Redtail Plans

I've used several CRMs in the past, including Salesforce and in-house systems, and Redtail has been by far the easiest to learn and use. The platform is incredibly user-friendly, making my daily workflow much more efficient.

As a boutique RIA, Redtail has been a great fit for us — we utilize it daily to schedule our day-to-day meetings, develop our internal database of customer data, and monitor customer contact history.

We use Redtail every day, and the more we use it the more we get out of it. We find something else we need, just ask the chat and sure enough Redtail probably has it. It has so many features and integrates seamlessly with our back office and emails.

With Redtail, I am fully organized and ready for my day. Staff is great and helpful. I love how it keeps my day in order. I always know what is coming up and how to prepare for each day. Best CRM around.

Redtail makes it very easy for me to keep information in one place. Whether looking at one household or all of my business together, I can get to the info I need quickly and easily.

Workflows are the best in the industry and I have used several CRMs. If you like checklists or organized processes this is the CRM for you.