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!

  • Hot ideas
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  • My feedback
  1. Vistaprint

    Work with Vistaprint for mailing postcards etc.

    9 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  2. Pull profile pictures from the new Social Media address links to use for a client's contact record profile picture.

    With the great new addition of social media addresses, it would be really cool to be able to automatically pull the social media profile picture over to the client's profile picture in RT.

    121 votes
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    9 comments  ·  Social  ·  Flag idea as inappropriate…  ·  Admin →
  3. MarketingLibrary Pro

    I am excited about the automatic sync to MarketingLibrary Pro but it could use a few improvements...

    For starters, my carefully considered use of Contact Status gets completely lost because it doesn't carry over at all. So I have to manually go in and re-create Groups and add contacts to them such as Client, Prospect, etc.

    In addition, the MarketingLibrary Pro "Envelope Name" should match up with "Family Name" on the Redtail side. It doesn't.

    Thank you for your consideration.

    5 votes
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    1 comment  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  4. Integration with Genworth Financial Wealth Management - Client Asset Feed

    I would like Redtail to add Genworth Financial Wealth Management as an integration. Please have a feed that pulls accounts from Genworth to displays assets on daily basis which you currently do with Schwab and other custodians.

    11 votes
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    1 comment  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow for single contact records to be integrated with Forefield when new contacts are added.

    Allow for single contact records to be integrated with Forefield when new contacts are added. That way, every time you add a new contact, you should be able to click "send to....." and then that contact's information is sent and added to the data base in Forefield.

    13 votes
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    1 comment  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  6. Cloud2You

    This allows a completely automated follow up feature for prospects and clients. The program prints seals and sends your correspondence. Not just cards, real letters too.

    4 votes
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    1 comment  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  7. eFile Cabinet

    eFile Cabinet offers a simple cost effective online data storage similar to RedTail Imaging. However, one key difference is eFile Cabinet Online allows for "private key encryption" so no one at the data storage facility can view client documents. I would love to see the best in class CRM (Redtail) integrate with this best in class for security online data storage service.

    16 votes
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    1 comment  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  8. Constant Contact Integration - Two Way Sync

    A quick search of the constant contact app marketplace shows that most other CRM providers have some sort of two-way sync with constant contact. It would be great to see the same (or better) functionality that most of your peers offer.

    Sure I can export to CC but sync is what we all really want. If you browse the apps market you will see lots of two way sync going on.

    http://marketplace.constantcontact.com/AppsSearch

    Maybe RedTail needs an app mart too :)

    35 votes
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    7 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  9. Facebook - Contact Sync

    There is an iPhone program called SmartSync that grabs data from FB and adds things like pictures, birthdays, websites, and address. It would be amazing to be able to have RedTail sync with FB. Here is a link to the iPhone app. I'll also tweet something to your twitter account.

    Have someone download the app and try on their iPhone (and hopefully it is someone who uses iCloud and OS X) and sync their address book with FB. I think you will be really amazed and how well this program works. This is would be a giant value add to…

    20 votes
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    4 comments  ·  Social  ·  Flag idea as inappropriate…  ·  Admin →
  10. Permission Mobile Assistant Dictations

    We need privacy for dictations so that only the person belongs to the Mobile Assistant account can see them on the dashboard.
    At the moment, anyone logging can see the dictations from anyone else.

    12 votes
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    0 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  11. SugarSync

    From what I have read, SugarSync has been determined to me a more secure cloud system for file storage. It is also more cost effective than Dropbox.

    4 votes
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  12. practice cs

    integrate with this accounting program!

    1 vote
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    0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
  13. ASPire

    (ticket # 63039)
    Their platform allows almost any mutual fund or ETF. It is a fee based program and they are able to tailor the reporting feed to accomodate almost any system.

    1 vote
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  14. The Haslett Management Group, Inc

    integration with LTC mgmt group "The Haslett Management Group, Inc" (ticket # 48815)

    1 vote
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Advisory World - Will not work unless ALL symbols are correct

    When trying to run Advisory world if even one of the symbols is incorrect it errors out. I suggest seeing if we can have it run on the symbols that ARE valid rather than erroring out if one isn't.

    3 votes
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    0 comments  ·  Investment Research  ·  Flag idea as inappropriate…  ·  Admin →
  16. Update Address and other Client Information from TradePMR (or other Brokerage/Custodian)

    It would be great to have a feature that would pull client contact information from TradePMR (or other Brokerage/Custodian) integration so that any contact information that is changed by the client is available to advisors. This should be a separate address that is not up-datable within the CRM but it should be possible to either set this as the primary address (or other contact information) or copied to the primary address (or contact information) for the client. Additionally, a notification should be provided that a change has occurred which is different from the primary contact information.

    3 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Direct link to client's Albridge account page on the Albridge website.

    I understand you can link to the Albridge Client List through a client's contact page in Redtail, but it would be more convenient to link directly to their account page directly. This seems like a relatively easy fix.

    10 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  18. 5 votes
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    1 comment  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  19. Speakwrite

    Add Speakwrite services to the dashboard like Copytalk and Mobile Assistant. Go to www.speakwrite.com

    6 votes
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    0 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Run Number through Do Not Call List

    I suggest that your system run the numbers users enter for prospects automatically through the "Do Not Call" Registry. This is helpful especially when the client is a referral because currently your program does not allow us to check to see if the prospect allows calls.

    5 votes
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    0 comments  ·  VOIP  ·  Flag idea as inappropriate…  ·  Admin →
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