Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Mon-Fri 6am-3pm
Pacific Time


Redtail CRM today screen screenshot
Redtail CRM contact screen screenshot

Working Smarter
with Redtail CRM

Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts.

You’ll also be happy to know that Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations.

We also understand that CRM adoption can be a challenge for some offices. With that in mind, we offer free phone and email support, free webinars, extensive online help documentation/videos, and a popular traveling Redtail University that provides more in-depth training in a fun setting.

In short, we want you to succeed and are here to help you do so!


Redtail CRM is cost-effective, easy-to-use and tailored for today’s financial professional. View our demo now and we believe you’ll quickly see how Redtail can help you streamline your business and strengthen your client relationships.

CRM Features

Redtail CRM workflow screenshot

Workflows are automated processes you can design within Redtail to match the processes you already use in your practice. By setting these up within Redtail, you create a trail of accountability for each task that is a part of your Workflows while also making sure that nothing falls through the cracks.

Redtail CRM integrations screenshot

Redtail has been dedicated to industry integrations since our founding in 2003. We continue to build upon existing integrations with all of our industry partners as well as integrating with new partners on a regular basis.

Redtail CRM integrations screenshot
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CRM is a fantastic tool for recording all of your client data. We’ve made sure that Redtail CRM also offers everything you need to report on that data you track in meaningful ways, from our expansive number of standard reports and exports to custom exports you can create yourself.

Redtail CRM calendar view screenshot

Redtail’s Calendar allows you to easily stay on top of the schedules of everyone in your office. Color coding and view customization provide you with options to set your Calendar up around the way you work. Additionally, our Retriever Cloud tool allows you to sync Redtail Calendar items with Office 365 and/or Google Calendar.

Redtail CRM calendar view screenshot
Redtail CRM Notes screenshot

History is the name of the game, and as you may have heard before, “if it’s not in Redtail, it never happened”. Documenting your client history begins with Notes, as it is integral to track who we talked to, why we talked to them, and when the conversation occurred. Notes offer an efficient method to capture that important history.

Redtail CRM seminars screenshot

Seminars are a great way to prospect, as well as to offer a top-notch customer experience, and you can plan and manage your seminars from within Redtail. But, it doesn’t stop there! The seminar tool in Redtail can be used as a tracking tool for call campaigns, email campaigns, etc. to move any group of contacts through a common process!

Redtail CRM seminars screenshot
Redtail CRM opportunities screenshot

Use Redtail as your sales pipeline tracker and move prospects or current clients through your sales process. Redtail’s Opportunity Tracker helps you stay on course and keep all of your open opportunities in front of you!

Redtail CRM in iPhone mobile app

Redtail’s free mobile app keeps you connected to your CRM data, even when you don’t have access to a computer or a tablet. If you have your phone on you, Redtail Mobile means you’re in business!

Redtail CRM in iPhone mobile app
Redtail CRM retriever cloud screenshot

Redtail CRM subscribers now have true two-way sync capabilities between Redtail and web-based Office 365, hosted Microsoft Exchange Online and Google. This will allow Redtail users to sync both contacts and activities bi-directionally between the platforms.

Free Database Migrations

Switching CRM providers should be as painless as possible – we go out of our way to try to remove the pain points for you. Once you activate your Redtail subscription, we provide complimentary database imports from nearly every major solutions provider. Did we mention it’s FREE?

What about the Price?

Redtail Plans

Redtail is the industry’s favorite CRM for a reason — and now we’re offering plans that include essential Redtail and Orion Advisor Tech, designed for every advisor to scale their firm efficiently. Learn more here.

Call our Sales Team at 800-206-5030 opt. 2 to inquire OR contact us

Love Redtail. It organizes our office and data!!


Tiffany was so helpful and patient with me. I am so excited to find out how to dictate thru my redtail phone app and it shows up on the CRM. Thanks again!!!