# Redtail CRM > Cloud-based CRM app for financial advisors to manage client relationships remotely. (iPhone/iPad app by Redtail Technology, Inc..) - Source: https://appshunter.io/ios/app/redtail-crm/id1088069067 (this page in markdown: same URL + `.md`) - Developer: [Redtail Technology, Inc.](https://appshunter.io/developer/347316603) - Category: Business - Price: Free - Rating: 4.60/5 from 675 App Store ratings · 86 written reviews indexed - Age rating: 4+ - Requires: iOS 13.0 · 30 MB - Languages: American English - Released: 2016-03-04 - Data updated: 2026-08-12 - Monetization: free with in-app purchases - User reviews in markdown: https://appshunter.io/ios/app/redtail-crm/id1088069067/reviews.md ## What is Redtail CRM? Access the day-to-day contact information, calendar items, and CRM capabilities necessary for you to manage your client relationships whether you’re in the office, on the road, up in the air, or walking the family dog. Redtail CRM was founded in 2003 as the first cloud-based CRM tailored specifically for advisors to provide anywhere, anytime access to their data and processes, an essential need in our increasingly connected world. Redtail CRM’s companion app aims to provide you with many of the tools from the CRM you access from desktop or laptop, in order that your ability to service your clients effectively remains consistent, no matter the device you are currently using or where you find yourself. If you aren’t already a Redtail CRM subscriber, we welcome you to take advantage of our 30-day free trial! The Redtail CRM app is free-to-use for subscribers. Using the Redtail CRM app, you can stay on top of meetings and opportunities and stay connected to your clients, your prospects and your team: Access your Redtail calendar, as well as the calendar of your other database users. View individually or view multiple users’ calendars at once. See your calendar in Day, Month, or Week (with expandable agenda view for each day of the week) views. Expand your activities to a card view on the today page to view relevant details. Quick completion or edit options are accessible from an activity’s card view (or with a left swipe on a non-expanded card). Create, edit, assign, complete and/or delete activities. The date picker for activities features days of the week along with the date in order to facilitate ease of selection. Add contacts and/or attendees to new activities. Edit contacts and/or attendees on existing activities. Easily access your Contacts A-Z page and your recently viewed contacts, or search your entire database of contacts. Quickly access your contacts’ activities, notes, accounts, contact card and details, important information, keywords and tag groups. Be prepared for every meeting, whether it occurs by schedule or by chance. Reach out to your contacts via phone, text or primary email from any page within their contact record. Click a contact’s address to access Maps and driving directions. Add notes to contact records. Adding notes during or directly after a client interaction allows you to document what is important before it can slip from your mind. This also means you aren’t leaving this all-important task to the end of the day, when there may be competing pressures for your attention. Add or edit activities, phone numbers, email addresses, physical addresses, social media addresses and/or website addresses for your contacts. View, edit or add new opportunities to your CRM. About Redtail Technology: Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry's most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. ## Key features - 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 ## What do users think of Redtail CRM? Overall sentiment: neutral **Pros** - 🚀 Easy to use - 🔒 Secure - 👍 Convenient for on-the-go work - 👍 Logical and helpful system - 👍 Exact and available with great service - 👍 Integrates well with other platforms **Cons** - 🐛 App never works or crashes constantly - 🐛 Calendar won't load or sync properly - 🐛 Difficult to complete tasks with notes - 🐛 Slow loading times - 🐛 Doesn't update opportunities linked with contacts - 🐛 Can't view documents - 🐛 Lacks modern features like push notifications **Commonly reported bugs** - Calendar won't load - Crashes when adding events - Navigation button blocked by graphic **Most requested features** - Search feature for client notes - Birthdays