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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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43 results found

  1. Create a second value for AUM based on account type. Total value for a specific asset type or category to display on the main today page.

    Create a radio button or check box in the edit account field that designates an asset as "fee based" or "managed money", to separate commission based assets on the books from fee based assets on the books. This makes it easier to see the total AUM (fee based) for a quick view of those assets that are generating a fee based compensation.

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  2. Please create a professional landing page option for those of us paying for the service. Not a dog in a costume.

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  3. Insurance age changes need to show on the daily reminders along with birthdays. If you need additional information please call me.

    Insurance age changes need to pop up daily as reminders, just like birthdays. An age change happens six months prior to your actual birthday. In September I want to contact my clients and prospects with birthdays in April. I want them to have an opportunity to buy insurance before the rate goes up because they are a year older. If you need further clarification please give me a call. (405)743-0035.

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