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.
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  1. Allow "Pushing" Contact From Opportunity into Contacts upon Closed Won

    When we close an opportunity, please allow us to push the Name in the opportunity into Contacts if the opportunity is Closed Won. We shouldn't have to create a new contact when we have a contact name in an Opportunity. If that opportunity is won, there should be an option to create a new contact from the name associated with the opportunity.

    12 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  2. opportunities report

    Please add projected revenue totals at the end of an opportunity report pdf. Even better if you can separate the totals by source.

    9 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  3. notifications within opportunities

    Within Opportunities, there should be a Notification button for something to be completed within Opportunities. Right now, I am having to create the Opp, then make an Activity to remind a User to do the next step. It seems redundant. Thanks for your consideration. It would make things more streamlined and efficient.

    31 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  4. birthday card integration

    I used to work in another field with a different CRM. However, that CRM integrated with a company called Revenue Well. Revenue well was able to AUTOMATICALLY send email and text reminders for every appointment on the calendar and it also sent Birthday and anniversary cards with a Giph via email and text automatically on the date.
    This way appointments were never missed and could be confirmed via text. Birthdays and anniversaries were never missed either so clients felt cared for. Most of all, this was automatic and did not take time from our staff members daily. Do you have…

    5 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Sort Opportunities

    It would be nice to sort opportunities by projected revenue instead of $ amount. If I add an opportunity to charge for a plan, there is no way to sort this because there is no securities involved.

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Opportunities layout

    The pipeline layout of Wealthbox's opportunities (moving the client to the right, in columns) is a more intuitive and sales oriented layout. It would be great to have this as a feature.

    12 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  11. View activities by household

    It would be nice if we could see activities per household instead of per individual contact record and marked which contact the activity involves (both, person A or person B). This would reduce lost activities per household without having to switch back and forth between contact records. Especially now, some household members handle their investments individually and some investments together.

    16 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Link opportunities to the calendar. Particularly link close dates.

    When creating an opportunity, link the close date for the particular opportunity to your calendar. It prevents adding another step and makes using the Opportunity function seamless.
    Anna Dujan

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Tracking Revenue in Opportunities for given time frames

    To be able to put in a date range and track opportunity revenue as pending, won & lost for a given time period, for example 2019 or 2020 and then track the current year. This would be very useful in tracking goals for a year, but the system defaults to the beginning. What is the point in having this number show up if it is not relevant to current goals and current users and cannot track them as such?

    7 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Change Default Opportunities Date Filter

    Currently in Opportunities it defaults to 01/01/20 - 12/31/20. I can change the filter to a longer period, but I have to make that change every time I log in. This is particularly annoying around the end of the year when close dates often extend into the next year. I would like the ability to set the default date filter to a different period.

    15 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Every Opportunity Entered for One Client when click "All"

    When looking at Client Profile, Click Opportunities, Click All... Right now it only shows Year To Date entered opportunities, when for looking at what opportunities I have entered for a client, or quick reference for when a certain piece of business was won, it would be nice to click "All" and it shows "All" not just current year

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  16. opportunities

    Have a default setting so you can see ALL of your opportunities when you click on the tab instead of having to toggle through 30 days, 60 days, etc.

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Linking Opportunities to Existing Workflows

    If you have a workflow and then want to link an Opportunity to it, you can only see the Workflow title. It's be great to be able to see the contact name when attempting to link an existing workflow to a new Opportunity.

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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 →
  20. More visibility for Opportunities

    I would like to see Opportunities on my calendar just like any other task. And/or they could be linked to a task. As it is, Opportunities are hidden unless you specifically go deal with the opportunities as a separate process.

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