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. Emaar by MV

    Emaar Properties is bringing to us Emaar by MV in the heart of the majestic Al Manara, Dubai. The project offers four-bedroom villa sets. There are multiple layouts of villas that give a wide range for selection.

    Visit: https://www.thedubailands.com/emaar-by-mv-villas

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. Transaction Log

    Be able to add ACH deposits to the Transaction Log so if a client wants to know how much they have contributed to an account, we don't have to dig thru files/notes/transactions in other places. Should be able to assign an account to the transaction, amount, & Check/ACH/Other. Would be great to filter by account under a client.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. Win zip password recovery software

    Win zip password recovery software is the best software to recover any zip file password using three best password recovery methods. stella zip password recovery software recover 32bit and 64bit zip file password. stella zip password recovery software recover any encrypted password of the zip file this software is recover easily any password of the zip file.

    For more info visit this link.
    https://www.stelladatarecovery.com/zip-password-recovery.html

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. 7z password recovery software

    If you need a 7z password recovery software try stella 7z password recovery software recover all password of the 7z file using three best password recovery methods. stella 7z password recovery software recover any encrypted password of the 7z file. stella 7z password recovery software recover any encrypted password of the 7z file.

    For more info visit this link.
    https://www.stelladatarecovery.com/7z-password-recovery.html

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. Zimbra to pst conversion software

    Zimbra to pst conversion software is the very famous software to convert all the zimbra file data in to pst file. stella zimbra to pst conversion software convert all the zimbra file data into office 365 account. Stella zimbra to pst conversion software convert all the zimbra file data in to eml, msg, mbox, txt and pst file. stella zimbra to pst conversion software convert 32bit and 64bit damage zimbra file data in to pst file.

    For more info visit this link.
    https://www.stelladatarecovery.com/email-migration/zimbra-to-pst-converter.php

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. ost file data in to pst file

    If you want convert corrupt ost file data in to pst file. try stella ost to pst conversion software to convert all the ost file data in to office 365 account. Stella ost to pst conversion software convert all the 32bit and 64bit ost file data in to pst file. stella ost to pst conversion software convert all deleted items data in to pst file.

    For more info visit this link
    https://www.stelladatarecovery.com/ost-to-pst.html

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add Firelight as an Integration option

    Our client based includes accounts with Sammons Midland National which uses FireLight as the online application service. Currently, FireLight is built out so that they can pull data from Redtail, but there isn't an option for Redtail to push data to them. It would be very helpful if this was added to our integrations

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. What is the Cash App card activation process?

    Cash App activation Help Service Now Accessible From The Home Like Comfort
    It is safe to say that you are one of those clients who battling because of various issues relating to cash app activation? Get the right sort of Help for cash app activation under by our expert, in a matter of seconds. https://cashappscontact.com/blog/activate-cash-app-card

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. -Make A Standard "User Defined Field" - UDF For Every Time We Create A New Contact In Redtail

    -Make A Standard "User Defined Field" - UDF For Every Time We Create A New Contact In Redtai

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Copy Mail Merge to a Spouse

    It would be helpful when you run a mail merge if it allowed you to copy the mail merge to a spouse (right underneath where it says "save as a note"). That way it would appear on both of the contact's notes page without having to manually do that later.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. Aura Gardens in TIlal Al Ghaf - Majid Al Futtaim

    Majid Al Futtaim now presents the latest development of Aura Gardens, a beautiful collection of townhouses and twin villas located at Tilal Al Ghaf, Dubai.

    Visit: https://www.thedubailands.com/aura-gardens-tilal-al-ghaf

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. Interactive Form

    It would be extremely helpful to have an integration for interactive forms. If a client could fill out the interactive form and their information gets automatically uploaded to Redtail it would negate a lot of manual data input. Thank you kindly for your consideration.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. Google Ads Specialist

    https://websitepandas.com/google-ads-specialist/
    Get in front of your target audience or potential customers when they are actively searching keywords that are somehow correlated to your ecommerce business, products or services. With Website Pandas, you get desired and quick results with measured success through our Google Ads Specialist Services, which comprise Google advertising costs, content, media planning Ad clicks, views, landing page visits and profits. Google Advertising Specialist services is undoubtedly one of the most cost-effective ways to get results in a shorter span of time when compared to other online or digital marketing techniques. Website Pandas will research and understand your ecommerce…

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. Asana Integration

    Would love to be able to link tasks and projects in Asana to calendar and clients in Redtail and have the history save to the client record

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. red dot

    In RT CRM, when accounts are linked, the user should be able to put information into the “red dot” (important information) of one linked account holder, and also have it added into the red dot info section of all other linked account holders. There should be a ‘drop-down’ election to:
    1. add to all linked accounts,
    or
    2. do not add to all linked accounts.

    9 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. Auto Reply SPEAK

    I have clients who text me when I am on vacation. When I don't respond, they send another. We need to have the ability for an automatic reply and a group text option.

    Thank you.

    9 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. 7 Zip Password Recovery Free Download

    eSoftTools 7z Password Recovery Software is the best software available on the market for all users who want to unlock a 7zip file password without losing any data from the 7z file. The 7z file has multiple software to unlock the passwords:- Brute Force Attack, Dictionary Attack, and Mask Attack. This software provides a free demo version to all users and helps to recover the first three words for your password.

    Read More- https://www.esofttools.com/7z-password-recovery.html

    1 vote
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  18. HOW to Convert MBOX to PST

    If you've been thinking, "How do I convert PST to MBOX Converter Tool," I have a solution that will convert PST to MBOX quickly and easily. The software's name is SysInspire PST to MBOX Converter Software. It converted PST files to MBOX files in a straightforward, concise, and fluid manner. It converts all emails and mailbox files from a PST file to MBOX format in a single click. All customers get access to the trial edition. The free trial edition can also convert up to 25 email items per document.

    Read More:- https://www.sysinspire.com/mboxconverter/

    1 vote
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  19. How to Convert MOBX to PST Converter

    On Google, type in "Converting PST to MBOX Format" and you'll find SysInspire PST to MBOX Converter Software. Users can transfer emails from a PST file to an MBOX file starting on a given date using the mail filtering feature of our PST to the MBOX application. The PST to MBOX Converter program is compatible with all Windows systems. A free trial is available to all customers, including new clients, that allows them to convert up to 25 email items to each folder.

    Read More:- https://www.sysinspire.com/mboxconverter/

    1 vote
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  20. smartworks

    Integration: Cetera SmartWorks/AdviceWorks. Currently data only flows one way; from Redtail to Cetera. Since Cetera is the "legal" information source we need to establish new accounts and enter all data there first. Under the current integration configuration we are unable to sync newly created accounts from Cetera to Redtail. Consequently we must also enter the exact same data into Redtail. We would benefit from the ability to sync data from Cetera to Redtail. Thank you.

    4 votes
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