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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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185 results found

  1. 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...

    50 votes
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  2. UPS and FEDEX

    It would be great if you added the ability to pull a contact address from redtail along with all the contact's information iand import into UPS and FEDEX to automatically create a shipment to the person or company.

    47 votes
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  3. 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 votes
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  4. Quickbooks

    This would allow for advisors to be more efficient because there would not be a double entry of client data. Currently, as it stands, to send an invoice to a client out of quickbooks, one has to put in client info such as name and address. This has already been imputed into redtail so the double work entry would be eliminated.

    41 votes
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  5. Zendesk

    I hire Redtail as my CRM vendor. Redtail outsources the helpdesk ticket system. Very odd that a vendor that embraces seamless integration requires me to have yet another username and password to follow their tickets. Especially when Redtail offers single sign on for other outside vendors. Please integrate.

    41 votes
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  6. Zapier

    Deleted or changed appointments don’t feed to Zapier. Therefore, when linking Acuity to Redtail using Zapier, the acuity calendar gets out of date since deleted or changed appointments in Redtail can’t feed through.

    Please add support to send changed dates/times or deletions through Zapier to Acuity.

    40 votes
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  7. 3CX

    3CX phone software integration so all incoming and outgoing phone calls are logged in Redtail automatically.

    33 votes
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  8. zapier

    Expand Zapier fields and actions.

    Expand Zapier to contacts Updated, Tasks created or updated, and calendar events created or updated. This would quickly expand the capability of RedTail.

    33 votes
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  9. Interactive Brokers

    Would it be possible to add an Interactive Brokers integration? Something to automatically pull information from Interactive Brokers onto Redtail CRM?

    33 votes
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  10. Sharepoint Integration

    We're using Microsoft Sharepoint in our office to aid in company-wide communications and keep everyone on the same page for multi-user projects and events. It would be very helpful if RedTail were set up to integrate with Sharepoint so that tasks assigned in Sharepoint showed up on our RedTail calendar. This would prevent us from having to enter them in RedTail after already entering them in SharePoint.

    31 votes
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  11. Egnyte Cloud Server

    Make Egnyte Cloud Server an integration with your tool. Your competitor already does.Salesforce integrates with this tool.

    31 votes
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  12. Integrate with Fillable PDF's

    Is there a way we can add an inegration for fillable PDF's the same way we are able to send client contact information over to Laserapp?

    30 votes
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  13. Add Activity Category to Zapier

    One of the few fields that is missing when automating Zapier to create and activity is Category. Currently it defaults to General Information. It would be great if Category could be included on Zapier so we do not have to change them manually.

    29 votes
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  14. LinkedIn - Contact Import

    Be able to choose contacts and their information imported from LinkedIn or other sites to the CRM without having to manually enter in people information.

    For example. I'd be able to click the names of people I'm connected with in LinkedIn to be able to be uploaded to the CRM as potential leads for me to contact

    27 votes
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    1 comment  ·  Integrations  ·  Admin →
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  15. Altruist integration with account opening and importing daily account values

    Altruist has been a great new custodian for RIA advisors. Great to have Redtail/Altruist integration similar to other custodians both with daily account information and possible data sync with clients for new account opening.

    27 votes
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    1 comment  ·  Integrations  ·  Admin →
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  16. 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
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    1 comment  ·  Integrations  ·  Admin →
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  17. Active Campaign

    We would like to see a collaboration with an automated marking solution, like Active Campaign, that is updated with our Redtail contacts. We currently have to update our RT contacts and our automated marketing contact lists independently which is redundant.

    25 votes
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  18. 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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  19. Add Additional Fields for Zapier and Google Sheets

    As of riight now there are limited fields that are being transferred from Google sheets to Redtail Via Zapier, I would love to have the fields such as email,address, phone number be included in the additional fields.

    23 votes
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  20. Delete dictation after added to note or activity

    Our office is trying the mobile assistant application. When notes are uploaded to redtail, you have the option to save them but they stay on your homepage until you delete them. It would be great if they disappeared once the note was saved. Having to delete the note causes confusion if the note was saved.

    Mobile Assistant
    Copytalk

    23 votes
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