# 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 love the **ease of use** of Redtail Technology, facilitating seamless integration and effective client management. (83 reviews) - Users appreciate the **seamless integration** of Redtail Technology with various platforms, enhancing client management and workflows. (39 reviews) - Users value the **seamless integrations** of Redtail Technology, enhancing their ability to manage data and client relationships effectively. (32 reviews) - Users commend Redtail Technology for its **excellent customer support** , highlighting prompt assistance and knowledgeable service agents. (25 reviews) - Users praise Redtail Technology for its **easy initial setup** , enhancing the overall experience and usability. (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 a lack of **import options for Excel** , which limits efficient client upload capabilities in Redtail Technology. (18 reviews) - Users find the **limited features** of Redtail Technology frustrating, particularly regarding search capabilities and customer service support. (12 reviews) - Users face **integration issues** due to broken links and difficulties syncing with company information effectively. (11 reviews) - Users find the **learning curve steep** for advanced features, requiring additional time and support to master. (10 reviews) - Users experience **poor customer support** , with slow response times and unresolved issues causing frustration and dissatisfaction. (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. The best CRM I ever used! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** I love that it have workflow that ensure we complete every necessary steps, convient to add task automatically after log a note, and the best is ability to view everyone's scheudle in one place. **What do you dislike about Redtail Technology?** I dont like that it doesnt link to spouse automatically while logging a note. We like to have all notes in one place without switching client's name to find information in notes that we need. **What problems is Redtail Technology solving and how is that benefiting you?** We needed everything to be in one place and also ability to see all communication between us and clients. Redtail does have that! ### 2. CRM for Advisors **Rating:** 5.0/5.0 stars **Reviewed by:** Adam C. | Vice President, Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** Redtail makes it very easy for me to keep information in one place. Whether looking at one household or all of my business together, I can get to the info I need quickly and easily. **What do you dislike about Redtail Technology?** I dislike that I am not able to go in and edit notes that have been created. **What problems is Redtail Technology solving and how is that benefiting you?** Data aggregation ### 3. Single Most Effective Addition to the Business in 20 years **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** EVERYONE is on the same page, sharing contact and other information. No more sticky notes, missed voicemails, or communication issues. Trackable, verifiable, efficient. **What do you dislike about Redtail Technology?** Takes a minute to get used to BUT help is EVERYWHERE..... if you are hesitating adopting Redtail, you are losing out....embrace soon, embrace in-depth and pat yourself on the back later for you have fundamentally changed your business for the good, better, and best. Not a day goes by we are not ESTATIC we found Redtail. **What problems is Redtail Technology solving and how is that benefiting you?** Mis-communication and not capturing contact information effiecenetly. Gone. We God this, now! ### 4. Retail is SO efficient! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** That i can store not just all my work passwords but my personal everyday passwords as well! **What do you dislike about Redtail Technology?** too many tabs once you ahve more than one company listed so if there was a better format or structutre that could also be esthetically pleasing **What problems is Redtail Technology solving and how is that benefiting you?** Allowing to store ALL passwords in one location ### 5. Easy and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Sol S. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Redtail Technology?** Easy to use and efficient in managing contacts and calendar **What do you dislike about Redtail Technology?** Email attachments that are journal have to be looked up in the document section. Would like to be able to link to the attachments from the emails that are saved. **What problems is Redtail Technology solving and how is that benefiting you?** Complete data capture from client notes, emails and notes ### 6. CA Review of RedTail **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2025 **What do you like best about Redtail Technology?** The ease of using it and how helpful it is in everyday processes and workflow **What do you dislike about Redtail Technology?** Haven't found anything at this time that has been a problem **What problems is Redtail Technology solving and how is that benefiting you?** Helps in our industry for an SEC audit ### 7. Great contact mgmt, but needs to ad AI **Rating:** 4.0/5.0 stars **Reviewed by:** Jay G. | Financial Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2025 **What do you like best about Redtail Technology?** intuitive and ease of use, however it needs a new AI compnent. **What do you dislike about Redtail Technology?** sometimes it seems like info or functionality is buried deep into the program **What problems is Redtail Technology solving and how is that benefiting you?** it helps me keep all my contact info in one plalce, send email and letter campaigns and also retain notes about cleint accounts. ### 8. Key Features of CRM **Rating:** 5.0/5.0 stars **Reviewed by:** LAURIE G. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** Contact Management and tracking of all communications Integrating with Snappy Kraken **What do you dislike about Redtail Technology?