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Redtail CRM pricing
Short answer: Per Redtail CRM's pricing page (checked October 21, 2026): From $39/user/mo (annual). All 3 listed plans and options are below.
Redtail CRM plans and prices
| Plan | Price | Note |
|---|---|---|
| Launch | $39/user/month billed yearly or $45 monthly | maximum 5 users |
| Growth | $59/user/month billed yearly or $65 monthly | unlimited users; adds Imaging and Speak |
| Enterprise | Let's talk |
Prices as of October 21, 2026, in USD, as listed on Redtail CRM's pricing page. Vendors change prices often; confirm before you buy.
- Free option: Free trial offered.
What drives your Redtail CRM bill
- Priced per user (or per advisor/seat), so cost grows with headcount.
- Some plans have a minimum number of users.
- Annual billing or an annual term applies to some or all plans.
- Monthly billing is available on some plans but costs more than paying annually.
- There is a free plan or trial, so you can test before paying.
Example: At the listed rate, 3 people on Launch would cost $117/month ($1,404/year), before taxes, add-ons, setup fees or discounts.
Before you buy
- Launch caps you at 5 users.
- Texting and imaging require Growth.
- Ask about Orion bundling if you use Orion.
Redtail CRM pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Redtail CRM | From $39/user/mo (annual) | Free trial offered. | Pricing details |
| Wealthbox | From $59/user/mo | Free trial offered. | Pricing details |
| Salesforce Financial Services Cloud | From $325/user/mo (annual) | None listed | Pricing details |
| Practifi | From $135/user/mo | None listed | Pricing details |
| Advyzon | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: Redtail CRM review · Redtail CRM alternatives · Best CRM tools
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FAQ
How much does Redtail CRM cost?
Launch: $39/user/month billed yearly or $45 monthly; Growth: $59/user/month billed yearly or $65 monthly; Enterprise: Let's talk. Prices as of October 21, 2026.
Does Redtail CRM have a free plan or trial?
Free trial offered.
What should I ask Redtail CRM about pricing?
Launch caps you at 5 users. Texting and imaging require Growth. Ask about Orion bundling if you use Orion.