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 or check out our HelpDesk articles on getting started.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Client Datamining Tools

    Looking for datamining tools for various client info, such as average age, asset allocations, geolocation tools, average assets for age brackets, etc.

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

Feedback and Knowledge Base