** Email archiving and opportunity to have more than one domain linked to account **What problems is Redtail Technology solving and how is that benefiting you?** Integration with other social media tools Centralizes contact details for clients and allows us to have a history and timeline for client communications ### 9. Customer Service is knowledgable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** Occasionally, I have had to change computers or set up email accounts for new employees and absolutely rely on customer service to help. Sometimes when I haven't run a particular report, it's nice to just be able to call and have someone guide me through. In general , it is very easy to run Reports. **What do you dislike about Redtail Technology?** The only thing I don't like is that Retriever for Imaging is no longer available for use. **What problems is Redtail Technology solving and how is that benefiting you?** Exellent CRM, easy for all staff to access and record notes ### 10. Great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Chris W. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** They are always easily accessible and willing to help complete any issues that arise. Very friendly and easy to work with and consistent communication after the help is needed **What do you dislike about Redtail Technology?** Nothing that i dislake about Redtail Technology **What problems is Redtail Technology solving and how is that benefiting you?** Email problems are the most frequent ### 11. Review **Rating:** 4.0/5.0 stars **Reviewed by:** John R. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Redtail Technology?** Ease of use. I can make notes and lookup phone numbers easily. **What do you dislike about Redtail Technology?** It is harder to sync with my company's information. I wish it would update automatically. **What problems is Redtail Technology solving and how is that benefiting you?** I am able to make notes and keep up with my clients seamlessly. ### 12. Excellent CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie M. | Registered Administrative Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2025 **What do you like best about Redtail Technology?** It is user friendly and very easy to use and navigate. **What do you dislike about Redtail Technology?** Can't re-open workflows once they have been completed. This would be useful if it was completed in error. **What problems is Redtail Technology solving and how is that benefiting you?** Keeping track of our work and clients ### 13. Reliable CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Ryan M. | Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** Able to integrate with many Financial planner software. Fairly simple to use and keep organized. **What do you dislike about Redtail Technology?** Customer service is usually not very helpful. No marketing features **What problems is Redtail Technology solving and how is that benefiting you?** Organizing client data in one place, integrates with other software and can export data ### 14. Redtail Review **Rating:** 5.0/5.0 stars **Reviewed by:** Akil D. | Investment Adviser Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** I like the userability and functionality **What do you dislike about Redtail Technology?** can be not as progressive at times. I wish it had more features that will help in my business **What problems is Redtail Technology solving and how is that benefiting you?** The ability to document and brain dump inside a CRM. Communication with my team ### 15. Professional, great service and a product geared toward financial and/or insurance professionals **Rating:** 5.0/5.0 stars **Reviewed by:** Terrilyn B. | Investment Advisor Reprensentative, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** Redtail is always working to keep their product updated with all the changes that occur in our business. They are very responsive if we need guidance. **What do you dislike about Redtail Technology?** Downside of Redtail is that there are so many changes and it is hard to keep up with them. In addtion, i don't beleive we are utilizing all we could with what Redtail has to offer as we probably need more training. **What problems is Redtail Technology solving and how is that benefiting you?** Keeps everything organized and backed up. ### 16. Very efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Genesis M. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** Easy to navigate and easy to track within a team **What do you dislike about Redtail Technology?** I think there could be more integrations and easier access to recover accidentally deleted tasks. **What problems is Redtail Technology solving and how is that benefiting you?** Calendar management and tracking tasks ### 17. Redtail Is A Great Service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** Redtail is quick to communicate issues and their support staff is always available **What do you dislike about Redtail Technology?** I do feel their services do have somewhat frequent issues **What problems is Redtail Technology solving and how is that benefiting you?** Easily finding all clients information ### 18. Enjoy using Redtail **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** It incorporates so many aspects of my business in one place. **What do you dislike about Redtail Technology?** Would like more flexibility in organizing the home page to my preferences. **What problems is Redtail Technology solving and how is that benefiting you?** It pulls in all of my client account information from various locations so I can view everything in one spot. There are convenient links directly to client account custodians from my client's page. Syncing with Google calendar is helpful. ### 19. Experiences with Redtail CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** Its a great way to keep you business in line with creating tasks and workflows so things do not fal throught the cracks Its great fro running reports off tag groupd and UDF's and Keywords Customer support is very efficient We operate our whole line of business through the CRM database **What do you dislike about Redtail Technology?