Redtail 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!
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50 results found
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Make Opportunities more efficient
I have several opportunities, and I really like using the list to keep track of the things we are currently working on. Many of the contacts are a mix of prospective and existing clients on which I have already made several notes. I would like the most recent notes for each contact to be automatically linked in the notes section to avoid redundancy in making a note under the contact and another note on the contact opportunity. I understand that the last note could be copied; however, that isn't efficient when I have multiple opportunities to manage.
1 vote -
Add customizable fields in Opportunities/ability to add or remove fields when viewing Opportunities
We build reports back to our financial institution for qualified referrals. It would be a nice-to-have customizable fields we can input when creating opportunities. i.e., if "referred by" was available within the opportunity. Source is already there. It would be nice to see who the opportunity was referred by, instead of hunting for it in the contact details. Further, it would be nice to be able to build our lists with custom data sets. In this example, I'd like to add the name of the referrer next to the source when I see my opportunity list. Having customizable fields and…
3 votes -
Column View for Opportunities
Feature Suggestion: Column View for Opportunities
I’d love to see a column-based view added to the Opportunities screen in Redtail CRM! This feature could function like a Kanban board, making it easier to manage and update opportunities visually.
Here’s how it could work:
• Sortable Columns: Users could organize opportunities by stage, type, or source, with each column representing a specific category.
• Drag-and-Drop Updates: Opportunities would appear as cards within the columns, and users could update an opportunity’s stage by dragging it from one column to another (e.g., from “Needs Contact” to “Meeting Scheduled”).
• Customizable Layout: Users could…
3 votes -
Column View for Opportunities
I’d love to see a column-based view added to the Opportunities screen in Redtail CRM! This feature could function like a Kanban board, making it easier to manage and update opportunities visually.
Here’s how it could work:
• Sortable Columns: Users could organize opportunities by stage, type, or source, with each column representing a specific category.
• Drag-and-Drop Updates: Opportunities would appear as cards within the columns, and users could update an opportunity’s stage by dragging it from one column to another (e.g., from “Needs Contact” to “Meeting Scheduled”).
• Customizable Layout: Users could choose which stages or categories to…3 votes -
Advanced opportunities reporting: ability to filter/total AUM in pipeline by advisor and quarter
Currently, opportunities are grouped together and reporting can be sorted by status. It would be helpful if there was a running total of projected AUM by Servicing Advisor AND projected quarter.
3 votes -
When an opportunity stage is changed to closed/won send a congratulatory email to all employees at the company to celebrate the sales rep
When an opportunity stage is changed to closed/won send a congratulatory email to all employees at the company to celebrate the sales reps success.
1 vote -
Document upload on "opportunities" and "contacts"
My team would like to suggest that documents added to an "opportunity" can then be transferred to a contact if that opportunity becomes a client.
It is very tedious to save and move all of the documents that multiple team members have linked to an opportunity throughout our appointment process.There is a place to link a contact to an opportunity; one linked, this should allow transfer of documents.
3 votes -
Opportunity Filter Settings Dropdown So that "Me" is the First Option
When you click on the drop down feature in Calendar view, in the drop down menu the top choice is for "me". Opportunities should have the same feature. 99.99% of the time I am working with "Opportunities" I am filtering for my own results and I have to scroll down the long list of names to find mine.
1 vote -
Please add templates to Opportunities
Please add the template feature here. It would also be nice to be able to search insurance or investment companies we are using for each opportunities. It would make tracking commissions easier.
1 vote -
Ability to set a template or default when creating opportunities
Ability to set a template or default when creating opportunities. Let users set a default for all of the areas in preferences. For example: Type being defaulted to New Business.
17 votes -
Third Party Access to Opportunities
We work with an estate attorney that does estate planning for some of our higher end clients. We would like to have the ability to allow him access to our Opportunities Tab (only). So that we could keep track of the progress and next steps.
4 votes -
Functional "Projected Revenue" and "Actual Revenue" Fields in Opportunities
It seems incredibly strange to me the fields listed as "Projected Revenue" and "Actual Revenue" exist only for the sake of ornamentation.
3 votes -
can we get opportunities to link with activities and accounts
can we get opportunities to link with both activies and accounts
12 votes -
When adding stages to the opportunities, some additions should close the opportunity. For ex, I've added NQ (non-qualified); it's still open
When adding stages to the opportunities, some additions should close the opportunity. For ex, I've added NQ (non-qualified); it still shows as open and it should be closed - neither won nor lost, just closed.
3 votes -
opportunities
Wouldl like ability to customize types under Opportunities
4 votes -
Telephone Message Board
Our firm uses a separate phone message board website to post phone messages when a client calls. Currently, we have to copy the message and post it into a new note in the client's contact. This is done many times a day.
To have a phone message board (a separate section) available in Redtail, so messages can be posted in the message section for a user and also saved in a note in the client's contact would be so helpful. This would also help greatly with compliance, as well as ensuring all communications with a clients is in one location.
3 votes -
In Office Chat Box
I would love if Red Tail had the ability to allow chat sessions between our in-office contacts. If our admin was able add co-workers into a chat or messenger style system for everyone in the office to communicate about tasks and activities within redtail.
6 votes -
workflow trigger opportunity
It would be very helpful to have a workflow automatically trigger an opportunity. For example, when we have a lead we start a workflow. Instead of having the first step in the workflow be to create an opportunity, it would be helpful if the opportunity would be automatically created and then we could go in and update the opportunity with additional details.
7 votes -
Linking of Contacts, Accounts to Opportunities and Opportunity Notes
Opportunities can link contacts on the "big picture" side. We would like to see the ability to link an account to opportunities as well, either pending or existing accounts.
Additionally, we would really like to see all notes made in the opportunity automatically link to any linked contact or account. We currently have to do a double entry on the contact level, which makes it easy for someone to miss and potentially leave the note stuck in the opportunity. For the accounts, we have to make sure the contact linked, then go to the contact record, then link the account…
15 votes -
Sort Opportunities by Creation Date
Currently there is no way to sort opportunities based on the creation date only the target date. If added this feature would allow the user to determine when an opportunity was added and gauge how many other opportunities were added in a given time period rather than just seeing when they are estimated to be completed.
13 votes
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