Redtail CRM
AutomatedCRM for financial advisors with contact management, workflows, compliant texting (Speak), and document imaging.
Redtail CRM has 3 plans: paid plans from $468/month and custom pricing for larger teams. We have not recorded a price change.
Redtail CRM plans and prices
Launch
monthly$468/mo
Billed annually
- yearly$468/yr($39/user/month billed yearly)
- monthly$45/mo($45/user/month billed monthly)
- Maximum 5 users
- Redtail CRM access
- Secure Mobile App
- Contact and Account Management
- Detailed Contact Reporting
- Customizable Segmentation
- Access to 100s of Integrations
Growth
monthly$708/mo
Billed annually
- yearly$708/yr($59/user/month billed yearly)
- monthly$65/mo($65/user/month billed monthly)
- Unlimited users
- Everything in Launch
- Imaging (200GB)
- Speak compliant texting
- Process Workflows
- Automation Triggers
- Viewing Permissions
- Document Storage
Enterprise
Custom
- Premiere partnership pricing agreements (PPA)
- Flexible pricing for larger teams
- Minimum license commitment required
Price history
Last 0 recorded changes
No price changes recorded yet.
Other CRM products
No confirmed alternatives yet.