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. Add Revenue to the Opportunities dashboard and reports

    Add Revenue to the Opportunities dashboard top line... some firms are less worried about assets and more focused on revenue.

    334 votes
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    41 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  2. Customize Opportunity "Type"

    Looking to customize the Opportunity "Type." Currently "New Business" and "Existing Business" are the only options. We would love to have the ability to customize the Opportunity "Type" just like we are able to customize the Opportunity "Stage."

    262 votes
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    25 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Create an Activity from the Opportunity Tracker

    Link the opportunity tracker to a new calandar entry for the next step process

    238 votes
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    24 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add Opportunity Notes to Linked Contacts

    I love that we can add notes to Opportunities, but it would be very nice to have the option to copy those notes to the linked contacts so we don't have to double enter them. A checkbox that says "copy note to linked contacts" would be fantastic!

    122 votes
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    10 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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 →
  7. Assigning multiple advisers or Team to an Opportunity

    Is it possible to assign an opportunity to multiple advisers? We have situations where multiple advisers are assigned to an opportunity and they would like to be able to select all opps that they are working even those that they jointly are working as a team.

    76 votes
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    6 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Opportunities on RT Calendar

    It would be great if your assigned opportunities would show up on your RT calendar just like you can choose for your tasks or appointments to show on your calendar. This way you can work the opportunities step as a task for the day, versus having to set up a separate task for each step of the opportunity.

    52 votes
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    4 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 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 →
  11. Send Opportunities Notifications

    Have the system send out an email to the person an opportunity is assigned to as a reminder that it needs to be followed up on.... this was previously posted and said that it was completed, but it actually was not.

    45 votes
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    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  12. sort opportunity linked contacts by last name in list

    It would be nice to see the linked contacts listed in opportunties with last name first so we can sort the report and group clients.

    44 votes
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    4 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Customize Type

    We would love the ability to be able to customize the "type" section of Opportunities. Right now, "New Business" and "Existing Business" doesn't help us out.

    37 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Save Filter Dates on Upcoming Opportunities on Today's Overview

    We would like to view Upcoming Opportunities for the next 90 days. However the default is set to next 30 days for Upcoming Opportunities on the Today's Overview. Please add a default setting that can be changed so that we don't have to select the preferred filter each time.

    35 votes
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    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Opportunities

    It would be nice if you were able to tell that a client was associated with an opportunity from their main contact landing page. It would alleviate the necessity to pull up the opportunities sub-tab under each contact individually.

    33 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Opportunity Follow-Ups

    I would want the ability to set a follow-up date on opportunities. Right now you can only set a close date.

    I would envision a tile on the today page that would show my opportunities to follow-up on today.

    31 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Linked Notes in Opportunities

    Would be faster to add Linked Notes in Opportunities how it is currently setup in Activities.

    This would prevent from having to open a new page just to add a Note and see the list of all notes from the Main Opp page.

    31 votes
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    3 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. 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 →
  20. Connect Activities & Notes to an Opportunity

    Any Activity, Note, or Email should be able to be simultaneously linked to an Opportunity in addition to being linked to a contact and/or Account. Notes inside an opportunity do not automatically link to the corresponding contact(s) and Vice Versa. It is as if Notes inside an Opportunity are hidden within the Opportunity. All Notes and Activities related to a contact should be visible in the contact view, but only the activities and Notes related to the Opportunity should show inside the Opportunity view. This would gather all email communications, notes and activites (past and future) related to that Opportunity…

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