Redtail CRM
AutomatedCRM for financial advisors with contact management, workflows, compliant texting (Speak), and document imaging.
Active plans
3
Total changes
0
Last change
—
Price trend
no history
What we know about Redtail CRM’s pricing
Newly trackedChanges in 12 months
0
Cadence
No changes seen yet
Direction
no movement yet
Category position
Pricier than 89% of CRM tools (343 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 0 changes
No price changes recorded yet.
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