CRM

Welcome to our official Redtail CRM feedback forum!

Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

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  1. net worth

    Currently this is a manual entry area all together which is a duplicate entry. Why not link the accounts (liquid, non and held away), other assets (liquid and non) and liabilities to give a more accurate view allowing this to be a summary of the data previously entered.

    3 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  2. Client base demographics

    Not a regulatory matter. Rather a matter of managing your business and characterizing you book for sale or succession.
    How do I gather demographic data of my client base? Age range, average age, number of clients, number of couples, number of singles, account size-range & average/median, household wealth-range & average/median, etc. Could you (or have you) build(t) in a facility for that?

    11 votes
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    1 comment  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
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