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.
65 results found
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eMoney Observations and Next Steps in Redtail
It would be great to be able to see the Observations and Next Steps section for the eMoney software in our redtail platform. We use the Observations section for our high-level finanacial planning recommendations. Further, we use the Next Steps to list action items for both the client and advisor to complete. It would be great to see these two sections on the client card, especially right before our advisors make a call to the client in order to be abreast of their planning status.
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!
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Account feed integration with Nationwide
We have many clients with accounts at Nationwide that do not feed into Red Tail. It would be helpful if Nationwide was an option on the integration list.
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!
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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!
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Allow integration to Microsoft SharePoint shared folders
Currently all of our contact's documentation is stored on Microsoft SharePoint. It would be ideal if we could link to the shared folder as opposed to having to upload all documents and have documentation in two places.
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!
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myrepchat
when the myrepchat feeds come over into notes, can it automatically list the category be updated to say either myrepchat or email sms message or some kind of designated category
14 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!
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Orion Integration - Reporting
Ability to export list of clients that are or are not synced to an Orion household.
14 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!
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Indicate note was added from dashboard
I would like for the ability to have dictated messages (mobil assistant / copytalk) show up in the client note section AND at the bottom of the today page so I know the file was inputted without having to manually check it. Maybe have a notation next to it that says filed.
14 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!
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GoToMeeting to sync with Redtail. Not through Zapier
When I create a Redtail Activity, I would like the option to add conferencing via GoToMeeting so it creates a link to then share with guests.
13 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!
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Intulse Integration - Custom category for auto-logged calls
Calling all Intulse integration users! Please VOTE!
If Redtail/Intulse could work together to implement a custom category type for the auto-logged notes that appear in the CRM after a call, the Contacts by No Contact report would produce a much more streamlined report to aid in practice management and tracking touch points.
If the note that is automatically produced after a call is made or received through Intulse was coded as "Phone call" or "Intulse call," then the Contacts by No Contact report could be filtered to appointments and Intulse calls. This small change would have a huge impact on…
12 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!
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Please create a feature where if an Email is sent from FMG suite it updates that note to the redtail contact
Please create a feature where if an Email is sent from FMG suite it updates that note to the redtail contact
12 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!
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Sync account beneficiary information from Redtail to Emoney
Creating the ability for ALL account details in Redtail to sync with the contact in eMoney and vice versa. The synching integration really is mute point fi you are still having to go into each system for data entry.
12 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!
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Drivers license info feed into Laser App
Drivers license info feed into Laser App as well in contact data
12 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!
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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!
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Intergrate the Redtail CRM to work with Mitel phone systems.
We are switching our phone system to Mitel and as they are one of the big VOIP phone systems we are disappointed to see that Redtail does not integrate with them.
9 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!
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Rocketbook note taking automation into documents or notes
https://getrocketbook.com/ is a fantastic way to digitize note's quickly and efficiently.
Currently, the only way to get these note's into our CRM is by using Evernote. Well, this is going to clutter up Evernote quickly, but it is worth the convenience or storing those notes easily.
A better way would be to add notes automatically through Rocketbook's API. Perhaps after the upload, we could tag clients or create action items??
Another option would be to give each CRM an email to receive note's with, and have the tagging options available from there.
Regardless of how you brilliantly do it, this…
9 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!
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Add additional information that can be sent to LaserApp
need the ability to put in the client's employment status (Retired, Employed, etc.) and be able to pull that over to paperwork in LaserApp
9 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!
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receive feeds from Smartworks to update account balances.
Receive feeds from Smartworks and other vendors to continuously update account balances.
9 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!
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Redcapture Fields
The information fields in Redcapture are set and custom fields are limited. Limits the usefulness of the data capture.
I think it would be a great improvement to include all contact fields in Redcapture to really allow a contact, especially a prospect, to fill out their own profile. Also, it would be of great benefit to allow UDFs to be included so we can capture information necessary for planning.
9 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!
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Campaign Monitor
Please integrate with Campaign Monitor.
8 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!
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laser app
Need the ability for a workflow to be attached automatically when we add the Last Review Date. This makes sure all follow up has been completed.
7 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!
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