Redtail CRM

CRM for financial advisors and their teams.

Category: CRM & Follow-up
Lines of business: Life, Annuities
Pricing: See pricing page on site: https://www.redtailtechnology.com/pricing
Website: https://www.redtailtechnology.com
Last checked 2026-10-16. Info is from the vendor's public site; verify before buying.

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What agents use it for

Example prompt

Describe this cadence to Redtail's AI Workflow Builder (Redtail AI, Growth plan, subject to broker-dealer approval) to get an editable workflow draft with steps, tasks and due-date offsets, then review it and publish it as a firm template.

Example prompt

Track client households and follow-up activities in Redtail CRM.

Review AI output for accuracy and compliance; never paste client PII.

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