Integrations

Welcome to our official CRM feedback forum! Do you have an idea? Do you recognize a good idea when you see one? Did you find a bug in our system? Did you receive an error that we should know about? Use the Categories to indicate what kind of post this is (Feature Request, Bug Report, something we need to Restore from the classic CRM interface)!

We want to hear from you! How can we improve our CRM software to better serve your business?

In this section, please let us know if any of our existing integrations with other services could use improvement.
If you don’t see that we integrate with another service, but you’d like to see us do so in the future, please let us know what that service is and what the benefits of establishing an integration with that service would mean for your business!

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  1. DST Vision Integration

    I know and saw someone suggested this in the past, but you guys really should do an integration with DST Vision.

    3 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  2. Zoom Phone Integration

    It would be nice to have Zoom Phone integrate with Redtail. Examples might include click-to-call from the contact page, updating contact record when a call is made or received, etc...

    6 votes
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    0 comments  ·  VOIP  ·  Flag idea as inappropriate…  ·  Admin →
  3. Orion Integration - Reporting

    Ability to export list of clients that are or are not synced to an Orion household.

    3 votes
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    0 comments  ·  Portfolio Analysis  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add additional information that can be sent to LaserApp

    need the ability to put in the client's employment status (Retired, Employed, etc.) and be able to pull that over to paperwork in LaserApp

    3 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  5. Please integrate Revisor's Workflow/Form system into Redtail

    This system combines enhancements to current workflow functionality and a fillable form system that integrates directly with database info and workflow functions.

    3 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  6. laser app

    Need a way to pull the memberships into LaserApp as beneficiaries as well. (Non-Dependent beneficiaries)

    3 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  7. ShareFile

    When clicking "Documents" on a client, can we add the ability to make the default 'Document view' be ShareFile Documents for the entire database?
    This would be selectable in Preferences->Contact Record->Default Document View.

    6 votes
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  8. Please create a feature where if an Email is sent from FMG suite it updates that note to the redtail contact

    Please create a feature where if an Email is sent from FMG suite it updates that note to the redtail contact

    3 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  9. Integrate the Dave Ramsey Smartvestor Pro with Redtail

    It would be great if the Smartvestor Pro website would integrate with Redtail so new leads could be imported into Redtail to create a contact.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Better integration with note-taking apps

    I need a way for handwritten notes in either OneNote or Evernote to integrate to RT. Evernote only synches typed notes and RT will not import handwritten notes which are saves as PNG files. This makes this entire integrates useless since we, and many others now, take notes on a tables w/ stylus. OneNote doesn't have any integration, but would need the same fx. Either will do.

    10 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  11. Intergrate the Redtail CRM to work with Mitel phone systems.

    We are switching our phone system to Mitel and as they are one of the big VOIP phone systems we are disappointed to see that Redtail does not integrate with them.

    3 votes
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    0 comments  ·  VOIP  ·  Flag idea as inappropriate…  ·  Admin →
  12. Non-Linked Contact Report

    As an LPL user, I need a report that show contacts that are NOT linked for clean-up purposes. This would GREATLY reduce clean-up time.

    8 votes
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    0 comments  ·  Broker Dealer Specific  ·  Flag idea as inappropriate…  ·  Admin →
  13. Tamarac Reporting Integration

    Integrate with Tamarac Reporting

    9 votes
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    0 comments  ·  Investment Research  ·  Flag idea as inappropriate…  ·  Admin →
  14. Sync account beneficiary information from Redtail to Emoney

    Creating the ability for ALL account details in Redtail to sync with the contact in eMoney and vice versa. The synching integration really is mute point fi you are still having to go into each system for data entry.

    1 vote
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  15. Integrate with Hubly

    Please integrate with Hubly. Wealthbox integrates them.

    3 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  16. Integrate OneDrive for Business (Office 365 Business Plan)

    I want to be able to assign a link to my client's folder in OneDrive in the profile so that I can easily click directly to it from RT.

    8 votes
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  17. apptoto

    I'd love to see a direct integration with AppToto, an online appointment scheduling platform that will text, email, and even voice call people for appointment reminders, confirmations, reschedules, etc. What would be great is if AppToto could search RT for contact info when people set appointments via our booking portals we have with AppToto, create an appointment on our RT calendar linked to that contact with any details s/he submits via the appointment calendar. That would be super cool and very helpful!

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. Bulk Export to Morningstar

    It would be great if we could export accounts from Redtail into Morningstar as a bulk. We like to export accounts on the first of the month to lock in end of month data and can sometimes have up to 200 clients to manage. It would be great if we could bulk export as a file and then upload to Morningstar.
    Thank you.

    1 vote
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    0 comments  ·  Investment Research  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow for more fields to flow through to MailChimp, like salutation, nickname, birthday

    Can we please add more data mapping to MailChimp, especially a NICKNAME?

    12 votes
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    1 comment  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  20. 1 vote
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    1 comment  ·  Social  ·  Flag idea as inappropriate…  ·  Admin →
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