Redtail CRM

Redtail CRM

by Redtail Technology, Inc.

675 ratings
86 reviews
Free

Details

  • Released
  • Updated
  • March 4, 2016
  • January 7, 2026

Features

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About

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

Access client contact information
Manage calendar and schedule activities
View and edit contact details
Add notes to contact records
Communicate with contacts via phone/email
Track client opportunities
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What users say

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What's New in Redtail CRM

2026.1.8

January 7, 2026

Bug fixes and improvements

User reviews

Really great, but wish workflow has worked better

This app is really great at making the complex CRM simple to use. The only issues are with workflows. Workflows do not have full functionality as they do on the website. Can be inconvenient at times.

5-Star Review — Redtail Mobile App

I’m rating the Redtail mobile app 5 stars. It’s super easy to use, secure, and has made documenting client interactions and communications incredibly simple and convenient. The app is especially valuable when we’re traveling or attending conferences — having quick access to notes and contacts on the go makes a huge difference. I absolutely love having this tool as part of our workflow!
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Useless

The app never works. Either make it work or get rid of it. It’s completely useless

Very Happy. Logical and Helpful system.

Great app. Very happy!

Review

Always exact and available and providing great service!

Developer apps

User experience

🐞

Reported Bugs

3 issues

Calendar won't load

Bug

Crashes when adding events

Bug

Navigation button blocked by graphic

Bug

Requested Features

8 requests

Search feature for client notes

Feature

Birthdays shown in notifications

Feature

Kanban view for opportunities

Feature

Integration with Zimbra Calendar

Feature

Face ID support

Feature

Version information and update check

Feature

Filters for contact search

Feature

Dark mode

Feature

FAQ

What does the Redtail CRM app do?

The Redtail CRM app provides mobile access to your client relationship management data. It allows you to manage contact information, view and schedule calendar items, add notes, and communicate with clients, ensuring you can service them effectively from anywhere.

What are the key features of the Redtail CRM app?

Key features include accessing your contact database, managing your calendar with day, month, and week views, creating and editing activities, adding notes to contact records, and initiating calls or emails directly from contact profiles. You can also view and manage client opportunities.

Is the Redtail CRM app free to use?

The Redtail CRM app is free to use for existing Redtail CRM subscribers. If you are not yet a subscriber, you can take advantage of a 30-day free trial of the Redtail CRM service.

What devices is the Redtail CRM app compatible with?

The app is designed to provide access to CRM tools on various devices, allowing for consistent client servicing regardless of whether you are using a desktop, laptop, or mobile device.

How can this app help me manage my client relationships?

This app helps you stay organized and connected by providing instant access to client details, upcoming appointments, and communication logs. You can quickly prepare for meetings, add important notes immediately after interactions, and reach out to clients efficiently, all from your mobile device.