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!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Quickbooks

    This would allow for advisors to be more efficient because there would not be a double entry of client data. Currently, as it stands, to send an invoice to a client out of quickbooks, one has to put in client info such as name and address. This has already been imputed into redtail so the double work entry would be eliminated.

    38 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    9 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
  2. WorkFlowMax

    Add integrations with WorkFlowMax which is a billing and workflow program owned by Xero accounting.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
  3. practice cs

    integrate with this accounting program!

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base