Redtail CRM is cost-effective, easy and tailored to today’s financial pro.

Unlike other CRM solutions, it’s priced per database, allowing up to 15 users, all for the same low monthly subscription.

It’s all about integrations.

You will see services like Morningstar, Riskalyze, LaserApp, Allbridge and MoneyGuidePro seamlessly within Redtail.

Free Database Migrations

Switching CRM providers should be easy, so once you activate, we provide complimentary database imports from nearly every major solution provider. Did we mention it’s FREE?

Know Your Client

Detailed tracking of your clients’ data provides more inroads for relevant client “touches.”

Categorize and Tag Records

Sort for easy retrieval, bulk edits and/or niche-based marketing campaigns.


With a wide array of client and account reports at your fingertips, you’ll quickly get at the information you need.

The automated office.

Workflows streamline by generating and tracking activities, while reminders alert you to events like client birthdays, anniversaries and reviews.


Your data is backed up to a secure, offsite location every night, and always available wherever you are.

That famous Redtail service.

You will never be charged to speak with one of our knowledge ninjas, and we offer free webinars, extensive online help docs and the ever-popular traveling Redtail University.

Seminar management.

Plan and manage your seminars and events from within Redtail CRM, with better seminar reporting than ever!

Custom exporting.

In addition to the modern reports available within Redtail, you can create exports based on data you need at any time.