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.

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  1. Pipeline

    Pipeline dashboard with AUM, Commissions, and Fee Only revenue opportunities with customizable stages. Aslo having the ability to track revenues against recievables.

    2 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  2. Notify of Opportunity Stage Change

    When an opportunity stage is changed, a team/user can be notified of such through an automation template.

    1 vote
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  3. Opportunities Section: Unicorn error

    Please either accept a range under AMOUNT field, OR provide an error message on the page rather than the angry unicorn on the next page.

    1 vote
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  4. I would love to see a tile organization screen for my pipeline. Something similar to what Pipedrive offers.

    I would love to see a tile format for my pipeline and stages. Pipedrive offers this feature and I find it very useful.

    1 vote
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  5. Enable Redtail to Integrate with Sales Loft

    I think it would be useful if Redtail would be able to integrate with Sales Loft, which is a sales/marketing tool. The integration would enable a Redtail user to merge contacts into Sales Loft and begin a marketing or drip campaign.

    1 vote
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