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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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5 results found

  1. 10 votes
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  2. Integration with BombBomb

    Allow BombBomb and Redtail to automatically sync together or allow contacts to be sent to BombBomb, like they are sent to Constant Contact.

    (May also be helpful to allow systems like Constant Contact & BombBomb to add notes to Redtail when an email/video message has been sent.)

    -Jarrod

    13 votes
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  3. Keyboard shortcuts

    The integration of keyboard Shortcuts for the more commonly used bulk features (Such as the add button in any given browser) Would be supremely helpful. Just a way to streamline the process of using redtail and to cut down on the amount of time spent clicking around the website.

    37 votes
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  4. Password Not Viewable

    When Typing in My password to login as a user I would like the ability to view the password to verify that i am typing the correct password in. instead of seeing black dots.

    10 votes
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  5. emotional status of interactions

    I'd like to be able to quickly and easily be prompted to indicated the client's perceived emotional state in the notes section during the interaction (example: dealing with a death/sad, moving/excited, submitting a complaint/angry or frustrated) of how a meeting/interaction/exchange went. Also, a separate field for "satisfied with services" and "dissatisfied with services" selection in notes per client interaction. I'd like to be able to run reports on this data for customer service improvement goals.

    14 votes
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