Redtail CRM offers cloud-based solution for financial services with key features and pricing details

Redtail CRM is a cloud-based customer relationship management tool designed for financial services. It offers features like automated workflows, a customizable calendar, and reporting dashboards. However, its pricing is higher than some competitors, and it has limited integrations. The pricing structure includes three plans: Launch at $39 per user per month, Growth at $59, and an Enterprise option that requires a custom quote. A 30-day free trial is available for new users. While users appreciate the support and note-taking features, they report issues with the user interface and occasional bugs. Alternatives like HubSpot, Pipedrive, and monday CRM offer different features and pricing structures that may better suit some businesses.