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. Advisor Complete

    integrate RedTail Imaging to Advisor Complete for document uploading to submit for new accounts
    We now use RedTail Imaging for our paperless office, so it is our client file cabinet now. When I receive signed documents back from a client, they are verified for any changes and to ensure proper signature, updates are made to Advisor Complete, then they are scanned to RedTail. Since RedTail hold the documents on line, I don't have access to upload them to Advisor Complete for submission. There needs to be integration between Advisor Complete and RedTail Imaging for document submission. Otherwise after I submit…

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    0 comments  ·  Redtail Imaging  ·  Flag idea as inappropriate…  ·  Admin →
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