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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.

How can we improve Redtail Technology's CRM?

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83 results found

  1. Add CSA as a field option for automations

    CSA is not an available option for assigning in an automation.
    This would be incredibly beneficial

    3 votes
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    0 comments  ·  Automations  ·  Admin →
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  2. Create an automation that adds all UDF for all new clients

    1 vote
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    0 comments  ·  Automations  ·  Admin →
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  3. Scan and save

    I have a scanner attached to my computer. I would like to have a save option directly into redtail instead of saving to my desktop, uploading to redtail then deleting off of my desktop.

    1 vote
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    0 comments  ·  Automations  ·  Admin →
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