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
no history
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
Pricier than 88% of CRM tools (345 compared)
Current pricing
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
customCustom
- Premiere partnership pricing agreements (PPA)
- Flexible pricing for larger teams
- Minimum license commitment required
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 | Launch | new plan | — | $39 | — |
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