** I know we have a few but cant think of them now -- I can follow up with an email but not a lot -- for the most part it rund very good **What problems is Redtail Technology solving and how is that benefiting you?** with the tasks - templates etc it helps us keep accountability and completion of business ### 20. Redtail is a solid company with easy solutions for Business **Rating:** 4.5/5.0 stars **Reviewed by:** Barrett B. | Wealth Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** Works, support is available if needed. Solid platform. **What do you dislike about Redtail Technology?** Sometimes help line can be a bit of a wait. **What problems is Redtail Technology solving and how is that benefiting you?** Imaging is making compliance easier. ### 21. Does the required work **Rating:** 3.5/5.0 stars **Reviewed by:** Hyder Nihal A. | Assoc. Vice President and Financial advisor at White Knight Strategic Wealth Advisors, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Redtail Technology?** Convenient to use, easy and simple tool. **What do you dislike about Redtail Technology?** Nothing for me, so far. I dont know what else **What problems is Redtail Technology solving and how is that benefiting you?** Just using for Contacts ### 22. customer from beginning **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** It is good technology in theory, but we only need the basic features. **What do you dislike about Redtail Technology?** They are not attentive to their loyal clients who have been with them for over a dozen years and try to upsell them and take away features they had from the beginning. **What problems is Redtail Technology solving and how is that benefiting you?** We like that the email history is saved in the client folders automatically ### 23. I love all of the features. **Rating:** 5.0/5.0 stars **Reviewed by:** Jakob H. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Redtail Technology?** The holistic options from opportunites, to notes, to activites. **What do you dislike about Redtail Technology?** Maybe the workflows aspect and email system. **What problems is Redtail Technology solving and how is that benefiting you?** Organization. ### 24. Best CRM Around **Rating:** 5.0/5.0 stars **Reviewed by:** Melanie O. | Registered Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** With Redtail, I am fully organized and ready for my day. **What do you dislike about Redtail Technology?** Not a thing. Staff is great and helpful. I love how it keeps my day in order. I always know what is coming up and how to prepare for each day. **What problems is Redtail Technology solving and how is that benefiting you?** I love the calendar and how you can create activities for you and your coworkers ### 25. Redtail review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** What I like best is the use of use when I use it **What do you dislike about Redtail Technology?** What I dislike about Redtail technology is how to coordinate the calendar with the day you **What problems is Redtail Technology solving and how is that benefiting you?** The problem that is solving is how to keep track of customer, interactions and rationale for investments ### 26. Easy to work with **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Redtail Technology?** Redtail is very user friendly and has a lot of the things I need to easily record work items, emails, calendar, etc. **What do you dislike about Redtail Technology?** Not easy to pin notes or save important info at the top, where you can find it easily for new hiresl **What problems is Redtail Technology solving and how is that benefiting you?** Easy to use and document ### 27. Redtail CRM review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** It is useful to document activities with clients. It's especially helpful when I can dictate the notes into my phone **What do you dislike about Redtail Technology?** I do not understand about the training component, so I likely am not getting the full value for my money. **What problems is Redtail Technology solving and how is that benefiting you?** It helps me maintain good real time notes ### 28. CRM Usage **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** I enjoy RedTail vs others like Salesforce. It is less bulky and smoother compared to the larger, more streamlined CRM softwares. **What do you dislike about Redtail Technology?** Could have a more friendly UI. Updating that would make it even better. **What problems is Redtail Technology solving and how is that benefiting you?** Tracking and reporting of Client activities. ### 29. Redtail CRM Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** 1. Workflow optimization 2. Automations to start workflows 3. Easy to Build Templates for notes, activities, workflows 4. Lots of integrations 5. Amazing chat support **What do you dislike about Redtail Technology?** I am not a fan of the opportunities tab and believe it needs updating **What problems is Redtail Technology solving and how is that benefiting you?** I need a CRM for my wealth management buisness and greatly benefits through amazing integrations, creating workflow templates, email sync, redtai speak, and so much more allowing my firm to become more efficient and grow. ### 30. Great tech to stack **Rating:** 5.0/5.0 stars **Reviewed by:** Kelsey C. | Owner, Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** It integrates with all the systems I need it to and they're always looking to get better **What do you dislike about Redtail Technology?** There isn't anything I would change personally **What problems is Redtail Technology solving and how is that benefiting you?** Keeping my notes in one place and accounts beside them ### 31. Redtail from a Marketing Director **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** i likehow its intergration with Zapier. I enjoy that it connects to levitate and zimbra and helps create work flows and systems. **What do you dislike about Redtail Technology?