Redtail
CRM for financial advisors combining contact management, workflows, document storage, and
Redtail is a CRM platform for financial advisors, broker-dealers, and enterprises that centralizes client data, communication, and workflows in one system. It addresses the problem of information scattered across spreadsheets, email threads, and separate tools by consolidating contact records, tasks, documents, and messaging, while supporting compliance workflows.
Core products include Redtail CRM (contact and account management, segmentation, calendaring, sales pipeline tracking, and automated workflows), Redtail Imaging (document storage with indexing and audit trails), Redtail Speak (archived, compliant text messaging with an AI assistant), and Redtail Email (automatic email capture and archiving). The platform offers a mobile app, an open API, and integrations with third-party financial tools including Orion, Schwab, and eMoney, alongside hundreds of other partners. AI features are available through Redtail's Denali-powered capabilities and the Speak AI Assistant.
Redtail is packaged in seat-based plans: Launch (limited to five users) and Growth (unlimited users, adding Imaging and Speak), billed annually or monthly, with a 30-day free trial of the full Growth plan for new users. Enterprise plans are customizable with a minimum license commitment. Training options include Redtail University, virtual sessions, webinars, and guided onboarding.
12 alternatives to Redtail
Ranked by how well each tool replaces Redtail: shared features, audience, price and popularity.
Free CRM with marketing, sales and service hubs
Covers 3 of 15 key features, has a free plan and starts cheaper.
Free plan65 out of 100 match$7/moSales and marketing software combining CRM, email marketing, and marketing automation for
Covers 5 of 15 key features and has a free plan.
Free plan64 out of 100 matchFreeAll-in-one AI-powered CRM platform unifying marketing, sales, and support teams on a 360°
Covers 9 of 15 key features, has a free plan and starts cheaper.
Free plan63 out of 100 match$12/moField sales management platform for canvassing, lead tracking and closing deals
Covers 8 of 15 key features and has a free plan.
Free plan63 out of 100 match$49/moLinkedIn CRM with an AI inbox for pooling team connections and turning network into pipe
Covers 7 of 15 key features, has a free plan and starts cheaper.
Free plan63 out of 100 match$17.50/mo- 62 out of 100 match$49/mo
Software for nonprofits, advocacy organizations and political campaigns to manage contacts
Covers 6 of 15 key features.
62 out of 100 match$34/moAll-in-one CRM for financial advisors automating marketing, sales, and operations.
Covers 5 of 15 key features and starts cheaper.
62 out of 100 match$12/mo- 62 out of 100 match$249/mo
- 62 out of 100 match$20/mo
- 62 out of 100 match$20/mo