Launch
$45.00 /mo
$45 per user per month billed monthly or $39 per user per month billed annually
- Users
- Maximum of five users on Launch
- CRM
- Full Redtail CRM with mobile app and integrations
Redtail pricing
● Identity checkedAssistant · Vendor site 2026-10-04
Redtail is a CRM built for financial advisors with contact management, workflows, mobile access, and integrations to advisor tech stacks. Add-ons include compliant texting (Speak), document imaging, and email archiving under the Redtail Technology umbrella.
- Category
- Assistant
- Free access
- Free trial of the full Growth plan for new users only
- API access
- Not confirmed
Understand the total cost
Redtail pricing & plans
Growth
$65.00 /mo
$65 per user per month billed monthly or $59 per user per month billed annually
- Users
- Unlimited users
- Add-ons
- Includes Imaging and Speak compliant texting
Price history
No retained pricing changes yet. A current price alone does not establish a historical trend.
How this profile is supported
Identity and profile
Reviewed vendor source
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