$65 per month per database!


Redtail CRM is one of the most cost
effective CRM solutions a Financial Professional can
implement in today's market.


.: Per Database Pricing
Unlike other CRM solutions today, Redtail CRM is priced per database and not per user. Each database comes with the option to add up to 15 named users. For example, an office of 5 users will pay $65 a month. If you exceed 15 users, just add another $65 for an additional block of 15.

.: Telephone and Email Support Always Included
At Redtail we strive to provide the best possible service and training with all of our customers which is why you will never be charged to talk with one of your specialists.

.: Complimentary Database Conversions
Switching CRM providers should not be difficult. Which is why we provide complimentary database imports from nearly every major solution provider. Just activate your first month subscription to Redtail CRM and we will do the rest.

.: FREE Database Archives
Because we believe in the golden rule (Your data is your data). We provided free archives of your data.

.: Broker Dealer / Group Discounts
Be sure to ask an Account Manager to see if you qualify for any of our discounts!