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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.
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152 results found

  1. FMG Suite (Segregate FMG Email Sent Notifications)

    Please Segregate FMG Email Sent Notification into its own Sidebar category, possibly under "Marketing" just like you Segregated out Redtail Speak Messages. Notes is getting too cluttered with all notifications.

    9 votes
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  2. rightcapital

    Is it possible to integrate with RightCapital?

    13 votes
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  3. Email Sequencing Workaround for FMG Integration

    I am using FMG suite for email marketing and Redtail CRM for my contacts. Since we are a small RIA, sales force does not make sense for us. I image a lot of Redtail users feel the same. That being said, email sequencing is still important so that we are not sending email communications to people who are not engaging with us (and spamming them).

    It is very helpful to see who clicked on a link in the email in FMG as well as who opened it. As a side note, when someone opts out, it shows up as a…

    2 votes
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  4. RightCapital

    I'd really like to see a RightCapital integration. Thanks!

    10 votes
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  5. Allow Zapier Access to All Fields in RT, Including UDFs

    Add access to all fields available in RT, including UDFs, to Zapier. The fields currently available to Zapier are only a small subset (currently 18 fields for a contact).

    7 votes
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  6. Office 365 Integration - Improvements

    Please integrate O365 fully, including email with attachments

    9 votes
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  7. LinkedIN sales navigator

    There should be a direct integration with either LinkedIN or LinkedIN Sales Navigator and RT/CRM

    3 votes
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  8. Pulse 360 Single Sign On

    The Pulse 360 Integration button does nothing. Can that at least be a SSO?

    3 votes
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  9. Add zero balance accounts from Orion Feed

    It would be great to have zero balance accounts feed into Redtail. This is especially useful for Traditional IRAs that sit empty for Roth backdoor conversions.

    10 votes
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  10. Add Income Solver integration

    Please add integration to Income Solver by Retiree Inc

    3 votes
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  11. supernote

    Would love to have a Supernote Integration!

    1 vote
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  12. Altruist integration with account opening and importing daily account values

    Altruist has been a great new custodian for RIA advisors. Great to have Redtail/Altruist integration similar to other custodians both with daily account information and possible data sync with clients for new account opening.

    21 votes
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  13. Household Address - Marketing Pro

    Please turn back on the ability for household address to feed over to Marketing Pro. I have review postcards that are not being sent out to clients if they are not Head of Households. Reviews are managed by the individual not by the household. Please turn back on the feed for shared address! The address for the spouse use to feed to Marketing Pro, but since Redtail changed this feature it is causing clients to miss their review postcards and emails. This is an essential part of our business. Otherwise I would have to manually enter HUNDREDS of spouse addresses.…

    3 votes
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  14. Morningstar Workstation Single Sign-on

    Morningstar Workstation Single Sign-on

    3 votes
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  15. Morningstar Advisor Workstation Single Sign-on

    Morningstar Advisor Workstation Single Sign-on. From the integrations dropdown menu.

    3 votes
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  16. Asset-Map

    Create a bi directional connection with asset-map that allows accounts to flow through. Accounts updated in assetmap will show in redtail for notes and vice versa

    12 votes
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  17. Integrating Clientworks Calendar with Redtail Calendar

    Integrate CW calendar with Redtail calendar.
    For those of us using Meeting Manager having the Clientworks Calendar integrated with Redtail Calendar would be helpful with carrying over appointments.

    6 votes
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  18. Workflow trigger by automation from outside RT doesnt link contact

    This used to work. I have Zapier create activities that trigger workflows thru automations. Those workflows USED TO BE linked to the contact automatically. Since the API upgrade this is no longer the case.

    Support says "This is because Automations are triggered by manual actions taken by the user. Items would require an additional 'touch' if created by an outside entity electronically such as Zapier"

    Old change logs show this was an issue with the old API and was resolved, this should be simple to fix with the new one. Please address as it kind of defeats the purpose of…

    3 votes
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  19. redtail retriever synch client birthdays

    Would like to have Client birthday's synch through retriever to my outlook calendar.

    7 votes
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  20. lpl integration with meeting manager

    LPL now has a feature through Clientworks called meeting manager. It would be helpful if the meeting notes entered into meeting manager would feed into the redtail notes. They have also introduced their own version of a CRM and it would be useful for that to integrate as well.

    10 votes
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