** The bad part you can't add bulk contacts which is terrible for those of us who gather leads. **What problems is Redtail Technology solving and how is that benefiting you?** Gathering all the contacts and storing them ### 32. Very Easy to Utilize **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** I like the ability to make dosucmentation and notes regarding the clint. Family grouping is also an advantage. **What do you dislike about Redtail Technology?** I wish the alarms would pop up wether on the site or off. **What problems is Redtail Technology solving and how is that benefiting you?** Npthing at this point. ### 33. Reedtail **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** Contact and Note logs and reporting are easy **What do you dislike about Redtail Technology?** some data feeds are inaccurate when displaying client account values **What problems is Redtail Technology solving and how is that benefiting you?** Account values and exporting based on specific criteria ### 34. Redtail is absolute trash. **Rating:** 0.0/5.0 stars **Reviewed by:** Chris M. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2024 **What do you like best about Redtail Technology?** Nothing, except the low cost. But you get what you pay for. **What do you dislike about Redtail Technology?** SAVE YOURSELVES A NIGHTMARE AND AVOID REDTAIL. We left Salesforce 1YR ago because our contract was up and were going to experience a big price increase. In hindsight, I would happily pay the increased price for Salesforce. I knew there were going to be some growing pains moving to Redtail, but thought they'd smooth out over time. They have not.... and frustration levels have increased 100x. Redtail might be wortwhile if you are a 1-2 person business with zero technical ability and want a very, very. dumbed down out of the box CRM. If you want to do ANY bulk data import, customize layouts, or require bulk edits, Redtail is absolutely TRASH. You cannot do mass imports or mass edits on your own. You are forced to email Redtail support a "Spreadsheet" and have their techs do it for you. This is ridiculously cumbersome and makes you rely on Redtails crappy workload timeline. On top of that, you are extremely limited on what redtail offers for fields and layouts... which means you end up shoving data in fields that are labeled for other uses. Want to sync you CRM calednar with Outlook? Good luck. Redtails Retriever application created 1000's of duplicate calendar entries and essenttially rendered my Outlook calendar useless. I waited an hour for a person at Redtail to answer the phone, spent another hour explaining the problem, and I was told I need to "manually" delete all the duplicates. LOL. That would take days if not weeks of wasted time.Their support agents have dropped the ball on simple requests numerous times and do not have direct phone numbers to get contacted. They hide behind a general 800 number. Redtail has taken our overall business BACKWARDS and created more problems than solutions. Avoid like the plague. To top it off, their server SUCKS and is extremely slow loading data. It also times out with error messages WAY too often. Even with the massive work it takes to switch CRM systems, I will be movign our company away from Redtail at some point soon. **What problems is Redtail Technology solving and how is that benefiting you?** None. Redtail sucks and makes more problems. ### 35. Redtail CRM for Advisors **Rating:** 4.0/5.0 stars **Reviewed by:** Jesse H. | Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Redtail Technology?** The interface is very easy to use. Support is generally responsive and knowledgeable. **What do you dislike about Redtail Technology?** Minimum customization. It is difficult to run reports or export lists. **What problems is Redtail Technology solving and how is that benefiting you?** helping us grow our business by helping us manage our contact list and clients. ### 36. Overall good **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2022 **What do you like best about Redtail Technology?** I like that you can use Redtail very simply or dive in deep to all they have to offer. You can just input basic information on clients and search them or you can connect whole families and use Redtail to track exactly what you've been working on with each client in workflows and activities. The simple functions are fairly user-friendly. **What do you dislike about Redtail Technology?** Little bugs. Like if you're inputting a new contact and put a space after their name, they won't come up in a search menu. "First Last " will not show the client when you search. Or in the integration with ClientWorks (which is overall good,) information doesn't always pass over or duplicate profiles get created if one piece of info doesn't match. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail is working with one of my coworkers on the duplicate contacts issue that arises when Redtail is integrated with ClientWorks. It benefits us by keeping data clean and cutting out confusion if there are two contacts with the same name. ### 37. Redtail is a great CRM that can be flexible for your practice style! **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob B. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2022 **What do you like best about Redtail Technology?** I love how integrated Redtail can be with various other pieces of software you may use. In our practice, we have Redtail integrated into our email and planning software, and are also able to connect it to any number of other pieces. I also like the calendar view on Redtail and how we are able to segment permissions for each staff member. The ability to build complex workflows is pretty amazing, and allows my practice to follow each piece of business completely through. This keeps us from missing opportunities and other service issues as well. **What do you dislike about Redtail Technology?