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Paid plans start at $39/mo.
Redtail CRM starts at $39 per user/month with annual billing for Launch, or $45 month to month. Growth costs $59 annually or $65 monthly per user. Launch tops out at five users; Growth adds unlimited users, 200 GB of Imaging storage, unlimited Speak messages and automated workflows. Enterprise pricing is custom and requires a minimum license commitment. The listing shows no free plan; trial availability is not published, so budget around team size, billing term and any Enterprise quote.
01Every plan, line by line
| Plan | Billed annually | Billed monthly | Built for |
|---|---|---|---|
| Launch | $39 | $45 | Small advisory teams needing core CRM |
| Growth | $59 | $65 | Teams needing CRM, Imaging and Speak |
| Enterprise | — | Quote | Larger teams or advisor networks |
Add-ons and overages
- Premiere partnership pricing agreements; custom pricing and minimum license commitment
What a team pays per month
| Plan | 1 seat | 5 seats | 10 seats | 25 seats |
|---|---|---|---|---|
| Launch | $39 | $195 | $390 | $975 |
| Growth | $59 | $295 | $590 | $1,475 |
02What the plan grid doesn't tell you
Monthly billing premium
Monthly billing adds $6 per user/month versus annual pricing on either listed plan.
Launch user ceiling
Launch is capped at five users. Growth is listed with unlimited users; the pricing page does not state a separate price for extra Launch seats.
Imaging storage limit
Growth includes 200 GB of Imaging storage. Pricing and terms for storage beyond that amount are not published.
Enterprise commitment
Enterprise pricing is custom and requires a minimum license commitment; the commitment size and price are not published.
03Which plan should you buy?
| If you are… | Get | Why |
|---|---|---|
| Small teams of up to five | Launch | The listed fit is small advisory teams needing core CRM, with contact and account management, a mobile app and integrations. |
| Teams needing more tools | Growth | It includes unlimited users, 200 GB of Imaging storage, unlimited Speak messages and automated workflows; compliant texting is subject to approval. |
| Larger teams or networks | Enterprise | The plan offers customizable terms and partnership pricing, but requires a minimum license commitment and has no published price. |
04Is Redtail CRM worth the money?
Redtail is built for advisor teams, not positioned as a general-purpose low-cost CRM: annual Launch starts at $39 per user/month, while Growth is $59 and adds workflows, Imaging storage and Speak messages. The value depends on whether your firm will use those tools and whether five Launch seats are enough. Enterprise has no published price and requires a minimum commitment. These prices alone do not show that Redtail beats alternatives such as Wealthbox; compare compliance fit and total quotes.
Redtail CRM pricing FAQ
How much does a CRM system cost?
Redtail CRM costs $39 or $59 per user/month with annual billing for Launch and Growth, respectively. Monthly billing is $45 for Launch and $65 for Growth. Enterprise pricing is custom, and the pricing page says a minimum license commitment is required.
What is Redtail CRM used for?
Redtail is CRM and communications software for financial advisors. It helps firms organize client information, manage relationships and automate workflows. Related tools include Speak for archived, CRM-integrated texting, Imaging for document management, and Email for archiving client email.
Is Redtail or Wealthbox better?
The published pricing information does not include Wealthbox pricing or features, so it is not enough to call one product better. Redtail's listed strengths include advisor-focused CRM, workflows and compliance-related tools. Compare both products against your firm's workflows, compliance needs and full quoted costs.
What company owns Redtail CRM?
The materials available for this pricing page do not identify Redtail CRM's parent company or owner. The listed website is redtailtechnology.com, but that domain alone does not establish corporate ownership. Check the vendor's current company or legal disclosures before relying on an ownership claim.