shown in notifications - Kanban view for opportunities - Integration with Zimbra Calendar - Face ID support - Version information and update check - Filters for contact search - Dark mode ## Recent user reviews (10 of 86) All indexed reviews: https://appshunter.io/ios/app/redtail-crm/id1088069067/reviews.md ### 4/5 — Really great, but wish workflow has worked better *2026-05-20, version 2026.1.8* 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. ### 5/5 — 5-Star Review — Redtail Mobile App *2025-12-15, version 2024.7.10* 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! ### 1/5 — Useless *2025-10-31, version 2024.7.10* The app never works. Either make it work or get rid of it. It’s completely useless ### 5/5 — Very Happy. Logical and Helpful system. *2025-08-06, version 2024.7.10* Great app. Very happy! ### 5/5 — Review *2025-05-29, version 2024.7.10* Always exact and available and providing great service! ### 2/5 — Calendar won’t always load *2025-04-20, version 2024.7.10* Have to uninstall and reinstall to get calendar to function. And the sync to outlook is terrible. ### 3/5 — Task Notes *2025-04-11, version 2024.7.10* It is difficult to compleat tasks with notes through the app. It’s a function I use often on a desktop. It makes our workflow inconsistent. ### 2/5 — Who are the dinosaurs rating this app at 5 stars? *2025-03-24, version 2024.7.10* Let’s be positive and start with the good: - It doesn’t crash constantly and updates seem to push seamlessly. - Integrates well with other financial platforms. The bad: - Just about everything else when comparing it to a modern app. And when I say “modern”, I mean let’s go back to Blackberry days. - Zero push notifications. That alone should disqualify this from being considered in your organization. RT is included in a package we pay for with Orion. From a compliance standpoint it makes great sense and was a seemingly easy decision. Our organization moved away from RT a few years back and only switched back because of the package deal. As of right now we wish we would have stayed the course with Wealthbox. We were promised when signing up that improvements would be made to RT and features would be added to work better with the financial industry. I didn’t realize that meant they were starting from ground zero... Yes it’s better than a carrier pigeon, no I would not recommend this app. ### 5/5 — Very Happy. Logical and Helpful system. *2025-02-04, version 2024.7.10* Great app. Very happy! ### 5/5 — Advisor *2024-12-31, version 2024.7.10* Mark G ## Frequently asked questions about Redtail CRM ### 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. ## Version history (last 5 releases) ### 2026.1.8 — 2026-01-07 Bug fixes and improvements ### 2024.7.10 — 2024-07-11 Bug fixes and improvements ### 2024.6.13 — 2024-06-14 Bug fixes and improvements ### 2024.6.6 — 2024-06-07 Bug fixes and improvements ### 2023.6.9 — 2023-06-09 Bug fixes and improvements ## Apps similar to Redtail CRM | App | Rating | Price | Category | | --- | --- | --- | --- | | [Wealthbox](https://appshunter.io/ios/app/wealthbox/id1448255830) | 4.8 (1,613) | Free | Business | | [Osaic Events](https://appshunter.io/ios/app/osaic-events/id6462837043) | 2.7 (3) | Free | Business | | [Zocks](https://appshunter.io/ios/app/zocks/id6443466353) | 4.6 (32) | Free | Business | ## More apps by Redtail Technology, Inc. - [Redtail Speak (old)](https://appshunter.io/ios/app/redtail-speak-old/id1335170156) - [Redtail Speak](https://appshunter.io/ios/app/redtail-speak/id1565188741) All apps by Redtail Technology, Inc.: https://appshunter.io/developer/347316603 ## Related topics [wealthbox crm](https://appshunter.io/ios/topics/wealthbox-crm) · [assetmark](https://appshunter.io/ios/topics/assetmark) · [wealthbox](https://appshunter.io/ios/topics/wealthbox) · [diltalks advisor](https://appshunter.io/ios/topics/diltalks-advisor) · [crm financial](https://appshunter.io/ios/topics/crm-financial) · [emoney advisor](https://appshunter.io/ios/topics/emoney-advisor) · [gnums admission crm](https://appshunter.io/ios/topics/gnums-admission-crm) · [trella marketscape crm](https://appshunter.io/ios/topics/trella-marketscape-crm) · [crmseries pro](https://appshunter.io/ios/topics/crmseries-pro) · [pure financial advisors](https://appshunter.io/ios/topics/pure-financial-advisors) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-12.*