--- description: Learn more about Redtail CRM pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Redtail CRM Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Redtail CRM](/software/121349/redtail-crm) # Redtail CRM Canonical: https://www.capterra.ca/software/121349/redtail-crm Page: 1 / 5\ Next: [Next page](https://www.capterra.ca/software/121349/redtail-crm?page=2) > Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals. > > Verdict: Rated **4.1/5** by 85 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Redtail CRM? CRM solution which assists businesses of all sizes with client data management, workflows, email marketing and data exports. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.1/5** | 85 Reviews | | Ease of Use | 4.0/5 | Based on overall reviews | | Customer Support Software | 3.9/5 | Based on overall reviews | | Value for Money | 4.2/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Orion ## Commercial Context - **Starting Price**: US$39.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: The industry’s favorite CRM for a reason — now with plans designed for every advisor. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - Activity Dashboard - Alerts/Notifications - Appointment Scheduling Software - Client Management - Collaboration Tools - Contact Database - Contact Management Software - Customer Database - Customizable Fields - Customizable Reports - Data Import/Export - Document Management Software - Document Storage - Email Management Software - For Financial Institutions - For Insurance Industry - Interaction Tracking - Lead Management Software - Pipeline Management - Reporting/Analytics - Sales Pipeline Management - Search/Filter - Task Management Software - Workflow Management Software ## Integrations (3 total) - Envestnet | MoneyGuide - Morningstar Office Cloud - Nitrogen ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - Chat ## Category - [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software) ## Related Categories - [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software) - [Contact Management Software](https://www.capterra.ca/directory/30016/contact-management/software) - [Financial CRM Software](https://www.capterra.ca/directory/30562/financial-crm/software) - [Sales Tracking Software](https://www.capterra.ca/directory/32744/sales-tracking/software) - [Insurance CRM Software](https://www.capterra.ca/directory/32554/insurance-crm/software) ## Alternatives 1. [Zoho CRM](https://www.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 2. [Maximizer CRM](https://www.capterra.ca/software/154610/maximizer-crm) — 4.1/5 (366 reviews) 3. [HubSpot CRM](https://www.capterra.ca/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) 4. [Pipedrive](https://www.capterra.ca/software/132666/pipedrive) — 4.5/5 (3042 reviews) 5. [eWay-CRM](https://www.capterra.ca/software/152769/eway-crm) — 4.5/5 (820 reviews) ## Reviews ### "Great Financial CRM" — 5.0/5 > **Michelle** | *February 21, 2025* | Financial Services Software | Recommendation rating: 10.0/10 > > **Pros**: I love the ease of using RedTail. The support is good too\! > > **Cons**: Sometimes it takes a day or two to get questions answered. > > Wonderful\! I love all the trainings offered and their RedTail U is the best\! ----- ### "Gets the Job Done but Could Be Better" — 3.0/5 > **Jaimie** | *January 2, 2025* | Financial Services Software | Recommendation rating: 4.0/10 > > **Pros**: Easy to use the basic functions. Good for keeping track of essential client data and maintaining a client review schedule. > > **Cons**: Requires a lot of menu diving for anything other than basic functions. Workflows are clunky for automations. Calendar integration is a hassle and tech support is subpar. > > Redtail CRM has been better out of the box than Sugar CRM but leaves a lot to be desired in terms of custom workflows and usability of the customer data profiles. ----- ### "Redtail Customer Service Review" — 4.0/5 > **Salimata** | *June 11, 2025* | Banking | Recommendation rating: 8.0/10 > > **Pros**: I like how easy Redtail is to use, with a clean interface and customizable client records. It also integrates well with industry-specific tools, and the built-in document management is really useful. > > **Cons**: Some parts of the interface feel a bit outdated. A few of the more advanced features can take time to learn, and customer support can be slow to respond. > > I use Redtail CRM daily to manage client relationships in the financial sector — it helps me track communications, schedule follow-ups, and keep everything organized in one place. ----- ### "Ease of use" — 4.0/5 > **Amelia** | *January 7, 2025* | Financial Services Software | Recommendation rating: 9.0/10 > > **Pros**: I like how user friendly it is. Their tech support is really helpful and very responsive. I like how it integrates with my other software. > > **Cons**: I don't like having to manually push my activities to see them on my todays view. I also wish there was a plugin in Outlook to be able to add an email to a contact and an activity. I also dont like not being able to search by nickname for my contacts. > > Overall it is easy to learn and use. I like how the contact profiles look. It is very functional. ----- ### "Quick to start, slow to run" — 3.0/5 > **Luke** | *May 4, 2025* | Banking | Recommendation rating: 9.0/10 > > **Pros**: I love the UI, proper simple and nippy, everything feels set up to keep your productivity ticking along. By saying that, I’m thinking of the colour‑coded dashboards and the nifty filters that let you customise the view to whatever’s pressing right this minute. > > **Cons**: I don’t like how slow it runs, really—you take it for a quick spin and end up waiting on every single screen, feels like it’s catching its breath each time. > > Overall, I find Redtail CRM spot‑on for everyday client handling and for lone advisers or tiny practices ----- Page: 1 / 5\ Next: [Next page](https://www.capterra.ca/software/121349/redtail-crm?page=2) ## Links - [View on Capterra](https://www.capterra.ca/software/121349/redtail-crm) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data