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On the recordRead 21 Oct 202645 facts
Redtail CRM
Redtail CRM · Sacramento, California · founded 2003
Plans and prices
Launch
$39a year
Maximum of 5 users
Read 23 Sep 2026 · redtailtechnology.com
Growth
$59a year
Unlimited users
Read 23 Sep 2026 · redtailtechnology.com
Launch — annual billing
$39a month, billed yearly
per user · maximum of 5 users · CRM features · secure mobile app
Read 21 Oct 2026 · redtailtechnology.com
Launch — monthly billing
$45a month
per user · maximum of 5 users · CRM features · secure mobile app
Read 21 Oct 2026 · redtailtechnology.com
Growth — annual billing
$59a month, billed yearly
per user · unlimited users · everything in Launch plus Imaging and Speak · process workflows
Read 21 Oct 2026 · redtailtechnology.com
Growth — monthly billing
$65a month
per user · unlimited users · everything in Launch plus Imaging and Speak · process workflows
Read 21 Oct 2026 · redtailtechnology.com
Enterprise
Priced on request
customizable plans · minimum license commitment required
Read 21 Oct 2026 · redtailtechnology.com
On the record
- AI features
- Yesredtailtechnology.com · read 23 Sep 2026
- API access process
- Developers can request API access for internal firm projects or apply to be a partner building an integration for Redtail users.corporate.redtailtechnology.com · read 21 Oct 2026
- Calendar
- The calendar supports Day, Week, or Month views, filters, team availability, activities, tasks, and reminders.support.redtailtechnology.com · read 21 Oct 2026
- Client relationships
- Contact records can include account information, relationships, reminders, and sales pipeline details.support.redtailtechnology.com · read 21 Oct 2026
- Company founded
- LinkedIn lists 2003 as Redtail Technology's founding year.linkedin.com · read 21 Oct 2026
- Company headquarters and size
- LinkedIn lists Sacramento, California as headquarters and company size as 51–200 employees.linkedin.com · read 21 Oct 2026
- Company legal name
- LinkedIn identifies the company as Redtail Technology, Inc.linkedin.com · read 21 Oct 2026
- Company ownership
- G2 describes Redtail as a brand entity of Orion Advisor Solutions since June 2022.g2.com · read 21 Oct 2026
- Contact management
- Contacts can be segmented with customizable fields and tagged or categorized to make records easier to search and edit in groups.support.redtailtechnology.com · read 21 Oct 2026
- Documentation and training
- Redtail provides a Knowledge Base, training resources, Redtail University, and onboarding resources through its product site.redtailtechnology.com · read 21 Oct 2026
- Email and calendar sync
- Growth customers can sync email history and calendars with external Microsoft-hosted email accounts through Suite Sync.support.redtailtechnology.com · read 21 Oct 2026
- Email sync
- Yesredtailtechnology.com · read 23 Sep 2026
- Free trial
- Yesredtailtechnology.com · read 23 Sep 2026
- Hosting
- The CRM is described as web-based and cloud-based; the reviewed pages do not describe a self-hosted deployment option.getapp.com · read 21 Oct 2026
- Integrations
- Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools.redtailtechnology.com · read 21 Oct 2026
- License
- Redtail CRM is a commercial subscription product and its public API requires agreement to API terms; the reviewed pages do not present it as open source or name an open-source license.redtailtechnology.com · read 21 Oct 2026
- Limit: Email syncing
- G2 reviewers say email syncing can fail to capture all communications.g2.com · read 21 Oct 2026
- Limit: Integrations and sync
- Reviewers report lagging calendar sync, broken integration links, and difficulty connecting some platforms.g2.com · read 21 Oct 2026
