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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.
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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95 results found

  1. Closed Lost Reasons

    Have reasons why an opportunity was lost (timing, need, price, competition, poor qualification) and become a successful deal for your sales team.Then we could draw actionable insights from these closed lost reasons and act accordingly.

    8 votes
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  2. Quicker access to drop down menu to change opportunity stage

    In the opportunities menu... you currently have to click on edit and pull up the opportunity to mouse over to the stage, pull the drop down, and select the new stage.

    Much quicker would be to have that drop down available right from the opportunities list. Click on the stage, and you get the whole list, and then you can update the stage.

    7 votes
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  3. 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
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  4. opportunities default filter

    I am trying to format the opportunities section to only show ones designed for me. I know you can manually filter the list, but the data at the top of the opportunities section shows all data for our whole firm. We need that data to just be for me as a user. And we need our filtered list to be saved instead of reset every time if we want to

    7 votes
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  5. 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
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  6. Pipeline

    Use wealthbox template for opportunities showing commission gdc, aum for fee for revenue and tracking

    6 votes
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  7. opportunity keywords

    Keywords or UDF's for Opportunities would be a super helpful feature for Redtail to add, so that we can pull a list of DST opportunities, or Financial Planning opportunities.

    6 votes
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  8. 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
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  9. 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…

    6 votes
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  10. 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
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  11. in opportunity, show contact info when hovering over their linked name

    When on an individual opportunity allow the client's contact info to pop up when you hover over the name. Just like in an activity.

    5 votes
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  12. 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
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  13. 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
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  14. Opportunities Tab for Client and Opportunities for All Clients need to swap locations

    Move Opportunities that is under MORE to the current location for Opportunities (All)

    When on a contact record you want to see all about that Contact not have to Click "More" then scroll down to Opportunities that is buried in the menu

    4 votes
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  15. Opportunity Screen tune-up

    It should also display the Contact(s) phone numbers so you can call right from that screen.

    Same for display on the Opportunity reports to include their phone number because sometimes you may call right off that list.

    On the screen AND reporting, the user should be able to determine what fields should be seen to make it clearer and easier to navigate and have the information right away.

    4 votes
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  16. 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.

    4 votes
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  17. Have Opportunity Revenue Categorized for Calendar Year

    Currently closed revenue is cumulative and doesn't show current year. We would like to be categorize for current year revenue.

    4 votes
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  18. Commission Split Tracking

    Inside of the opportunities sections, I would like to see a way to breakdown any revenue splits for life insurance and annuity sales. That way if the business is referred to us and we are leaving the referring agent on the case, we can track who earned what inside of the CRM software.

    4 votes
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  19. Add a Count of Open Opportunities to the Contact Overview Stats Bar

    it would be great if we could see on the contact front page how many open opportunities there were, similar to how the workflow, activities, etc statistics are displayed at the top of the overview page.

    4 votes
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  20. We are finding an urgent need to be able to add URLs and UDFs to the Opportunities link.

    In order for us to effectively assess the opportunity and update/add information to the same, we believe the ability to add URLs and UDFs would be a great feature.

    4 votes
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