love the email history function.

  ### 47. All-in-One CRM Solution with Streamlined Workflow

**Rating:** 5.0/5.0 stars

**Reviewed by:** Wes  H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Redtail Technology?**

I like how Redtail Technology simplifies workflows and keeps document archives all in one spot, which helps with efficiencies in team workflow and data management. The initial setup was easy, making it convenient to get started.

**What do you dislike about Redtail Technology?**

Integrations with insurance would be nice.

**What problems is Redtail Technology solving and how is that benefiting you?**

I use Redtail Technology for CRM, improving team workflow and data efficiency. It simplifies our workflows and document archives, centralizing everything in one spot.

  ### 48. Effortless Client Management and Growth Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** William W. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Redtail Technology?**

I like Redtail Technology because it's very easy to use and teach our colleagues, especially as we grow. The initial setup is also very easy.

**What do you dislike about Redtail Technology?**

Redtail could utilize more AI.

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail Technology helps us solve organization issues as we grow with client data. It's very easy to use and teach our colleagues, aiding data management and client account aggregation.

  ### 49. User-Friendly CRM with Effective Workflows

**Rating:** 4.0/5.0 stars

**Reviewed by:** Josh S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Redtail Technology?**

I find Redtail Technology to be a user-friendly CRM. I like the note section and workflows, as they help me keep track of client activities.

**What do you dislike about Redtail Technology?**

There isn't anything I don't like about it right now.

**What problems is Redtail Technology solving and how is that benefiting you?**

Redtail Technology helps me keep track of client activities with its note section and workflows. It's user-friendly and seamlessly supports my CRM needs.

  ### 50. Great tool that keeps getting better!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Andrew B. | COO, Financial Advisor, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 21, 2025

**What do you like best about Redtail Technology?**

Redtail is well-designed to meet the specific needs of our industry. Very little customization is needed in order for it to perfectly fit what we need from it. The interface is intuitive, and they seem committed to continually improving the product. It has become an essential part of my daily work.

**What do you dislike about Redtail Technology?**

I am sure I am not using even 40% of its functionality, but I often don't know where to start in trying to learn and unlock that other 60%. Though that really falls on me, as I don't have much time avaialble to commit to this effort.

**What problems is Redtail Technology solving and how is that benefiting you?**

Staying on top of tasks, both now and in the future. Securely maintaining client information.


## Redtail Technology Discussions
  - [Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?](https://www.g2.com/discussions/will-you-now-or-in-the-future-provide-rmd-calculations-for-retirement-and-inherited-accounts) - 1 comment, 1 upvote
  - [What is Redtail Imaging used for?](https://www.g2.com/discussions/what-is-redtail-imaging-used-for) - 1 comment

- [View Redtail Technology pricing details and edition comparison](https://www.g2.com/products/redtail-technology/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+21%3A00%3A01+-0500&secure%5Bsession_id%5D=2129e63b-aceb-4fd3-ac1c-fcf7933b0202&secure%5Btoken%5D=ae2b7bd3cc2e34bffb4f4df697a442829bf32759c825bccf98748d518a833518&format=llm_user)
## Redtail Technology Integrations
  - [1st Global: Identity Server](https://www.g2.com/products/1st-global-identity-server/reviews)
  - [Asset-Map](https://www.g2.com/products/asset-map/reviews)
  - [Black Diamond Wealth Platform](https://www.g2.com/products/black-diamond-wealth-platform/reviews)
  - [Constant Contact](https://www.g2.com/products/constant-contact/reviews)
  - [Docusign](https://www.g2.com/products/docusign/reviews)
  - [Docusign CLM](https://www.g2.com/products/docusign-clm/reviews)
  - [eMoney](https://www.g2.com/products/emoney/reviews)
  - [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews)
  - [Envestnet Wealth Management Platform](https://www.g2.com/products/envestnet-wealth-management-platform/reviews)
  - [eWealthManager by AssetMark](https://www.g2.com/products/ewealthmanager-by-assetmark/reviews)
  - [FireLight](https://www.g2.com/products/firelight/reviews)
  - [GReminders](https://www.g2.com/products/greminders/reviews)
  - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews)
  - [Jetpack Workflow](https://www.g2.com/products/jetpack-workflow/reviews)
  - [Jump](https://www.g2.com/products/jump-2025-03-13/reviews)
  - [Kwanti Analytics](https://www.g2.com/products/kwanti-analytics/reviews)
  - [Levitate](https://www.g2.com/products/levitate/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [MyRepChat](https://www.g2.com/products/myrepchat/reviews)
  - [Orion](https://www.g2.com/products/orion-2025-02-03/reviews)
  - [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews)
  - [Orion Compliance](https://www.g2.com/products/orion-compliance/reviews)
  - [Orion Planning](https://www.g2.com/products/orion-planning/reviews)
  - [Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews)
  - [RightCapital](https://www.g2.com/products/rightcapital/reviews)
  - [Schwab Compliance Technologies](https://www.g2.com/products/schwab-compliance-technologies/reviews)
  - [SEI Asset Management](https://www.g2.com/products/sei-asset-management/reviews)
  - [Tolerisk](https://www.g2.com/products/tolerisk/reviews)
  - [Zillow](https://www.g2.com/products/zillow/reviews)

## Redtail Technology Features
**Text Messaging**
- Bulk SMS
- Two-Way Text Messaging
- Text Scheduler
- Automatic Replies
- Automatic URL Shortening
- MMS Marketing
- Personalization
- Transactional SMS

**Functionality**
- Compatibility
- Sort and Filter
- Conversion

**Management**
- Disaster Recovery
- Remote Backup
- Storage Formats
- Scheduled Backups
- On-Demand Restoration

**Content**
- Automation

**Usability**
- Batch Handling
- Automated Scheduling
- Granular Retention Management

**Reporting**
- Activity Monitoring
- Documentation
- Alerts/Notifications

**Reliability**
- Cloud-to-cloud Backup
- Address detection
- Security

**Security**
- Data Encryption
- Security and Compliance
- Deduplication 

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging

**SMS Platform**
- Reporting
- Automation
- White Label
- Text-to-Landline
- Short Codes
- API Integration

**Agentic AI - Email Backup**
- Autonomous Task Execution
- Cross-system Integration
- Proactive Assistance
- Decision Making

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics

**Agentic AI - SMS Marketing**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management

**Agentic AI - Financial Services CRM**
- Decision Making

## Top Redtail Technology Alternatives
  - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews)
  - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - 4.6/5.0 (109 reviews)
  - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews)