CRM pricing
Redtail pricing
Redtail publishes its prices on its own site. The cheapest plan is Launch, at $39/user/mo. We checked on Oct 6.
Starting priceFrom $39/user/mo
Checked on the vendor's site · Oct 6
One person, cheapest plan$39 a month
Price on their own siteYes
Plans and prices
| Plan | Price | Billing |
|---|---|---|
| Launch | $39/user/mo | Billed yearly |
| Growth | $59/user/mo | Billed yearly |
Other costs and terms
- Enterprise plan: customizable pricing, minimum license commitment required
- Checked on the vendor's site · Oct 6
- Leaving: Admins or the database owner can request a full database backup, downloaded as a zipped MySQL file.
How Redtail compares on price
Where Redtail sits on price
RedtailOther advisor CRMsAdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo
Nearby on price
The rule: the two advisor CRMs just below Redtail and the two just above it, on what one person pays per month. Paying vendors are never moved up.
| Tool | One person, cheapest plan (our sum) | Cheapest plan | Where the price came from |
|---|---|---|---|
| $15 a month for one person | Everything included, $15/user/mo | Checked on the vendor's site · Oct 6 | |
| $26 a month for one person | Business Ultimate, $26/user/mo | Checked on the vendor's site · Oct 6 | |
| $52 a month for one person | Core CRM, $52/user/mo | Checked on the vendor's site · Oct 6 | |
| $59 a month for one person | Basic, $59/user/mo | Checked on the vendor's site · Oct 6 |
Price changes
Spotted a price that has changed? Send a correction and we'll check it again.


