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.
152 results found
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Tamarac Reporting Integration
Integrate with Tamarac Reporting
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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FMG Suite integration
In syncing contacts to FMGSuite, we need to see Quicklist Tags. Not just Tag Groups. Since Tag Groups are static, they are of limited usefulness for the purpose of identifying categories to send emails to. Since Quicklists are dynamic, I can count on the correct client records being in given Quicklists.
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Ring central
It would be great to have an integration so that when my Ringcentral line rings with a client's number (it would have to be the one in Redtail obviously) their account information would pop up, rather than having to search for them.
21 votes -
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.
21 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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BombBomb
Please integrate with BombBomb so that we can send videos via email to our clients.
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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default accounts tab with orion
When clicking on the account tab with the Orion integration can it be that we choose which account view we want - Orion or Redtail?
20 votes -
Better integration with note-taking apps
I need a way for handwritten notes in either OneNote or Evernote to integrate to RT. Evernote only synches typed notes and RT will not import handwritten notes which are saves as PNG files. This makes this entire integrates useless since we, and many others now, take notes on a tables w/ stylus. OneNote doesn't have any integration, but would need the same fx. Either will do.
20 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Allow zapier to create template activities or workflows in Redtail
when utilizing, for example, the calendly-Redtail Zapier, we need to be able to specify the Prospect intro activity template be the action when the trigger is introduction call scheduled through calendly
19 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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integrate RedTail CRM Calendar with Redtail hosted email
Our office uses both RedTail CRM and RedTail Hosted Email. Within the Email side, which uses an Outlook based platform, I am able to add calendar events and send / receive appointment invites. However, this calendar doesn't integrate with the CRM side calendar. This seems like an obvious feature to integrate. If an event is created on the CRM side, it should populate the email side calendar and vice versa. As such we could send / receive invites and have all calendars synced.
18 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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Retirement Plan Advisory Group™ (RPAG™) Integration
RPAG offers a retirement practice management solution. Because retirement plans are a significant component to some advisor practices, the integration between Redtail and RPAG would be a significant administrative time saver on setup (RT to RPAG for new clients) and ongoing management. I encourage RT to review RPAG solution for potential integration.
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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eMoney Client Tasking
I would like to use the client tasking feature of eMoney, but I am told by eMoney support that because of my Redtail integration this feature cannot be used. Apparently, Redtail takes over tasks in eMoney and Redtail does not have a category for task assigned to clients. It would be great if this issue was resolved. Please see the link below for description and video of client tasking.
https://blog.emoneyadvisor.com/product-updates/client-tasks-and-next-steps-released/
18 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Addepar integration
Have an integration with Addepar portfolio management system
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
17 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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eMoney Observations and Next Steps in Redtail
It would be great to be able to see the Observations and Next Steps section for the eMoney software in our redtail platform. We use the Observations section for our high-level finanacial planning recommendations. Further, we use the Next Steps to list action items for both the client and advisor to complete. It would be great to see these two sections on the client card, especially right before our advisors make a call to the client in order to be abreast of their planning status.
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Citrix Sharefile File Explorer Link
You have a citrix integration, this is kind of useless as it requires the downloading and uploading of files to use them. Please integrate a button that would "open the windows file explorer location" of the files (assuming citrix files or sharefile sync are installed on the local machine)
Ive tried to figure out how to put the direct folder location as a website link in the client contact card but am unable to make it work.
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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yCharts Integration
With yCharts growing as quickly as it has been as an alternative to Morningstar Workstation, it would be nice to have it integrated with Redtail so that we can quickly run reports/analysis on client portfolios and/or research different investments in one place.
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Account feed integration with Nationwide
We have many clients with accounts at Nationwide that do not feed into Red Tail. It would be helpful if Nationwide was an option on the integration list.
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Allow integration to Microsoft SharePoint shared folders
Currently all of our contact's documentation is stored on Microsoft SharePoint. It would be ideal if we could link to the shared folder as opposed to having to upload all documents and have documentation in two places.
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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