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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95 results found
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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.
30 votes -
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 Dujan15 votes -
mitel
Numerous people have recommended/suggested/asked that RedTail have an interface with Mitel Connect so that we can dial directly out of Redtail with a click of the phone number - is this on Redtail's radar?
4 votes -
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.
9 votes -
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!
10 votes -
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 -
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
6 votes -
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.
11 votes -
Pipeline
Pipeline dashboard with AUM, Commissions, and Fee Only revenue opportunities with customizable stages. Aslo having the ability to track revenues against recievables.
8 votes -
Add "Last date updated" to opportunities
Need to add "Last date updated" so we can see the last time someone contacted/worked on the opportunity. Should not have to detail into every opportunity to see how long it it has been since someone contacted or worked on the opportunity
12 votes -
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.
20 votes -
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.
6 votes -
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 -
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.
21 votes -
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
9 votes -
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.
7 votes -
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.
17 votes -
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 -
Source from Opportunity should link to Source on Contact Record
After an Opportunity is marked as "Closed," it would be great if the Source from that Opportunity transferred to/updated the Source on the client's contact record.
28 votes -
Opportunities Icon on Client Profile
I have an idea that can help identify New Asset client opportunities easily from their home profile page.
Up on the top right corner of each profile you see the icons for Edit Basic Info, Contact Card, Important Information, Common Tasks. This idea piggybacks on the "Important Information" icon that lights up Red when information is added.
Idea: There needs to be a " $ " Opportunities Icon that lights up Green when there is an opportunity added for a contact.
I know, I know, there is an opportunities tab on the left tool bar that you can click to…
20 votes
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