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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.
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How can we improve Redtail Technology's CRM?

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86 results found

  1. Create Followup Opportunities from Notes

    It would be nice to be able to select and input a new opportunity from the notes tab similar to being able to add a follow-up to that note.

    35 votes
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    1 comment  ·  Opportunities  ·  Admin →
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  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."

    338 votes
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    28 comments  ·  Opportunities  ·  Admin →
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  3. Duplicate Oppurtunities

    Drop down to duplicate opportunities to avoid rekey of all info

    23 votes
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    2 comments  ·  Opportunities  ·  Admin →
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  4. add opportunity tracking to seminar management

    Opportunity tracking built into seminar management, or even the ability to link an opportunity in the opportunity tracker to a specific seminar would be extremely useful and powerful in tracking efforts within our existing client base.

    26 votes
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    1 comment  ·  Opportunities  ·  Admin →
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  5. Create an Activity from the Opportunity Tracker

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

    259 votes
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    25 comments  ·  Opportunities  ·  Admin →
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  6. 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!

    145 votes
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    11 comments  ·  Opportunities  ·  Admin →
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