Redtail CRM review

Redtail CRM is one of the longest-running advisor CRMs and is now part of Orion, which cites the 2025 T3/Inside Information Advisor Software Survey for the top CRM market share. The Launch plan costs $39 per user per month billed yearly, or $45 month to month, and covers up to five users with contact and account management, compliant note entry and archiving, segmentation, reporting, a mobile app and access to more than 100 integrations. Growth costs $59 per user per month billed yearly, removes the user cap and adds process workflows, automation triggers, viewing permissions, Redtail Imaging with 200 GB of document storage and Redtail Speak compliant texting. That bundle makes Growth good value for firms that would otherwise buy document and texting archiving separately. The limits are that workflows sit on Growth only and Speak needs broker-dealer approval for affiliated reps. The free trial covers the full Growth plan for new users.

Who it is for

Solo advisors and small firms on a budget

Price

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

Pay Annually Pay Monthly $39 /mo* $45 /mo* Launch
Quoted from the vendor pricing page on November 12, 2026.

Key features

• Compliant note entry and archiving, user defined fields and client segmentation
• Process workflows, automation triggers and viewing permissions on Growth
• Redtail Imaging document management with 200 GB storage and audit trails on Growth
• Redtail Speak compliant texting with automated archiving on Growth, subject to broker-dealer approval
• 100+ integrations, including Orion, Schwab and eMoney

Strengths and weaknesses

• Strength: Launch starts at $39 per user per month billed yearly
• Strength: Growth bundles document imaging and compliant texting with unlimited users
• Strength: Complimentary database conversions are listed on both plans
• Weakness: Launch has a maximum of 5 users
• Weakness: Automated workflows, document storage and texting require Growth
• Weakness: Enterprise pricing requires a minimum license commitment

Key facts

• Plans: Launch, Growth, Enterprise
• Free trial: Full Growth plan, new users only, no credit card
• Security: SOC 2 Type II certified

Where it ranks

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