Redtail CRM

Name: Redtail CRM
Rating: 4.6 (685 reviews)
Author: Redtail Technology, Inc.

By: Redtail Technology, Inc.

Business

Features & Capabilities

Redtail CRM is a cloud-based client relationship management solution designed for financial advisors. The Chrome extension brings day-to-day contact details, calendar items, and CRM workflows to your browser, so you can stay connected to clients whether you’re in the office or on the go. Navigate calendars, manage contacts, view opportunities, and quickly create and update activities—all with card views and simple swipe actions.

Founded in 2003, Redtail offers tools such as calendar sharing, contact records, notes, and outreach options across devices. The app supports maps, directions, and direct communication via phone, text, and email from any contact record. Subscribers get the extension for free, and others can start with a 30-day trial to explore how Redtail can streamline advisor workflows.

User Growth & Download Statistics

App Sales Data Communication

By:

Redtail Technology, Inc.

Rating:

4.60

(685)

Version:

2026.1.8 Last updated: 2026-01-07

Version code:

880954917

Creation date:

2016-03-04

Compatible devices:

Size:

29.82MB

URLs:

Website ,Privacy policy

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-06-06

Compare stats and ranking:

Ranking

# 68,985 ▼ 42

Other rankings

#70 in salesforce keyword 33 ▲

Other platforms

Redtail CRM (v2025.11.3)

17,655 3.47

(220)

For Developers

Monetize with App Pass Boost with Extension Booster

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.

Developed by:

Redtail Technology, Inc.

Apple Apps Store

https://apps.apple.com/us/app/redtail-crm/id1088069067

Website:

http://www.redtailtechnology.com

User Reviews

Users praise ease of use and strong mobile utility, with on-the-go access to notes and contacts and good desktop integration. Repeated concerns center on reliability and performance (sporadic outages, slow loading, calendar sync issues) and missing or lagging mobile features (push notifications, workflows, document viewing/upload). Overall, it’s valued for mobility and task management, but reliability and feature gaps limit consistent use.

Pros

Easy to use / intuitive interface
Excellent for on-the-go mobile access to notes, contacts, and tasks
Helps keep workflows organized and allows adding tasks via the app
Integrates with desktop and aligns with desktop workflow
Recent updates have improved functionality and reliability

Cons

Reliability issues: the app sometimes doesn’t work or connect
Slow performance and long loading times, especially for calendar
Calendar/scheduling problems, including reinstall workarounds and Outlook sync issues
Missing essential mobile features: push notifications, workflows, and the ability to view/upload documents
Not fully parity with the desktop experience; some users find the mobile app feels dated compared with modern apps

Recent reviews

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!