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!

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  1. Notify users that an opportunity has been added

    When and opportunity is created, users/assignee should be notified. As of now, the only way one would find out that there is a new opportunity is if they click on the opportunity tab.

    50 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  2. Opportunities needs to have way more fields

    Opportunities should include a field for "Product Type" as well as revenue for each product type as well as "Amount" for "Producty Type". If I want to track annuities and investments I do that in deposits and also revenue. If I want to track insurance I'll do that in terms of premium and also revenue. There is no way to do this presently. We should also be able to report based on Service Advisor and Writing Advisor as well as lead source etc.

    If I want to know who is referring me the most insurance and which sales person is…

    30 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Closed opportunity (won/lost) should show up in notes.

    i.e. shown in notes on date of action.

    "Closed - Won Opportunity click here to go to opportunity."

    18 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Search bar

    Opportunities and Workflows need a search bar.

    14 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  5. recurring opportunity

    Option to create a "Recurring Opportunity". This would be helpful for IRA/Roth annual contributions. Or any account that a client is adding an amount to on a periodic basis. Right now, I have a recurring "Task" but I have to create the opportunity each time in order to track it. Recurring Opportunity option would alleviate this double input.

    23 votes
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    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Opportunities should have at least 3 date fields

    Opportunities should have at least 3 date fields to more easily monitor, work on, filter, do reporting, etc. There should be a Start Date, Next Follow Up Date, and Closed Date. And the Next Follow Up date should generate a calendar reminder.

    108 votes
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    7 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Create Name Templates for Opportunities so all members of organization are using consistent language

    Team members are using different names for opportunities. By using templates we can use consistent language.

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add option in Opportunity filtering to save a date range.

    Add option in Opportunity filtering for a saved Start/End date range that doesn't change.

    I am tracking several opportunities, some for more than 2+ years. With a new year changing, I can now only view Opportunities with a close date in 2019. Why should I have to apply a filter to those that are from last year, every time I want to look at them? If they are still Active, I should be able to see them without having to take time applying a filter every time.

    50 votes
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    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  9. opportunity report- need to include all data that is in the opportunity page in the report, currently missing the start date

    need to include all data that is in the opportunity page in the report, currently missing the start date

    9 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  10. We would like to be able to customize the columns on opportunity reports (add/delete)

    Currently, the in place columns are not customization and only include a portion of the identifiers. We would like to be able to customize these columns to show additional identifier (ex. Projected Revenue, etc..)

    28 votes
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    4 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  11. 8 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add a Count of Open Opportunities to the Contact Overview Stats Bar

    it would be great if we could see on the contact front page how many open opportunities there were, similar to how the workflow, activities, etc statistics are displayed at the top of the overview page.

    4 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Linking Opportunities to Workflows, and vice-versa, Display Contact Name(s)

    When attempting to either link a workflow from within an opportunity or link an opportunity from within a workflow, a contact name needs to be listed.

    Currently, no contact name is provided on the dropdown list. The script that already populates these dropdown lists should be modified to search for and add any linked contacts to the applicable workflow or opportunity and read as "workflow/opportunity name, contact name(s)". And if no contact is listed on the attached item, it would simply return that space blank.

    Modifying every workflow or opportunity title is not an option as these need to be…

    10 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Option to sync Opportunity Close Date and Target Date/Steps of Workflows

    If a workflow is synced to an opportunity, add an option to sync the opportunity date to any step or target date of the workflow.

    This could be a checkbox or option on the target date dropdown list ('sync with opportunity close date'). As many workflows are based on new opportunities, but not all, this would allow either the entire workflow, some steps, or none of it to be synced with the opportunity.

    17 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  15. View days in pipeline in opportunity report

    I want to see a real time number of how long an opportunity has been open, and also aggregate an average time open. Looking for staff efficiency.

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  16. when you hover on linked contacts in opportunities

    When more than one contact are linked to an opportunity, we would like to see those linked contacts when we hover other the "2 Linked Contacts" url.

    16 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Opportunities by Category

    I would like to run the report by name or if you could add a category column so we can categorize the opportunity by say aum, insurance, etc etc. and then you can run the report by category and by stage and get a really good idea of what type of business opportunity it is and where in the pipeline it is. That would add value to getting business done efficiently.

    26 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  18. opportunity referral tracking

    An opportunity should have a field that is Referral and that referral should be able to be a linkable back to a contact. At the very least, the opportunity should have a fillable text box for a referral like a contac currently has. I carry around printed opportunity lists as they are my lifeblood as a sales person. It' would be very helpful to know who referred me to that opportunity.

    21 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  19. Opportunity Final Stage Modification

    Opportunity Final Stage Modification
    CLOSED WON AND CLOSED LOST is simply not enough.
    We need CLOSED INACTIVE and CLOSED LOST CLIENT
    In the conversion process from suspect to prospect to client we can customize the stages to our own desires but when it comes to creating the final tally, you take control and the end resulting two options of Closed Won and Closed Lost is not enough.
    When I get a referral and talk to the suspect and qualify them then enter them as a prospect and an opportunity and they say they want to come in but never do,…

    81 votes
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    5 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Bulk Add Opportunities

    I want to bulk add an opportunity to contacts for IRA contributions at the beginning of the year. Or alternatively, let me create a prefilled opportunity so I say IRA Contribution in name and it fills out the rest of the form to near completion.

    9 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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