Redtail CRM review

Redtail is one of the most widely used CRMs in the advisor market, and its two-plan pricing keeps the choice simple. Launch costs $39 per user per month billed yearly or $45 monthly, allows up to five users and covers contact and account management, compliant note archiving, customizable reports, segmentation, a sales pipeline tracker and seminar management. Growth costs $59 per user billed yearly or $65 monthly, removes the user cap and adds automated workflows, automation triggers, email and calendar sync, and two products that would otherwise be separate purchases: Redtail Imaging for document management with 200 GB of storage, and Redtail Speak for archived, compliant texting. Speak depends on broker-dealer approval, which matters for hybrid and dually registered advisors. The interface is functional rather than modern, and larger firms negotiate custom terms with a minimum license commitment. For value, few advisor CRMs come close.

Who it is for

Advisors and small firms that want an advisor CRM at the lowest published price, with archived texting included on the Growth plan.

Price

Launch from $39 per user per month billed yearly ($45 monthly), up to 5 users; Growth $59 per user billed yearly ($65 monthly).

$39 /mo* $45 /mo* Launch *per user, billed yearly
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Contact and account management with household views
• Compliant note entry and archiving
• Automated workflows and automation triggers on Growth
• Redtail Speak compliant texting with searchable archiving
• Redtail Imaging document management with 200 GB storage

Strengths and weaknesses

• Strength: Lowest published price among the advisor CRMs here
• Strength: Growth bundles CRM, Imaging and Speak texting
• Strength: Free trial of the full Growth plan for new users
• Weakness: Launch caps the account at 5 users
• Weakness: Workflows, automation triggers and texting need Growth
• Weakness: Speak texting is subject to broker-dealer approval

Key facts

• Plans: Launch $39 and Growth $59 per user per month billed yearly
• Monthly billing: $45 Launch, $65 Growth per user per month
• Users: Launch up to 5; Growth unlimited

Where it ranks

Redtail CRM is No. 2 in our Best CRM for Financial Advisors verdict.