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Redtail CRM Review

CRM Software · Ranked #84 of 86

Redtail CRM is a CRM for the financial services industry.

Standard
65
/100
Our Ranking
Standard Tier
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Editorial verdict: why Redtail CRM ranks 65/100

RankedVendors Editorial Team · Updated June 13, 2026 · Independent score, not paid placement

Redtail CRM is a CRM for the financial services industry. On RankedVendors, Redtail CRM places 84th of 86 in CRM Software with a Standard-tier score of 65/100.

Best forTeams evaluating crm software that want a capable, well-rounded option.

Worth considering

  • Redtail CRM doesn’t publish fixed public pricing — request a tailored quote and compare it against alternatives before committing.
  • Few public buyer reviews so far, so validate fit with customer references and a hands-on trial.
  • Capable in CRM Software, but it sits in our Standard tier — shortlist it alongside our current #1, Salesforce.

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About Redtail CRM

Redtail CRM is a CRM for the financial services industry.

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Alternatives to Redtail CRM

Other CRM Software providers worth comparing before you decide.

SalesforceSalesforce is a CRM platform for managing pipeline, contacts, and revenue forecasting.92HubSpot CRMHubSpot CRM is a CRM platform for managing pipeline, contacts, and revenue forecasting.91Zoho CRMZoho CRM is a CRM platform for managing pipeline, contacts, and revenue forecasting.91PipedrivePipedrive is a CRM platform for managing pipeline, contacts, and revenue forecasting.90
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Redtail CRM — frequently asked questions

What is Redtail CRM's RankedVendors score?

Redtail CRM scores 65/100 on RankedVendors, placing it in our Standard tier and 84th of 86 among the CRM Software providers we track.

How much does Redtail CRM cost?

Redtail CRM does not publish standard public pricing. Contact Redtail CRM directly for a quote tailored to your team size and requirements.

Is Redtail CRM worth it?

Redtail CRM is a CRM for the financial services industry. It ranks 84th of 86 in CRM Software on RankedVendors. As with any provider, trial it against your shortlist using your own data before committing.

What are the best alternatives to Redtail CRM?

Top alternatives in CRM Software include Salesforce, HubSpot CRM, Zoho CRM, Pipedrive. Compare them side by side on our CRM Software ranking.

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