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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  1. OneNote

    I use OneNote and would love it it integrated somehow with RedTail. I see there is an Evernote integration so I am not sure why OneNote isn't an option

    93 votes
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    8 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  2. zapier integration: add "Assignee" field to their templates.

    Zapier is an incredibly powerful tool, but it's missing a significant amount of customization. when adding a new activity/task, we need the ability to manipulate the attendees.

    9 votes
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  3. Trizic

    Please add Trizic as an integration partner

    2 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Add Activity Category to Zapier

    One of the few fields that is missing when automating Zapier to create and activity is Category. Currently it defaults to General Information. It would be great if Category could be included on Zapier so we do not have to change them manually.

    29 votes
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    4 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Vestorly

    We are using Vestorly and they said they did all they could with an integration with you guys, but needs Redtail to do some work before that integration is complete. Is this something that is likely to happen at anytime in the near future?

    4 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  6. next360 part of Pershing/Improvement to end user

    I want to have the ability to see the avg. cost of each equity along with the original purchase date if there are multiple purchase dates I will need to see each purchase date. In order to be tax efficient with clients this information is essential.

    7 votes
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  7. Microsoft Teams - Add connecter

    Can you add Microsoft Teams as a connector so we can attach client to any team conversation that we are having and post materials directly.

    69 votes
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  8. Zapier needs to filter trigger by activity type

    The Zapier integration is fantastic! The one thing that would be really helpful is the ability to include the "activity type" in the trigger fields. This allows us to create an outgoing calendar sync from Redtail to other tools.

    18 votes
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  9. Keep enhancing the Zapier integration

    Please add triggers like changes to a contact record and actions such as Create a Note. More fields need to pass through, like head of household. This integration could solve so many issues if it was expanded properly. Please keep at it!

    71 votes
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    6 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Quickbooks

    This would allow for advisors to be more efficient because there would not be a double entry of client data. Currently, as it stands, to send an invoice to a client out of quickbooks, one has to put in client info such as name and address. This has already been imputed into redtail so the double work entry would be eliminated.

    41 votes
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    9 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Integrate with Asana project management tool.

    Asana is a very useful project management tool, it would be great to be able to integrate to a contact on RedTail.

    44 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Cognito Forms

    Would love to be able to push my Cognito Forms client confidential questionnaire data into Redtail CRM.

    66 votes
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  13. Integrate With TRELLO

    Can you integrate with TRELLO in some way?? There is a FREE version and a BUSINESS version. This would COMPLETELY REVOLUTIONIZE task management, office management, workflows... TRELLO is colorful, highly functional, super easy to use, and totally customizable.

    55 votes
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    4 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  14. LinkedIn - Contact Import

    Be able to choose contacts and their information imported from LinkedIn or other sites to the CRM without having to manually enter in people information.

    For example. I'd be able to click the names of people I'm connected with in LinkedIn to be able to be uploaded to the CRM as potential leads for me to contact

    21 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Laserapp - Memberships

    all memberships should transfer to laser app, not just children, they could be ex spouse or other family members that are benes. the way it is now i have to input the info in membership with redtail & imput the same in laser app when all person attached to a contact should beable to be picked & added not just children

    456 votes
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    45 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Update Laserapp Integration: Port maiden name and other applicable fields

    Please allow for the maiden name to port over from Redtail to Laserapp forms... along with other fields as applicable. I've noticed the occupation field in the "basic" section of the contact record does not correlate with the occupation field in the "know your client" area and it will not port over to Laserapp appropriately.

    7 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Sharepoint Integration

    We're using Microsoft Sharepoint in our office to aid in company-wide communications and keep everyone on the same page for multi-user projects and events. It would be very helpful if RedTail were set up to integrate with Sharepoint so that tasks assigned in Sharepoint showed up on our RedTail calendar. This would prevent us from having to enter them in RedTail after already entering them in SharePoint.

    31 votes
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    3 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Laser App - Head of House info populate for spouse

    Currently if I access Laser App under a spouse because it is paperwork for her new account, Laser App will NOT let me select her husband for a beneficiary form or the second of a Joint Ownership. The way it works now, I HAVE to access Laser App under the "FAMILY HEAD" and then keep switching to spouse and back to family head for the different fields I want to populate. It would be very helpful to have the ability to populate with any family member information as needed whether I have accessed Laser App under the Family Head or…

    163 votes
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    15 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Zendesk

    I hire Redtail as my CRM vendor. Redtail outsources the helpdesk ticket system. Very odd that a vendor that embraces seamless integration requires me to have yet another username and password to follow their tickets. Especially when Redtail offers single sign on for other outside vendors. Please integrate.

    38 votes
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    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Campaign Monitor

    Please integrate with Campaign Monitor.

    8 votes
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