Redtail CRM review: pricing, plans and integrations
Redtail CRM is a web CRM made for financial advisors, owned by Orion Advisor Solutions. It keeps contacts, households, investment accounts and opportunities, with no insurance policy records of its own.
Launch costs $39 a user per month billed yearly, and a 30-day trial of Growth is free.
- Best for
- Financial advisors who also sell life, annuity or long-term care and keep insurance policies elsewhere
- Type
- CRM for financial advisors
- Lines
- Wealth management. Life and annuity cases through BackNine
- Price
- $39 or $59 a user per month, billed yearly
- Free trial
- 30 days of Growth, no card needed
- AMS connections
- None. Custodian account feeds and BackNine life cases
- Calling and texting
- Texting through Redtail Speak on Growth. Calls from your phone
- Apps
- Web, iPhone and Android
Our take
Redtail suits financial advisors who want contacts, households, investment accounts and a pipeline in one CRM. Growth adds compliant texting and document storage.
Advisors who also write life or annuity business can sync those cases from BackNine.
Pros
- Published per-user prices
- 30-day free trial with no card
- iPhone and Android apps
- Texting and document storage on Growth
- Open API for custom links
Cons
- Built for advisors, with no insurance policy records, AMS links or carrier downloads
- No commission or Medicare tools
- Enterprise pricing is quote only
Plans and pricing
| Plan | Billed yearly | Billed monthly | Users | What it adds |
|---|---|---|---|---|
| LaunchA small advisory office | $39 | $45 | Up to 5 | Contacts, accounts, reports, segments and the mobile app |
| GrowthTeams that text clientsAdds texting and documents | $59 | $65 | No limit | Workflows, automation triggers, permissions, Imaging documents and Speak texting |
| EnterpriseAdvisor networks | Quote only | Quote only | Partnership pricing for larger firms |
Prices a user per month as of October 2026, from Redtail's pricing page. No setup fee, and data conversion is free.
What it would cost you
Cost per month
First-year cost
Software cost per new client
Launch allows 5 users at most.
Client and policy records
- Records it keeps
- Contacts, family households, investment accounts, opportunities, notes and custom fields
- Households
- Spouse, dependents and head of household
- Policies
- No policy record of its own. BackNine can sync life and annuity cases into contacts and accounts
- Role next to your AMS
- Front office only. Keep policies in an agency system
Leads and pipeline
LeadCenter.AI can add a lead as a new contact, with a spouse if you want one.
Assignment rules
- Methods
- A named owner on each contact and opportunity
- Permissions
- Contact, note and opportunity permissions on Growth
Renewals, retention and cross-sell
- Reminders
- Birthdays, anniversaries, client reviews and account renewals and riders
- Automation
- Workflows and automation triggers on Growth
- Insurance renewals
- No policy expiration workflow. You build one from custom fields
Email, calling and texting
Texting
Redtail Speak on Growth sends texts and chats with an archive, attachments, scheduling and bulk sends.
Email from the contact record, with workflows and reminders.
Calling
The mobile app dials from your phone.
- Consent
- Speak asks each new contact to confirm by reply before the chat starts
- Texting registration
- Your firm registers its Speak numbers with carriers
AMS and carrier connections
Its links serve advisors, such as custodian account feeds and Orion tools.
| Connects to | Type | How | Direction | What it does |
|---|---|---|---|---|
| BackNine | Raters and quoting | Partner | Both ways | Life, long-term care, disability and annuity cases sync to contacts. Quotes start from a contact |
| Custodian and portfolio account feeds | Other | Into Redtail CRM | Daily investment account data | |
| Orion Advisor Tech | Other | Bundled | Client portal and planning tools | |
| LeadCenter.AI | Lead vendors | Partner | Into Redtail CRM | New leads become contacts |
| Zocks | Other | Partner | Both ways | Meeting agendas, with notes and tasks written back |
| Apptoto | Calendars and meetings | Partner | Calendar sync and reminders by text, email or voice | |
| Waterlily | Other | Partner | Long-term care planning results written back | |
| Redtail open API | Other | API | More than 100 endpoints |
Client portal and mobile app
Mobile app
Free iPhone and Android apps cover the calendar, contacts, notes, accounts and opportunities, with calls, texts and maps from a contact.
Client portal
The Orion Advisor Tech portal comes with both plans. It shows investment information, not insurance ID cards.
Reporting
Reports
- Contact reports and segments
- Scheduled custom reports
- Pipeline reports
- Account and assets reports
- Required minimum distribution tools
- Excel exports
Migration and getting started
Start the free trial
30 days of Growth with no card. Trial data is deleted if you don't subscribe.
Convert your data
Redtail moves your existing client data free when you activate.
Learn it
Guided onboarding, Redtail University and webinars.
Support by phone, email and the help center.
Contract, export and cancellation
- Term
- Monthly or yearly, charged in advance
- Notice to cancel
- 30 days in writing, and the rest of the term is still owed
- Price changes
- 30 days' email notice
- Refunds
- None unless the terms say so
- Your data
- Yours. Export to Excel while subscribed. Orion returns or deletes it within a year of the end
Redtail CRM alternatives
- InsuredMineFrom $106 a user per monthInsurance CRM with policy records and AMS sync
- Smart Agent CRM$95 a user per monthLife and health CRM with carrier and commission tools
- HubSpotFree CRM. Paid from $20 a user per monthGeneral CRM with a free plan and marketing tools
- Salesforce Financial Services CloudInsurance Brokerages from $500 a user per monthCovers both wealth and insurance records for larger firms
See every option in insurance CRM.
Frequently asked questions
How much does Redtail CRM cost?
Launch is $39 and Growth $59 a user per month billed yearly, or $45 and $65 billed monthly.
Does Redtail CRM connect to my AMS?
No. Its connections serve advisors, such as custodian feeds and Orion tools.
Can Redtail CRM track insurance policies?
Not as their own records. BackNine can sync life and annuity cases into contacts and accounts.
How we researched this review. We based this review on the pricing, terms and product pages published by Redtail CRM, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Redtail CRM quit selling or a contract term that reads different now, let us know and send the link to the page where Redtail CRM has it. Somebody here pulls up that page and checks it before we change anything on ours.