** Redtail can be challenging to work with to get the initial setup and understanding done. Especially the workflows -- getting those set up properly is definitely a challenge. Once they are set they are wonderful, but has been challenging to properly implement. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail helps largely in two ways: integrations and workflows. The integrations save time once set up by allowing multiple tools to be on one platform. The workflows help immensely by keeping each process set and each staff member is responsible for their own pieces. ### 38. Redtail is a wonderful CRM tool **Rating:** 5.0/5.0 stars **Reviewed by:** Vicki W. | Operations manager, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2023 **What do you like best about Redtail Technology?** All notes and all clients in one place, and we have easy access to all, and it is shared in the office with everyone **What do you dislike about Redtail Technology?** Nothing to dislike about Redtail. They are always continuing to make improvements **What problems is Redtail Technology solving and how is that benefiting you?** Organizing all client information and accounts in one place for all in the office to access. ### 39. Excellent CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin D. | Owner - LPL Investment Advisor Representative/LPL Registered Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2022 **What do you like best about Redtail Technology?** Excellent CRM and has helped document and maintain client relationships. **What do you dislike about Redtail Technology?** Would like email integration to be a part of the total package rather than an optional add-on. **What problems is Redtail Technology solving and how is that benefiting you?** Helps me maintain thorough client records and provides the basis for my ongoing marketing. ### 40. Great CRM for complicated teams who are willing to spend a lot of time learning the nuances **Rating:** 3.5/5.0 stars **Reviewed by:** Chris D. | Founder and Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2022 **What do you like best about Redtail Technology?** There was nearly an infinite number of customizations and functionality. I appreciated the ability to capture nearly all of the information about a client including their financials and personal details. **What do you dislike about Redtail Technology?** Simply put, it was too big to navigate. I found myself following very convoluted pathways to export items and organizing the system was difficult. Again, there was a lot of functionality but somehow it came across too busy. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail does seem to have the market cornered on financial services CRMs and a number of organization i respect use it. ### 41. Redtail Might Have Market Share, But It's Not Wonderful **Rating:** 0.5/5.0 stars **Reviewed by:** Jeff K. | Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Redtail Technology?** Web / cloud based (but aren't they all?) **What do you dislike about Redtail Technology?** Compared to other software tools, a distinct lack of online support and best practice guidance. In addition, Redtail advertises Integration but doesn't take reliability seriously. Redtail's own Retriever Cloud tool, required for integration with Outlook (and therefore to other tools) is unreliable and Redtail admits as such with seemingly no urgency or even interest in fixing it; We use Redtail calendar, and recently began using an online scheduling tool. Not being able to count on Redtail to sync means creates stress for staff and forces us to add redundancy via Zapier. **Recommendations to others considering Redtail Technology:** Look at alternatives, including WealthBox, which industry colleagues have spoken highly about. Also consider keeping client data with an alternative tool such as PreciseFP; Kitces web site is a great resource for researching practice management tools. **What problems is Redtail Technology solving and how is that benefiting you?** It's a CRM, we use it as our primary calendar (poorly - see 'What do you dislike'; ### 42. The best Mobile and desktop Customer Relationship Management Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Ahmed A. | AML & CTF Compliance Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2021 **What do you like best about Redtail Technology?** Redtail having the ability to bring all customers data including the mails and documents related to one account in single page beside it have secured documentation process ,The best in redtail is the mobile accessibility and amendments and adding new documents or new notes manually from mobile . All the accounts and customers data are organized perfectly and this is the most important beside territory and location categorization and classification, Actually it was helpful in new campaigns in new territories **What do you dislike about Redtail Technology?** The extracted reports needs enhancements beside the customer support need to respond earlier but the rest of functions are doing great **What problems is Redtail Technology solving and how is that benefiting you?** We used Redtail in Managing customer Relationships beside complying with the internal Compliance policy and the documentation process ,Redtail gives the ability to us for storing all customers data with secured process beside that the customers profiles are customer ### 43. Redtail CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Michael T. | ClearPoint Wealth Advisors, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2021 **What do you like best about Redtail Technology?** Redtail helps keep client info at your fingertips. The software is straightforward to use, and the learning curve is very low once you are in the system for a couple of weeks. A lot of reports and software are customizable. Overall, I have been very pleased with the system's functionality and how it keeps me organized to do my job well. **What do you dislike about Redtail Technology?** If there is anything to dislike about the software, it would be that some of the interface looks a little outdated compared to some of the other softwares on the market. However, this is purely preference. I really do not have anything to knock on about Redtail's software. