Ease of use to stay organized..The contact list is the best. Review collected by and hosted on G2.com.

Login experience is difficult. Not sure how to make it easier. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Update the calendar please Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It helps with passing data to and from the Orion ecosystem, and I also like all of the native integrations it connects to. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Transferring from another CRM to Redtail was difficult (albeit we did it). Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I wish Redtail Speaks could send group texts. Redtail Speaks needs a group text function. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I wish suggested updates would be acted on sooner. Review collected by and hosted on G2.com.

I like that we're getting away from Redtail. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.