G2 Vendor Directory

Redtail Technology

by Orion Advisor Tech

268

Reviews

4.3

Star rating

#2

Rank in Email Backup

Pros and cons

Pros

  • Ease of Use
  • Helpful
  • Integrations
  • Software Integration
  • Setup Ease
  • Customer Support

Cons

  • Missing Features
  • Limited Features
  • Integration Issues
  • Learning Curve
  • Poor Customer Support
  • Reporting Issues

Traffic & LLM citations

Monthly G2.com page views and citations by AI answer engines for Redtail Technology.

Page views and citations · Redtail Technology

Source: G2 review data

Key stats

-100.0%

55

Small Business

4

Adoption by company size

SegmentShare of reviews
Small Business92.5%
Mid-Market5.2%
Enterprise2.2%

Quarterly history

QuarterReviewsStar rating
2025 Q1474.6
2025 Q213.5
2025 Q3234.5
2025 Q433.8
2026 Q1564.4
2026 Q221.3

Satisfaction ratings

Ease of Use8.8
Ease of Setup8.7
Quality of Support8.9
Meets Requirements8.8

What reviewers say

Outdated Interface and Limited Integrations Hold Redtail Back

2.0

“I liked how multiple people could be assigned to one task for a client. At my firm, we do a lot of teamwork, and Redtail allowed that to function smoothly. The price was also cheap because we are such a small company.”

Financial Planner

Solid CRM with Integration Perks, Needs Better Reporting

4.0

“I like the calendar feature of Redtail Technology. It integrates well and works effectively with both sides of our companies, helping us manage our calendars and client information. It keeps everyone in one space, making coordination and collaboration smoother.”

Partner, Health Insurance Advisor

Efficient CRM but Needs Better Email Syncing

4.0

“I like how easy it is to get to client information, create reports, and access imaging with Redtail Technology.”

Verified reviewer