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.
185 results found
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precise
It would be very helpful if the integration with Precisefp also mapped the Know Your Client fields. This would allow us to send a digital Know Your Client form via Precisefp where the client could update or confirm the information.
2 votes -
Redtail Speak extension For Chrome
Please create a Redtail Speak extension for Chrome, so when we are not in Redtail Speak, we can still see new messages.
9 votes -
export a shared address to LaserApp
LaserApp - export a shared address to LaserApp - currently if the spouse or non-head of household is exported to LaserApp and a shared address is populated in the Spouse address it is not exported to LaserApp. If it the Primary Address it should update LaserApp whether it is a shared address or not. If there is an old address in LaserApp it populates the form with the wrong address - VERY BAD.
3 votes -
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 -
Transparency with Redtail Integrations
Would like to know what information is actually being shared with integration partners in API.
Would like to know potential exposure before synching data with a company that we barley know anything about! The more integrations the higher the chance our client PII data can be exposed.3 votes -
Phone call Relaying/Forwarding integration
Something I LOVED on a previous CRM was the ability to click the phone number, and it would call your phone, you answered, and it would call that client for you through the phone system (it didn't matter what phone system you used, so individual app integration didn't matter, it just called your phone number to make the call for you). So much easier and faster than dialing the number, and creating a new event/note that I made a call to that person that day. It automatically logged that call and I could add notes.
12 votes -
1 vote
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presults
Please integrate with Presults
2 votes -
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 -
My Rep Chat Note Categories
Currently MyRepChat integration notes import with no category, making it impossible to pull any kind of report on these from the client level. The integration should either autofill the category to the default Redtail note category, or include a feature allowing the user to select a note category for MyRepChat integration.
8 votes -
Email Sequencing Workaround for FMG Integration
I am using FMG suite for email marketing and Redtail CRM for my contacts. Since we are a small RIA, sales force does not make sense for us. I image a lot of Redtail users feel the same. That being said, email sequencing is still important so that we are not sending email communications to people who are not engaging with us (and spamming them).
It is very helpful to see who clicked on a link in the email in FMG as well as who opened it. As a side note, when someone opts out, it shows up as a…
2 votes -
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 -
Google Workspace
There should be an integration with Google Calendar and it's free online applications that compete with MS/Office
10 votes -
LinkedIN sales navigator
There should be a direct integration with either LinkedIN or LinkedIN Sales Navigator and RT/CRM
3 votes -
Pulse 360 Single Sign On
The Pulse 360 Integration button does nothing. Can that at least be a SSO?
3 votes -
Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.
Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.
26 votes -
Add Income Solver integration
Please add integration to Income Solver by Retiree Inc
3 votes -
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 -
supernote
Would love to have a Supernote Integration!
1 vote -
Office 365 Integration - Improvements
Please integrate O365 fully, including email with attachments
9 votes
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