Redtail CRM
AutomatedCRM for financial advisors with contact management, workflows, compliant texting (Speak), and document imaging.
Active plans
3
Total changes
3
Last change
Jun 5, 2026
Price trend
What we know about Redtail CRM’s pricing
Moderately activeChanges in 12 months
3
Cadence
Multiple changes per day
Direction
New plan recently added
Category position
—
Not enough peers tracked yet
Current pricing
Launch
yearly$39/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
Price history
Last 3 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jun 5, 2026 | Enterprise | new plan | — | — | — |
| Jun 5, 2026 | Growth | new plan | — | $59 | — |
| Jun 5, 2026 |
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