Suggestions appear as you type. Use the up and down arrows to choose one and Enter to open it.

This page's audience real numbers from our own analytics — open to see them
–Visitors
–Page views
–Clicks to vendors
–Time on page
–Reading now
Clicks to vendors, by tool
  • –
Top countries
  • –
Devices
  • –

– · counted by iTechGuides's own first-party analytics, bots removed, every figure rounded down · how we count

Redtail CRM pricing

#55 of 238 in CRM SoftwareFinancial Services CRM SoftwareFinancial Advisor Software

Redtail CRM costs from 39 USD on its cheapest paid plan; 3 plans in all, as listed on redtailtechnology.com — prices checked 23 Sep 2026.

3.9/10Editor score
Visit Redtail CRM
Redtail CRM3.9 Visit Redtail CRM

Redtail CRM pricing at a glance

Plans From $39/user/mo (annual) · 30-day trial No free plan — trial or paid only. Prices checked 23 Sep 2026.
See plans on redtailtechnology.com

Redtail CRM plans & pricing

PlanPriceKey limits
Launch$39/user/mo per user, billed yearly$45/user/mo
  • Maximum of 5 users
Growth$59/user/mo per user, billed yearly$65/user/mo
  • Unlimited users
EnterpriseNot checked yet
  • Customizable plans for larger teams and advisor networks

Prices as published by the vendor on redtailtechnology.com, checked 23 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Free trial
    30 days · no card needed
  • Built for
    Solo, Small business, Mid-market, Enterprise
  • Integrations
    192+ integrations: Orion, Schwab, eMoney, Office 365, Google
  • Free plan
    No
  • Paid from
    $39/user/mo

Our full Redtail CRM verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. How we rank.

Last updated · How we research and update