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10+ Redtail CRM Alternatives and Competitors

Redtail CRM

4.4 User Rating
$26.1 M Revenue
105+ No of Employees
2003 Founded
SaaS Industry
CRM Category
Brian McLaughlin CEO

Redtail CRM is a cloud-based customer relationship management platform, recognized as one of the top-notch web-based providers since 2003. Redtail CRM highlights its high-quality database migration, reporting, client information, tags management, automated office operations, broadcasting emails, and seminar management capabilities for its users. In the earlier years of Redtail's formal establishment, co-founders Brian McLaughlin and Andy Hernandez aimed to orchestrate a CRM solution that could scale up to various industries. The team focused on creating CRM and integration coding while generating new technology that simplifies data importation; thus, a web-based client relationship management tool—the Redtail CRM software—emerges to satisfy every industry's CRM needs. Started with just a small number of advisor clients, Redtail CRM now has come a long way as the company, as the company currently offers thousands of advisors for daily assistance. On top of that, the company continuously prosper as they expand their reach and now haul in a whopping $26.1 million annual revenue.


Logo Name Rating CEO Pricing Founded Revenue Employees Location Reviews Customers
Zoho CRM 4.9 Sridhar Vembu $34 2005 $600 M 10000+ Chennai 5000+ Reviews 80004+
Salesforce CRM 4.7 Marc Benioff $25 1999 $17.1 B 49000+ San Francisco 5000+ Reviews 500000+
SugarCRM 4.8 Craig Charlton $80 2004 $106.9 M 450+ Cupertino 4000+ Reviews 20000+
Pipeliner CRM 4.6 Nikolaus Kimla $25 2012 $13.8 M 288+ Los Angeles 2300+ Reviews 4000+
HubSpot CRM 4.5 Brian Halligan Free 2006 $1.5 B 250+ Cambridge 2980+ Reviews 20000+
NetSuite CRM 4.5 Zach Nelson $99 1998 $884.6 M 10001+ Redwood Shores 4000+ Reviews 200000+
EspoCRM 4.6 Alex Avramenko $344 2015 $1 M 50+ Rivnenska 1860+ Reviews 2000+
Insightly 4.4 Anthony Smith $29 2009 $4 M 190+ San Francisco 1200+ Reviews 184000+
Microsoft Dynamics CRM 4.5 David Blumentals $87 2001 $1.1 M 10001+ Redmond 4000+ Reviews 200000+
Copper CRM 4.3 Dennis Fois $19 2014 $19 M 50+ San Francisco 1875+ Reviews 2000+


Redtail CRM
  • $99/mo

Key Employees

Image Name Designation Email ID Twitter Linkedin
Kathi Bacon N/A N/A N/A
Jere Rutter N/A N/A N/A


“ Great CRM for your Small Business ”

4/5 (overall) - Mandy M.
  • Ease of use and functionality of reports is a huge plus for me.
  • I love that this CRM allows us to break down different tabs that are relevant to what we do as Financial Advisors.
  • There are not many things that we see as a negative. Some of the options that are there to help customize are a bit hard to find but besides that there are not many issues.
  • WARNING: You might need a computer programming degree to use this software.

“ Great fit for small to medium sized RIAs looking for a CRM solution tuned to the Financial Advisor. ”

4.5/5 (overall) - Verified Reviewer
  • Overall we love Redtail and continually attribute it to the efficiency of our team.
  • We absolutely recommend Redtail to anyone looking for an efficient and affordable CRM.
  • When I started working with Redtail, the previous employees in my office had not learned how to use it properly and so it was a mess.
  • There were many features and functions that were touted during the discovery process and were main reasons why we choose Redtail Tailwag CRM over others.

“ Great opportunity when leveraged properly ”

4.6/5 (overall) - Paul G.
  • I love that this CRM allows us to break down different tabs that are relevant to what we do as Financial Advisors. We have a clients section, prospect section, and even a seminar sections where we are able to track and market to those that are signed up for a workshop or dinner seminar, it helps us compartmentalize the different categories and groups that we are trying to engage
  • Low price point for a CRM that is built from the ground up to support Financial Advisers. SEC-compliant document management and email make this easy to archive and track client documents and communications in the secure cloud. Good integration with CopyTalk.
  • Honestly, the only qualm I would have is that I wish there was a better integration with drip email software, but that might be user error.
  • The iphone app is really not that robust. It’s ok, but we would much rather see a higher performance, more feature rich implementation.


  • Access Control
  • Analytics
  • API
  • Agile Software Development
  • Accounting Intergration
  • Automated Billing
  • Billable Hours Tracking
  • CRM Integration
  • Campaign Analysis
  • Custom Forms
  • Customer Support
  • Drip Marketing
  • Engagement Analytics
  • Security
  • Team Collaboration
  • Process Management

Images & Videos

Q & A

How much would I spend when using Redtail CRM?

All in all, Redtail CRM only offers one (1) subscription plan for anyone who’s willing to use it. It’s $99 and it is billed monthly and per database. Redtail CRM only provides one plan so that users can use the software with its full advantages with no need for upgrading or any additional fees.

What makes Redtail CRM different from other CRM software?

Aside from the fact that it only offers a single plan, Redtail CRM’s plan is priced per database instead of per user like most CRM platforms offer. That would mean that you and your company save a few dollars when you choose Redtail CRM.

Is Redtail CRM a cloud-based app?

Yes, it is. Redtail CRM is a cloud-based software, and that means when users are inputting data, Redtail CRM organizes it and stores the data on a remote server. Additionally, one major advantage of it as a cloud-based app is that users can access it from anywhere if they are connected to the internet.

How can I benefit from Redtail CRM?

Redtail CRM is a robust, extensive, and cloud-based customer relationship management software that serves small to large businesses. The platform values customer engagement, therefore offers you tools and features that can help you engage customers and know about vital feedback.

Is Redtail CRM free?

No, it is not. However, Redtail CRM offers a 30-day free trial period, which is quite longer than what most CRM platforms offer. With the free trial period, you have the liberty to use the app’s extensive list of features and navigate around the system without any hassle whatsoever.

Does Redtail CRM integrate with other apps?

Yes, in fact, Redtail CRM provides hundreds of API endpoints for users to integrate seamlessly with. Redtail CRM’s rest-based API works flawlessly when integrating with the platform’s set of applications, such as Workflows, Calendars, Opportunities, and so much more.