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. US Postal System

    Integrate with US Postal System so addresses that are entered would be auto-verified and additional 4 digits added to the zip code.

    11 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to Upload Vcard

    Ability to Upload a Vcard from Outlook. Would save a lot of time versus having to manually add all the information into RT.

    8 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Spokeo

    integrate redtail into spokeo, a premium address and people search software and website search engine; as it is now I have to manually copy and paste into redtail

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Companion Link

    Provide integration with Companion Link - that would provide the ability to synchronize with smartphone without having to update outlook first.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Google Earth integration so you can see your contacts on a pre-made map

    I propose a feature that ties into Google Earth so that when you make an appointment with someone, you can visually see all of the other contacts who are within a geographic region.

    So for example:


    1. Your practice is based in San Francisco, CA


    2. You have 1000 contacts spread across the country. These could be clients, prospects, lawyers, and accountants.


    3. You decide that next month, you want to meet a client (Mr. Steve Jones) in Los Angeles, CA which is 8 hours away.


    4. To be more efficient with your travel oppurtunities and expenses, you would love to see a Google…

    12 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Zimbra

    CRM contact information should be replicated in Zimbra Webmail, and vice versa

    365 votes
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    41 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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