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!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  2. opportunities

    Be able to customize which headers and totals we want. I would like to be able to see potential revenue and also the fee we are charging.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Opportunity Screen tune-up

    It should also display the Contact(s) phone numbers so you can call right from that screen.

    Same for display on the Opportunity reports to include their phone number because sometimes you may call right off that list.

    On the screen AND reporting, the user should be able to determine what fields should be seen to make it clearer and easier to navigate and have the information right away.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  4. update opportunities from the list page

    It would be nice to be able to quickly update opportunities from the list page instead of needing to click into the opportunity to update the things on the list that you see.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Opportunities Tab for Client and Opportunities for All Clients need to swap locations

    Move Opportunities that is under MORE to the current location for Opportunities (All)

    When on a contact record you want to see all about that Contact not have to Click "More" then scroll down to Opportunities that is buried in the menu

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add "Last date updated" to opportunities

    Need to add "Last date updated" so we can see the last time someone contacted/worked on the opportunity. Should not have to detail into every opportunity to see how long it it has been since someone contacted or worked on the opportunity

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Opportunity Notifications

    We are hoping Opportunities may be set up similar to the Activity and Workflow features in regards to notifications. We have multiple Users and multiple Teams in our database. We would like a large Team to have Permission to view the Opportunity but have the capability to turn off notifications on actions/updates done to Opportunities.

    Thank you!

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Have the ability for a box to pop up with a reminder to enter data

    For example, if the prospect was not a good fit, and the advisor referred them to another firm, when the cursor moves to finish entering the details in the opportunity section, have a box pop up that says, "did you refer this prospect to another firm? if so, enter their name here. " then you can have the udf field where the advisor can enter the name. You can have a reminder pop up anywhere including contacts. Like how an upsell works. Thank you.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  9. Opportunity Types

    Would love to be able to choose from or add more opportunity types, other than just "new business" or "existing client"

    I.E. Life Insurance, P&C, Lending, Rollover, Taxable Investment, Etc.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  10. "Closing Next" Opportunity Not Showing 'Past Due'

    For some reason at the top of the opportunity page an opportunity that isn't set to close until the end of November has been stuck as our "Closing Next" opportunity for the past few weeks. I'm not sure why that is, since this feature was working before and we have a lot of opportunities with close dates before November 2016.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Opportunities Dashboard

    Would like to have more flexibility and different graphs on the Opportunity Dashboard. Closed Won should be in a separate graph than your current working pipeline. Also, would like a graph of product/service type in pipeline. Also, would like to have graphs not disappear when you view full pipeline list. Plus...

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  12. reposition opportunities

    Make this section much more user friendly and available to have on the contact record dashboard page, or at least higher on the list in the left hand column rather than under the "more"

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Opportunity location

    while the source field is helpful to perhaps provide a name of the person that referred, a Location would also be helpful. This would be very helpful for those of us that work in a Financial Institution and want to report the dollars closed in a particular branch location or other user defined location.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Use Linked Contact Name To Populate "Name"

    There was a typo in a last name in one of the rows in the "Name" part of the Opportunities section. I saw and mentioned it when 2 coworkers and I were looking at the Opportunities section and my manager suggested I send you this recommendation: When entering in a person's information to log their status in Opportunities, ask for the Linked Contact first and use that name to fill in the hyperlinked Name section. Thanks!

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  15. opportunity type visible on main opportunity page

    Valuable to have opportunity "type" visible on the main opportunity page.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  16. 3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Being able to filter opportunities by opportunity name

    We categorize our opportunities by very specific names depending on subject. It would be great if we could filter by Opportunity Name and not just by who it is assigned too and the category.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Interactive Brokers

    Good morning,

    I currently custody with Interactive Brokers. They are one of the largest custodians with more assets under management than any other custodian.

    I would love it if RedTail would integrate with Interactive Brokers LLC and Betterment for Advisors

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  19. Would like to be able to assign to multiple users or teams

    It would be helpful to be able to assign the opportunities to teams or multiple users especially when attaching workflows.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Open opportunities on client contact page

    Adding any open/pending opportunities on the client contact page.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base