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. Account Autolink - Option to create contact records when they do not exist in Redtail CRM using the data from Albridge Data Feed

    For the financial professionals who work with employer-sponsored retirement plans where participant information is significant, this feature would be absolutely important. Having the ability to automatically create contact records when the contact does not currently exist in the CRM platform would be an excellent added benefit. Each employer-sponsored retirement plan may come with hundreds of plan participants that will flow through the data feed. In short, the practice is unlikely to create hundreds of participant records within their CRM. Therefore, providing an option that would incorporate the existing data provided by all bridge to propagate contacts when they do not…

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Integrate Heresay

    We just recently began using Heresay for business text solutions. It would be very helpful if it was integrated with RedTail.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. myrepchat

    Can you segregate text messages from notes into its own category.
    so instead searching for text messages in notes.. I would Access the text messages under a text messages category heading on the side bar.

    2 votes
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    0 comments  ·  Social  ·  Flag idea as inappropriate…  ·  Admin →
  4. Integrate with Heliosplans.com

    I'd love to see an integration with Heliosplans.com that allows for all the data and documents to be auto synced and stored in Redtail

    3 votes
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  5. Document Upload

    When uploading to Redtail, make it where you can have the option to link to an account & choose a category prior to it getting imported into documents. Eliminating the process that requires you to have to go in after upload to connect to a category then to an account. Would be really nice to get it all done in one move rather than in several steps. A major oversight in my opinion of ease and convenience that we would greatly appreciate.

    6 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  6. Outlook Add-in

    I see that others have suggested an add-in in lieu of the Retriever software. Retriever is a bit cumbersome and "buggy" as it relates te calendar activities. It would be ideal if there was an add-in that allowed for easy archive to RedTail of email, syncing of calendar and tasks from Outlook directly. There are add-ins for Zoom, etc. in Outlook that connect directly to the calendar, so I know that the tech exists. We love RedTail but a better integration with Outlook would make the product stellar.

    Thank you

    16 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. Customized Reports

    Reports should be able to be more customizable and perhaps be able to add our company logo so it appears from our firm and not Redtail.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. add "all in one" funnel marketing

    I have used "all in one funnel marketing" from companies like Clickfunnels and Kartra. They allow you to set up automated ad campaigns that can include automated email and webinars and scheduling.

    Because Redtail has many of the capabilities already in their CRM, I recommend you add the final integrations and capabilities to allow an "all in one" marketing system.

    This would be a huge benefit to your members as well as a huge additional revenue stream for Redtail.

    4 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  9. mobile assistant link to multiple contacts

    Is Mobile Assistant unable to link the notes dictated to multiple contacts? When speaking to a husband/wife I note both in the dictation but it only shows up on one record and I am having to copy it to the additional record. Waste of time!

    6 votes
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    0 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  10. ScheduleOnce integration with Redtail Calendar

    Full integration with ScheduleOnce.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. Slack App Integration

    Please add slack app integrations.

    5 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  12. zapier

    Expand Zapier fields and actions.

    Expand Zapier to contacts Updated, Tasks created or updated, and calendar events created or updated. This would quickly expand the capability of RedTail.

    21 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  13. importing vcard

    Need ability to import vcard and other mainstreet individual contacts

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Why not use both Copytalk Legacy and Copytalk Forms integration

    Please keep the legacy integration, we use it a lot.

    While talking with Copytalk, they mentioned that the legacy integration, where the notes show up on the home page is likely going to be removed by Redtail at some point. This is super helpful for our office because it allows us to go in and edit the notes before we save it to a client's profile.

    The new integration, Copytalk forms, is convenient because it uploads directly to the client's profile, but it does not allow for us to edit once its saved as a note. It would be nice…

    9 votes
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    2 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Integrate with Intermedia Cloud Communications

    Intermedia has VOIP services as well as cloud backup and storage. They are the phone provider recommended/discounted with a Costco membership.

    9 votes
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    0 comments  ·  VOIP  ·  Flag idea as inappropriate…  ·  Admin →
  16. Integrate with Docuxplorer

    I think it would be beneficial to many if you could integrate with Docuxplorer just like PSIGEN and Docupace.

    1 vote
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  17. Improvements to Copytalk Integration

    There are a few issues with the Copytalk integration that should be relatively simple fixes:

    1. Some of the notes come into Redtail without the proper formatting (such as when using "new paragraph"), but they are properly formatted in the emailed version Copytalk sends out.

    2. Rather than having the dictations show up as a Task when they come into Redtail, they should be categorized as a Note and automatically marked as Completed if it was successfully linked to a Contact. HOWEVER, if the integration wasn't able to assign it to a Contact (due to dictation formatting or otherwise), it should show…

    9 votes
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    1 comment  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  18. In Albridge, add a hyperlink to RUN REPORT that will allow us to modify reports and see them before we go to a pdf file.

    All of the current links go to A REPORT. It doesn't allow the Rep to determine what report we want. It limits the functionality of the Albridge software.

    1 vote
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  19. Please focus on improving existing integrations before adding more

    Please spend time improving existing integrations that your users have been begging for for years before adding more integrations. So many integrations need improvement so that they are actually meaningful!

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  20. FIS Relius Integration

    FIS Relius, Matrix and MidAtlantic

    3 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
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