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
-
Integrate with Intermedia Cloud Communications
Intermedia has VOIP services as well as cloud backup and storage. They are the phone provider recommended/discounted with a Costco membership.
15 votes -
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 -
DST Vision Integration
I know and saw someone suggested this in the past, but you guys really should do an integration with DST Vision.
110 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!
-
Slack App Integration
Please add slack app integrations.
8 votes -
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 -
Improvements to Copytalk Integration
There are a few issues with the Copytalk integration that should be relatively simple fixes:
Some of the notes come into Redtail without the proper formatting (such as when using "new paragraph"), but they are properly formatted in the emailed version Copytalk sends out.
Rather than having the dictations show up as a Task when they come into Redtail, they should be categorized as a Note and automatically marked as Completed if it was successfully linked to a Contact. HOWEVER, if the integration wasn't able to assign it to a Contact (due to dictation formatting or otherwise), it should show…
9 votes -
COVID-19 - Virtual Scheduling
Now more than ever, we need an integration for clients & prospects to schedule appointments with software like Calendly. Are there other apps that people are using? What does everyone recommend? We need something user friendly for clients to be integrated with Redtail
44 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!
-
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 -
mobile assistant link to multiple contacts
Is Mobile Assistant unable to link the notes dictated to multiple contacts? When speaking to a husband/wife I note both in the dictation but it only shows up on one record and I am having to copy it to the additional record. Waste of time!
3 votes -
55 votes
Redtail’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!
-
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!
-
zapier
I need Redtail to share with zapier the following fields: mobile phone, home phone, email address, home address, city, state, zip code. The zap I am creating takes a parsed email with new lead data and adds it to redtail as a new contact. Right now the only fields Redtail allow to be added are: First Name, Last name, Contact Status, Contacts Source, Contact Category.
142 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!
-
Zoom Phone Integration
It would be nice to have Zoom Phone integrate with Redtail. Examples might include click-to-call from the contact page, updating contact record when a call is made or received, etc...
47 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!
-
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!
-
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 -
GoToWebinar to sync to Redtail Seminars
Enable GoToWebinar integration so that when people register for a webinar, it will auto add them to a linked seminar in Redtail. This is should happen without the need of Zapier, which would require us to pay for an extra service that other CRM's have figured out how to offer already.
11 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!
-
Integrate with Docuxplorer
I think it would be beneficial to many if you could integrate with Docuxplorer just like PSIGEN and Docupace.
1 vote -
dymo
Please have an integration for DYMO Label Printer. I don't know if this will ever happen but it would be great if we could print single addresses from a Dymo Label printer.
Or at the very least make a button I press that will show a contact label that I can copy and paste into the Dymo label writer software.
PLEASE PLEASE PLEASE make this happen! Thank you!
55 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!
-
FIS Relius Integration
FIS Relius, Matrix and MidAtlantic
3 votes -
Copy Talk Note in Workflow Outcome
It would be great if we were able to use Copy Talk directly within Redtail Workflows. I would like to be able to dictate speech within the notes in Redtail outcomes. Each time you select an outcome and have the ability to leave notes, you could use the Copy Talk integration to speak those notes into the workflow.
3 votes
- Don't see your idea?