--- description: Review of Redtail CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Redtail CRM | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Banking CRM Software](/directory/336/banking-crm/software) > [Redtail CRM](/software/76515/redtail) # Redtail CRM Canonical: https://www.softwareadvice.co.nz/software/76515/redtail Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.co.nz/software/76515/redtail?page=2) > Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its features include database migration, reporting, client information, records and tags management, automated office operations, broadcasting emails and seminar management. Redtail CRM helps users send bulk messages and attachments to specific groups of clients and prospects. It enables them to plan and manage seminars, events and create reports of all activities. Additionally, it integrates with Morningstar, Riskalyze, LaserApp, Albridge and MoneyGuidePro, and it allows users to import data into and export data from the platform. Redtail CRM is available on iOS and Android devices, and it is available via monthly subscription. It backs up data to an offsite location, which can be accessed whenever users want. In addition, it offers support through webinars, online help docs and training sessions. > > Verdict: Rated **4.1/5** by 85 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.1/5** | 85 Reviews | | Ease of Use | 4.0/5 | Based on overall reviews | | Customer Support | 3.9/5 | Based on overall reviews | | Value for Money | 4.2/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Orion ## Commercial Context - **Starting Price**: US$39.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: The industry’s favorite CRM for a reason — now with plans designed for every advisor. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - Activity Dashboard - Activity Tracking - Alerts/Notifications - Appointment Scheduling - CRM - Calendar Management - Client Management - Collaboration Tools - Contact Database - Contact Management - Customer Database - Customisable Reports - Customizable Fields - Data Import/Export - Document Management - Document Storage - Email Management - Email Marketing - Event Triggered Actions - For Financial Institutions ## Integrations (3 total) - Envestnet | MoneyGuide - Morningstar Office Cloud - Nitrogen ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Banking CRM Software](https://www.softwareadvice.co.nz/directory/336/banking-crm/software) ## Related Categories - [Banking CRM Software](https://www.softwareadvice.co.nz/directory/336/banking-crm/software) - [Insurance CRM Software](https://www.softwareadvice.co.nz/directory/342/insurance-crm/software) - [iPad CRM Software](https://www.softwareadvice.co.nz/directory/433/ipad/software) - [Contact Management Software](https://www.softwareadvice.co.nz/directory/434/contact-management/software) - [CRM Apps](https://www.softwareadvice.co.nz/directory/1491/mobile-crm/software) ## Alternatives 1. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4458 reviews) 2. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18782 reviews) 3. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6973 reviews) 4. [Bigin by Zoho CRM](https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm) — 4.7/5 (730 reviews) 5. [Kylas Sales CRM](https://www.softwareadvice.co.nz/software/216694/kylas) — 4.8/5 (573 reviews) ## Reviews ### "The most friendly CRM" — 5.0/5 > **Ahmed** | *28 December 2021* | Consumer Services | Recommendation rating: 10.0/10 > > **Pros**: Redtail provides special experiment with Customer Relationship Management solutions specially financial fields beside the ability to integrate with different apps ,Redtail provides me with organized documents Management > > **Cons**: Redtail requires high internet connection speed and sometimes lagging but the customer support are always available which makes these issues easier > > My overall experience with redtail I love it, it let me and my team deal with new customers efficiently and no more time to set workflows and there's always record's for all processes and steps, documentation is secured and can be retrieved easily ----- ### "Support lackluster" — 4.0/5 > **HAROLD** | *17 October 2019* | Financial Services | Recommendation rating: 4.0/10 > > **Pros**: The integrations we the only reason I signed up for RedTail > > **Cons**: Lack of SUPPORT\!\!\! I had to wait 9 business days for my integration. Seriously that is unacceptable\! > > I am only using this CRM due to the integrations. Other CRM are more user friendly ----- ### "Useful features and fairly easy to use" — 5.0/5 > **Simon** | *1 August 2019* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Organizing all my tasks day to day and long-term, with ability to share and reallocate tasks among users > > **Cons**: Not as intuitive in how to use some features, and doesn't have an easy way to access training or learning modules to get up to speed on utilizing all the features. > > Great overall tool to manage our team's ongoing tasks, notify each other when a task is updated or a note added, record keeping of notes on our clients, syncs with Outlook and other tools. ----- ### "RedTail CRM Review" — 4.0/5 > **Patrick** | *16 August 2019* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: Ease of use and intuitive. The customer service is in the U.S. and they are extremely helpful. Very easy to begin setting up the CRM with very little direction. Connects very well with other vendors. > > **Cons**: Since the CRM cannot be changed, I could not tailor the product to my needs. > > The biggest benefit is ease of use. I can look up my clients on the app with very little trouble. ----- ### "Redtail provides functional CRM for finance professionals" — 4.0/5 > **Alexandra (Alex)** | *21 April 2021* | Financial Services | Recommendation rating: 8.0/10 > > **Pros**: I like the layout; the information is spread out on the screen in a way that is it is easy to read and find what you're looking for. > > **Cons**: Certain functionalities are not available. Specifically I wanted the ability to have a Redtail hard-coded field for annuity maturity dates. I also want ability to show when client canceled appointment rather than removing it entirely from the database. > > Redtail does what I need it to do for the most part. ----- Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.co.nz/software/76515/redtail?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/76515/redtail) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data