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. Link up with fixed index annuities from insurance companies like AVIVA, security benefit life, Allianz, american equity, ING, NAwal, LSW etc

    Link up values to run reports of all client accounts.. We have Schwab, fidelity, tdameritrade, now just add a few of the big FIA Insurance companies

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

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  2. Backfill any information entered into Laserapp (back to Redtail CRM)

    Right now, if we discover some missing information, we have to go back to Redtail to add it, because if we add it in Laserapp, it doesn't update the CRM database. It would be helpful if it automatically backfilled into Redtail.

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

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  3. work to add Equity Trust and Equity Institutional (Self Directed IRAs) to the custodian list.

    We are an independent Financial Advising Firm. We have a few dozen clients that have self directed IRAs. We would like to see the ability to have the account data show up in Redtail. We really like the way TradePMR (our main custodian) links in, so we would love to see the same thing with Equity Trust/Equity Institutional.

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

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  4. Redtail should push Drivers License data to Smartworks Government ID data fields.

    I should never have to enter the same data more than once on any Redtail integrated product.

    16 votes
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  5. receive feeds from Smartworks to update account balances.

    Receive feeds from Smartworks and other vendors to continuously update account balances.

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

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  6. Egnyte Cloud Server

    Make Egnyte Cloud Server an integration with your tool. Your competitor already does.Salesforce integrates with this tool.

    22 votes
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    5 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  7. UPS and FEDEX

    It would be great if you added the ability to pull a contact address from redtail along with all the contact's information iand import into UPS and FEDEX to automatically create a shipment to the person or company.

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

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  8. Pull profile pictures from the new Social Media address links to use for a client's contact record profile picture.

    With the great new addition of social media addresses, it would be really cool to be able to automatically pull the social media profile picture over to the client's profile picture in RT.

    124 votes
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    10 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  9. eFile Cabinet

    eFile Cabinet offers a simple cost effective online data storage similar to RedTail Imaging. However, one key difference is eFile Cabinet Online allows for "private key encryption" so no one at the data storage facility can view client documents. I would love to see the best in class CRM (Redtail) integrate with this best in class for security online data storage service.

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

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  10. Facebook - Contact Sync

    There is an iPhone program called SmartSync that grabs data from FB and adds things like pictures, birthdays, websites, and address. It would be amazing to be able to have RedTail sync with FB. Here is a link to the iPhone app. I'll also tweet something to your twitter account.

    Have someone download the app and try on their iPhone (and hopefully it is someone who uses iCloud and OS X) and sync their address book with FB. I think you will be really amazed and how well this program works. This is would be a giant value add to…

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

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  11. Zimbra

    CRM contact information should be replicated in Zimbra Webmail, and vice versa

    359 votes
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    43 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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