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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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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323 results found

  1. Reg BI

    Is there a possibility of being able to capture the documentation needed for Due Diligence and link it to the appropriate Business Contact? I know we can create the contact and upload to CRM documents, but those are sometimes difficult to sift through. If we could select a company and then click on Due Diligence on the left and see the offerings and then the documents that would be excellent.
    Furthering that idea is to identify vendors/sponsors from the get go when entering them as a contact. A simple filter question of “Is this a [carrier, vendor, sponsor] that requires…

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  2. Please provide integration/syncing with CellTrust

    CellTrust is an application allowing financial services professionals to text with clients in a compliant manner. It would be extremely helpful if Retail and CellTrust could sync instead of having to manually enter clients in the CellTrust app.

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  3. New Contact ID Fields

    Love the addition of the new ID field, but can it be moved lower on the Contact Details section? Perhaps under the "Added By" field? And re-titled "ContactID" or "Redtail ID" to make it less confusing?

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