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redtailtechnology.com

Redtail CRM

Visit redtailtechnology.com ↗ What it costs

  • From $39/user/mo (annual) · 30-day trialprice, as published
  • Oct 21, 2026read on
Redtail CRM's own site, as our research read it
redtailtechnology.comas read Oct 21, 2026

What Redtail CRM costs

  1. Launch $39 / year
  2. Growth $59 / year
  3. Enterprise Not published
  4. Launch — annual billing $39 / month
  5. Launch — monthly billing $45 / month
  6. Growth — annual billing $59 / month
  7. Growth — monthly billing $65 / month

As redtailtechnology.com publishes them, read Sep 23, 2026. Fees, tax and exchange rates can differ when you pay; check the provider's own page first.

Its statement

Free plan
No
Free trial
Yes
Runs on
iPhone Android Web
Facts on record
46

Facts we read

  • AI featuresYes · redtailtechnology.com, Sep 23, 2026
  • API access processDevelopers can request API access for internal firm projects or apply to be a partner building an integration for Redtail users. · corporate.redtailtechnology.com, Oct 21, 2026
  • CalendarThe calendar supports Day, Week, or Month views, filters, team availability, activities, tasks, and reminders. · support.redtailtechnology.com, Oct 21, 2026
  • Client relationshipsContact records can include account information, relationships, reminders, and sales pipeline details. · support.redtailtechnology.com, Oct 21, 2026
  • Company foundedLinkedIn lists 2003 as Redtail Technology's founding year. · linkedin.com, Oct 21, 2026
  • Company headquarters and sizeLinkedIn lists Sacramento, California as headquarters and company size as 51–200 employees. · linkedin.com, Oct 21, 2026
  • Company legal nameLinkedIn identifies the company as Redtail Technology, Inc. · linkedin.com, Oct 21, 2026
  • Company ownershipG2 describes Redtail as a brand entity of Orion Advisor Solutions since June 2022. · g2.com, Oct 21, 2026
  • Contact managementContacts can be segmented with customizable fields and tagged or categorized to make records easier to search and edit in groups. · support.redtailtechnology.com, Oct 21, 2026
  • Documentation and trainingRedtail provides a Knowledge Base, training resources, Redtail University, and onboarding resources through its product site. · redtailtechnology.com, Oct 21, 2026
  • Email and calendar syncGrowth customers can sync email history and calendars with external Microsoft-hosted email accounts through Suite Sync. · support.redtailtechnology.com, Oct 21, 2026
  • Email syncYes · redtailtechnology.com, Sep 23, 2026
  • Founded2003 · redtailtechnology.com, Sep 28, 2026
  • Free planNo · redtailtechnology.com, Sep 23, 2026

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