--- description: Learn more about Redtail CRM. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Redtail CRM Reviews, Cost & Features | GetApp Australia 2026 --- Breadcrumb: [Home](/) > [CRM Software](/directory/230/crm/software) > [Redtail CRM](/software/114375/redtail-crm) # Redtail CRM Canonical: https://www.getapp.com.au/software/114375/redtail-crm Page: 1 / 5\ Next: [Next page](https://www.getapp.com.au/software/114375/redtail-crm?page=2) > Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more > > Verdict: Rated **4.1/5** by 85 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Redtail CRM Records can be categorized and tagged for searching, bulk editing, and targeted marketing campaigns. Activities are generated and tracked automatically by configurable workflows, and automated reminders alert users to important events such as client anniversaries, birthdays, and reviews. Bulk email broadcasts can be sent to groups of prospects or clients, with support for file attachments. The contact record timeline provides users with an at-a-glance view of activity, metrics, accounts, notes, and data changes. Redtail CRM integrates with a range of applications, including LaserApp, Riskalyze, Albridge, Morningstar, and MoneyGuidePro. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.1/5** | 85 Reviews | | Ease of Use | 4.0/5 | Based on overall reviews | | Customer Support | 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**: USD 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 - Activity Tracking - Alerts/Notifications - Appointment Scheduling - CRM - Calendar Management - Client Management - Collaboration Tools - Contact Database - Contact Management - Customer Database - Customizable Fields - Customizable Reports - Data Import/Export - Document Management - Document Storage - Email Management - Email Marketing - Event Triggered Actions - For Financial Institutions ## Integrations (3 total) - Envestnet | MoneyGuide - Morningstar Office Cloud - Nitrogen ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [CRM Software](https://www.getapp.com.au/directory/230/crm/software) ## Related Categories - [CRM Software](https://www.getapp.com.au/directory/230/crm/software) - [Financial CRM Software](https://www.getapp.com.au/directory/1265/financial-crm/software) - [Contact Management Software](https://www.getapp.com.au/directory/337/contact-management/software) - [Sales Tracking Software](https://www.getapp.com.au/directory/3059/sales-tracking/software) - [Insurance CRM Software](https://www.getapp.com.au/directory/3083/insurance-crm/software) ## Alternatives 1. [Zoho CRM](https://www.getapp.com.au/software/9908/zoho-crm) — 4.3/5 (6964 reviews) 2. [HubSpot CRM](https://www.getapp.com.au/software/102533/hubspot-crm) — 4.5/5 (4451 reviews) 3. [Maximizer CRM](https://www.getapp.com.au/software/20482/maximizer-crm) — 4.1/5 (366 reviews) 4. [eWay-CRM](https://www.getapp.com.au/software/106997/eway-crm) — 4.5/5 (820 reviews) 5. [Nimble](https://www.getapp.com.au/software/20406/nimble) — 4.4/5 (1868 reviews) ## Reviews ### "Well Rounded CRM for Advisors" — 4.0/5 > **Brian** | *3 July 2018* | Recommendation rating: 10.0/10 > > **Pros**: Cost, ability to integrate, and customization. There are many fields and options to tailor to your business needs. The subscription models for the \# of users you get for the price is a great deal. Lots of resources/training and customer service is excellent. Without this support, Redtail could appear overwhelming in a good way to the average user. > > **Cons**: Biggest complaint is the lack of calendar and contact syncing with Office 365. There are desktop programs that sync but this requires you to have your laptop on and sometimes I don't use my computer everyday (tablet instead some days) and thus my info wouldn't be synced. Rules for reports and to set up workflows could be more user friendly. ----- ### "Use it Every Day and Love It\!" — 5.0/5 > **Verified Reviewer** | *30 September 2021* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: The customer service is extremely responsive and easy to work with. I also really liked that we had a trainer reach out to us and do a one on one session to make sure we had everything set up correctly. So nice to get that kind of attention when we aren't a big company. > > **Cons**: The alerts for the calendar are the only thing I wish they could improve on. > > Very positive\! The workflows and activity tracking have helped make us very efficient and they also integrate with so many other platforms that it saves us a lot of time from duplicate data entry ----- ### "Not impressed by the user-interface, but the CRM serves it's function." — 3.0/5 > **Jeremiah** | *6 December 2017* | Recommendation rating: 5.0/10 > > **Pros**: I enjoy that all information is thoroughly saved once it's in the system. You can't accidentally or intentionally delete comments/notes on clients accounts. This is crucial in a field where we need to know what has been communicated to our clients. This CRM allows us to produce reports that show when/where the client came in. This is an important process to understand how we should interact with clients to better serve them. > > **Cons**: There are a lot of things I dislike with the software, especially for how much it costs. The interface is somewhat easy to learn, but it tends to be clunky. It takes longer than I would hope to find client names in the database, and it seems the product focuses more on integrating with other companies than it does on simplicity. Adding activities/tasks on a to-do list is something we highly value. The process of adding new tasks tends to be a little overcomplicated, and it doesn't organize well. Using workflows for specific clients is not very easy either. We spent a lot of time developing workflows for clients, but ended up ditching it for handwritten notes\! Ouch. It was quicker, more efficient, and more reliable than using the CRM. > > We are able to see detailed notes on clients, and those notes never go away. ----- ### "Amazing CRM" — 5.0/5 > **Verified Reviewer** | *5 October 2021* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: This software allows me to do everything I need and then some. If I ever need help customer service has been the best. Everyone has been helpful and friendly. Using this has definitely made my life better from what we used to use. > > **Cons**: Nothing to complain about yet. Once in a while the upload speed it slow, but that could be on my side. > > Fantastic\! ----- ### "Redtail Review" — 4.0/5 > **Verified Reviewer** | *18 July 2022* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: How intuitive it is to create activity tasks and then also to create templates for processes that we use all the time. > > **Cons**: There are sometimes very easy features that you think would be available that aren't. It is important to find lists and create lists of data and then be able to sort and customize and export and it just isn't quite there with Redtail CRM. We are hopeful that the merger w/ Orion will create better reporting lists. ----- Page: 1 / 5\ Next: [Next page](https://www.getapp.com.au/software/114375/redtail-crm?page=2) ## Links - [View on GetApp](https://www.getapp.com.au/software/114375/redtail-crm) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Structured Data