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail helps us stay organized and on top of client tasks and meetings. It's best used for schedule optimization. When you have a large clientele base, software like Redtail is a must-have if you want to be efficient and make sure that all your clients are being taken care of regularly. The benefits have been efficiency, time management, schedule organization, etc. ### 44. Failed CRM switch **Rating:** 2.5/5.0 stars **Reviewed by:** Marco G. | Investment Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2021 **What do you like best about Redtail Technology?** I don't want to say that redtail is not suitable for everyone, but for our financial services practice, implementation from a proprietary CRM to redtail did not work out for us. **What do you dislike about Redtail Technology?** Compatibility to track financial accounts did not crossover well from our previous system and required manual duplication. New and unfamiliar to me but to a brand new user, it may be as good as any other system. **Recommendations to others considering Redtail Technology:** Use from the get-go and don't transfer over if it can be avoided. **What problems is Redtail Technology solving and how is that benefiting you?** We attempted to use it to house our clients and prospects for financial services. It has that capability but not functionality in other areas we needed. Overall would be a good CRM to use from Day one and not transfer into. ### 45. Mixed feelings… **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Redtail Technology?** It is nice that you can add clients phone numbers and "text" with them but to where multiple people in the organization can see it. **What do you dislike about Redtail Technology?** I have had consistently delayed messages from colleagues sometimes up to 2 day after it was sent. **Recommendations to others considering Redtail Technology:** Use Microsoft teams instead for inter office messages. **What problems is Redtail Technology solving and how is that benefiting you?** As a remote worker the instant messages ability with my team is nice. But it's not 100% reliable. ### 46. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Latona D. | Deposit Operations Specialist , Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2021 **What do you like best about Redtail Technology?** When you search or add people to your CRM they made it super easy to locate clients and add them. I like the fact I'm able to log in and search for a name. It can be by first or last name. **What do you dislike about Redtail Technology?** It glitches once in a while and you will lose all your information. If you go into a contact the back out of it you sometimes have to search again because it clears out your search information. **Recommendations to others considering Redtail Technology:** The overall product is great. If you have someone just leading a system it's great. You can do the how-to videos and learn all the items you need to. **What problems is Redtail Technology solving and how is that benefiting you?** I haven't tried to solve any problems, however if you have questions or need help with something they are always willing to help. They also have several how-to videos as well ### 47. Account Manager **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2021 **What do you like best about Redtail Technology?** Easy to use. Stores my data and syncs with phone system to track client contact. **What do you dislike about Redtail Technology?** I wish it would allow other lines of business to be support outside of investment clients. **Recommendations to others considering Redtail Technology:** Make sure it fits all your lines of business **What problems is Redtail Technology solving and how is that benefiting you?** I am able to run great reports of tagged information to keep on track of client information and policies. ### 48. Redtail Rocks! **Rating:** 5.0/5.0 stars **Reviewed by:** Paul G. | Executive Assistant | Content & Social Media Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** Redtail continuously seeks to add features that helps is to make managing client relationships even easier! **What do you dislike about Redtail Technology?** I have to weigh through a lot of information to build the templates that I need. It would be cool if basic templates were preset for exporting certain needed information, so that I don't have to configure it all myself. **What problems is Redtail Technology solving and how is that benefiting you?** Segmenting clients. Keeping track of important information through notes. Utilizing workflows to create better process within the office. ### 49. Heavy Daily User **Rating:** 4.0/5.0 stars **Reviewed by:** Joseph P. V. | President & Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2022 **What do you like best about Redtail Technology?** It keeps all of our work data in once place **What do you dislike about Redtail Technology?** It can be very clunky at times, and will freeze frequently **What problems is Redtail Technology solving and how is that benefiting you?** We are solving client service consistency issues ### 50. Excellent CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2022 **What do you like best about Redtail Technology?** Redtail is highly user-friendly and easily navigatable. They have weekly training webinars to make life manageable. **What do you dislike about Redtail Technology?** Haven't found anything yet not to like with the system. **What problems is Redtail Technology solving and how is that benefiting you?** The system allows you to find errors in accounts. ## 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?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-05-30+17%3A40%3A07+-0500&secure%5Bsession_id%5D=16ebb414-a9a1-4b07-8538-83a0247ddc8f&secure%5Btoken%5D=a3c2ef460b287441cc5f2a240d5eeeb41a35302e1e728e67d5483da20780cdea&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)