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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.

How can we improve Redtail Technology's CRM?

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65 results found

  1. 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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    0 comments  ·  Integrations  ·  Admin →
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  2. 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  ·  Admin →
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  3. 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  ·  Admin →
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  4. 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  ·  Admin →
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  5. 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 votes
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    1 comment  ·  Integrations  ·  Admin →
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