Redtail CRM is a business app developed by Redtail Technology, Inc..
How many times has Redtail CRM been downloaded?
Redtail CRM has been downloaded 18 thousand times. In the last 30 days, the app was downloaded 93 times.
What is the rating of Redtail CRM?
Redtail CRM is rated 3.45 out of 5 stars, based on 220 ratings.
Is Redtail CRM free?
Redtail CRM is free to download. The APK download size is 29.03 MB. The latest version available is 2025.11.3. The last update was on October 31, 2025.
What are the requirements for Redtail CRM?
Redtail CRM requires Android 4.1+ or higher. The app has a content rating of Everyone. The app has been available on Google Play March 2016.
Description
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. For more information, visit www.redtailtechnology.com.
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I really enjoy being able to use my phone to dictate the notes on the clients. It is very easy to use.
★★★★★David J Novick· Feb 19, 2020
Finally works on my phone I tied the old version for 6 months and did not work on my Google Pixel. But new version works. It is easy to use and easy to see the calendar. Finally
★★★★☆Christopher Vining· Dec 21, 2020
Great service, good app. I have a Galaxy S7 and the app doesn't notify me, the options and customization are limited. There is a lot of improvement to go. But the fact that I can access so much information behind a security wall is amazing. I am looking forward to many improvements in the app, and I recommend it to anyone needing this level of scheduling. Truly a benefit to my business.
★★☆☆☆Daniel Malone· May 27, 2021
The Today screen is unreliable. Even though I have 3 meetings tomorrow on my calendar, they don't all show up on the "upcoming" events section.
★★☆☆☆Ron Patterson· Jul 18, 2022
Used to be 5 Stars but since update app shuts down spontaneously, typically when trying to add task or appt. Frustrating.
★☆☆☆☆Stephen Simmons· Mar 6, 2020
Since the latest "upgrade" the ap will not even open. It flashes white and crashes. I rely heavily on having access, and without it, I am very disappointed. Retail has been great for the past three years. Please fix this!
★☆☆☆☆Melissa P· Nov 10, 2021
Use to love this app until the latest update. Now my screen turns black when I pull up the calendar :(Please fix bugs. I already tried to uninstalled andnre-added the app.
Google Play Rankings for Redtail CRM
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Technologies used by Redtail CRM
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