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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.

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152 results found

  1. 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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  2. 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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  3. LPL uses OnceHub

    LPL uses OnceHub for linked calendar booking. It would be nice to have it integrated to RedTail. OnceHub only has Salesforce and InfusionSoft currently.

    7 votes
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  4. Orion Household Linking for Spouses

    Currently, a contact in RedTail links to the Orion household with matching Tax ID. This is great, except when I try to link spouses to the household. Currently, the spouse would have a separate household. This is not practical since most couples want their assets together. Please look into the additional household members Tax ID being picked up for linking households in addition to the main Tax ID - or maybe there is a way to manually select a household to link a contact to.

    7 votes
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  5. Document Upload

    When uploading to Redtail, make it where you can have the option to link to an account & choose a category prior to it getting imported into documents. Eliminating the process that requires you to have to go in after upload to connect to a category then to an account. Would be really nice to get it all done in one move rather than in several steps. A major oversight in my opinion of ease and convenience that we would greatly appreciate.

    7 votes
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  6. I would like to be able to choose a note category using mobile assistant

    I would like to be able to choose a note category using mobile assistant

    6 votes
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    1 comment  ·  Integrations  ·  Admin →
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  7. Please setup a two-way integration with Laserfiche.

    The two-way integration with Laserfiche will allow for forms completed to populate client information, initiate workflows and tasks. Let's get this done. Thank you.

    6 votes
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  8. 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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  9. Keap/Infusionsoft direct integration

    Zapier integration is so limited with Keap (FKA Infusionsoft) and Redtail. I would love a full integration between the two, a push/pull capability. Right now, I'd have to train my whole team on how Keap works, plus have them do some actions in Keap, others in Infusionsoft - it's messy. I'd rather they have the capability to add information in Redtail, where they already are logged in all day, and add a contact to a tag group, keyword, UDF, and have that action push to Keap to start/stop campaigns, etc. Zapier is only allowing us to push data FROM keap…

    6 votes
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  10. Integrate with Heliosplans.com

    I'd love to see an integration with Heliosplans.com that allows for all the data and documents to be auto synced and stored in Redtail

    6 votes
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  11. 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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  12. 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  ·  Admin →
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  13. 4 votes
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    1 comment  ·  Integrations  ·  Admin →
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  14. Zapier Automation

    Bugs to be fixed in Zapier. Although Redtail is showing available to integrate with other applications within Zapier, there are a few bugs that make it impossible to connect applications. Anything to speed along a fix to make Redtail functional when using Zapier would be greatly appreciated.

    Here is the email correspondence with Zapier:

    "The first is the bug where the Contact Source values aren't available in the dropdown selection. This is a known bug, and I've added your email addresses as affected users. Unfortunately, I don't have an ETA on when this bug will be resolved as the Redtail…

    4 votes
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  15. Integration that pulls news/obituary alerts for selected RT contacts (clients mostly)

    This would work similarly to Google Alerts (but hopefully without having to enter each name individually into the alert search feature). This would enhance advisor ability to celebrate good news with clients or find out about deaths sooner than when a family member notifies (sometimes so late we can't attend the funeral). Would be nice if alerts could be sent via user email as well.

    4 votes
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  16. Provide an option to REMOVE THE AUM from dashboard

    I LOVE the AUM on the dashboard. It was great to see it grow over time. However, now I've switched BDs to Commonwealth and no longer have access to Albridge data. My feed will no longer update. For all the reasons it is cool to see your AUM it very much sucks to see a goose egg at every log on. Seriously, this could eventually be a deal breaker for us, Redtail.

    4 votes
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  17. In Albridge, add a hyperlink to RUN REPORT that will allow us to modify reports and see them before we go to a pdf file.

    All of the current links go to A REPORT. It doesn't allow the Rep to determine what report we want. It limits the functionality of the Albridge software.

    4 votes
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  18. add "all in one" funnel marketing

    I have used "all in one funnel marketing" from companies like Clickfunnels and Kartra. They allow you to set up automated ad campaigns that can include automated email and webinars and scheduling.

    Because Redtail has many of the capabilities already in their CRM, I recommend you add the final integrations and capabilities to allow an "all in one" marketing system.

    This would be a huge benefit to your members as well as a huge additional revenue stream for Redtail.

    4 votes
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  19. Primary Telephone Number with Laser App

    We use Laser App on a daily basis. Can something be done so that the "Mobile" number on a contact record will flood in a PRIMARY PHONE NUMBER? It only pulls in a "Home" ph number, & most do not even have home phones anymore. We ALWAYS have to manually input the mobile phone number as the "main ph #" for clients ppwk.

    3 votes
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  20. Improve Schwab Advisor Center Digital Account Opening to include employment and citizenship data

    As a Redtail User, I would like to have employment and citizenship data pull over in Digital Account Opening as those are required fields to populate on new accounts

    3 votes
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