# Redtail CRM — user reviews > 86 indexed App Store user reviews of Redtail CRM by Redtail Technology, Inc., rated 4.60/5 from 675 ratings. - Source: https://appshunter.io/ios/app/redtail-crm/id1088069067/reviews - App overview in markdown: https://appshunter.io/ios/app/redtail-crm/id1088069067.md - Rating breakdown: 5★ 525 · 4★ 91 · 3★ 27 · 2★ 15 · 1★ 17 ## 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 ## Newest reviews (15 of 86) ### 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. ### 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. ### 4/5 — Workflows need to work better. *2024-12-18, version 2024.7.10* Pretty good functioning out there to most. But work clothes in the app are not full functioning like they are on the website. ### 2/5 — Slow! *2024-02-12, version 2023.6.9* This app is so slow at loading that it’s actually faster for me to log on to my computer, log in to our AUM system and then open Redtail through SSO. That’s ridiculous. ### 4/5 — Always room for improvement. . . But not much! *2023-12-01, version 2023.6.9* The app is quick and easy. It really helps keep me organized. ### 5/5 — Rt *2023-10-28, version 2023.6.9* Redtail is the best ### 5/5 — You will love it, I promise *2023-10-18, version 2023.6.9* The newly improved app is incredible!!!! I use it nearly every day. ### 4/5 — Redtail App *2023-10-16, version 2023.6.9* They have gradually made this into a well functioning app that I use daily. It would be great if it had the birthdays on the app. ### 2/5 — Can’t see documents *2023-10-09, version 2023.6.9* I hardly ever use the app because many times I need to see documents that we have uploaded and I cannot do that with this app. Period. Unless maybe there’s just something I haven’t figured out yet? If it had the ability to open view and upload docs then it would be a five star! ### 4/5 — Great App! *2023-09-09, version 2023.6.9* Recent updates make it sooo much more functional. Ties in perfectly with my desktop. I use it all the time. The only reason it’s not a “5” is because it doesn’t do Workflows (at least as far as I know). ### 5/5 — Redtail *2023-08-24, version 2023.6.9* Love this app! It would help to have a search feature for client notes. ### 5/5 — Changing calendar *2023-08-11, version 2023.6.9* I think it’s fairly easy and intuitive to move things around. ### 4/5 — Redtail Webmail *2023-06-28, version 2023.6.9* It would be nice to have access to Restail’s webmail though a mobile app ### 5/5 — Changing calendar *2023-03-29* I think it’s fairly easy and intuitive to move things around. ## Most critical reviews (10 lowest-rated) ### 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 ### 1/5 — Slow as mud *2024-08-05, version 2024.7.10* It takes too long to view the calendar…. Takes 5 seconds for a single day to load. Trying to find an open time can take over a minute. Takes another 45 seconds to book an appointment m. It’s been years, no improvement to speed. ### 1/5 — Doesn’t update opportunities linked with contacts from web *2024-07-05, version 2024.6.13* Doesn’t update opps linked with contacts from web. ### 1/5 — App is pathetic *2024-03-17, version 2023.6.9* The CRM itself is already the most basic, barely worth the cost nonsense. But the app? The app is actually worthless. It never works. Constantly can’t fetch anything and won’t connect to the server. ### 1/5 — Cumbersome app *2022-10-02, version 2022.9.27* The more I use this app the more aggravated I get. Slow, poor layout, and useless without a fast internet signal. It doesn’t integrate with the calendar on my phone. If my company didn’t use Redtail for the calendar I would never consider using this app. ### 1/5 — Seems like it’s not working *2021-11-03, version 2021.10.28* More often it’s not working then it is working on my cell phone. Very disappointed with this app. Never tells me when it needs to update. I’ve updated it the darn thing is still not working. ### 1/5 — Useless *2021-03-05, version 2021.2.18* This app has just gotten worse over the years. You can’t even look up contacts by last name without the having issues. When the app can’t handle basic functionality like a contact lookup it is basically useless. ### 1/5 — Just use outlook *2021-01-27, version 3.14.0* The desktop version goes “down” too often (Which CANT happen to your CRM when all of your client data is on there) and the app leaves so much to desire I don’t even know where to begin. So disappointed we switched over to RedTail. Save yourself. ### 1/5 — Unusable *2020-02-16, version 3.3.0* There’s a partial graphic logo (RedTail), that blocks access to the navigation button in the upper left corner of the app. Disappointing. Update: Developer responded that this should be fixed in the next update. . . Until then I am deleting it because I can’t use it on my iPad. However, it does work using the iPhone version on my iPhone ### 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. ## Most praised reviews (10 highest-rated) ### 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! ### 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! ### 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 ### 5/5 — Great app *2024-10-19, version 2024.7.10* So easy to use ### 5/5 — It works *2024-10-06, version 2024.7.10* Good CRM ### 5/5 — Could be better but still not bad *2024-05-18, version 2023.6.9* I love Redtail in general. For the most part, you cannot live in the app, you have to use the desktop application. And it’s a pretty complicated system for an app. But when you’re on the run, at least it does suffice. Can probably use a few improvements, but overall, I like it. ### 5/5 — Love It *2024-01-21, version 2023.6.9* This is so easy to use! Love it! ### 5/5 — Terrific App for Financial Advisors *2024-01-14, version 2023.6.9* When you’re on the go, this app is indispensable! Highly recommend! I’m using this app more and more. --- *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 2026-08-29.*