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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!

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152 results found

  1. RightCapital

    I'd really like to see a RightCapital integration. Thanks!

    10 votes
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  2. Google Workspace

    There should be an integration with Google Calendar and it's free online applications that compete with MS/Office

    10 votes
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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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  4. 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 votes
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  5. 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 votes
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    1 comment  ·  Integrations  ·  Admin →
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  6. 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 votes
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    1 comment  ·  Integrations  ·  Admin →
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  7. 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 votes
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  8. Emoney Redtail integration needs to be expanded

    The Redtail integration to EMoney is a disgrace. We should be able to do more than just dump basic client info from Redtainl into EMoney. We shoulds have the ability to pull account information from EMoney's aggregation functionality. Additionally, reports should be able to be sent into client's note folders.

    9 votes
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  9. FMG Suite (Segregate FMG Email Sent Notifications)

    Please Segregate FMG Email Sent Notification into its own Sidebar category, possibly under "Marketing" just like you Segregated out Redtail Speak Messages. Notes is getting too cluttered with all notifications.

    9 votes
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  10. Office 365 Integration - Improvements

    Please integrate O365 fully, including email with attachments

    9 votes
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  11. 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.

    9 votes
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  12. 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
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  13. Improvements to Copytalk Integration

    There are a few issues with the Copytalk integration that should be relatively simple fixes:

    1. 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.

    2. 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
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    1 comment  ·  Integrations  ·  Admin →
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  14. Campaign Monitor

    Please integrate with Campaign Monitor.

    8 votes
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  15. 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
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  16. Slack App Integration

    Please add slack app integrations.

    8 votes
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  17. Update Laserapp Integration: Port maiden name and other applicable fields

    Please allow for the maiden name to port over from Redtail to Laserapp forms... along with other fields as applicable. I've noticed the occupation field in the "basic" section of the contact record does not correlate with the occupation field in the "know your client" area and it will not port over to Laserapp appropriately.

    7 votes
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  18. 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 votes
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  19. Make the precisefp integration a single on

    like you do eMoney and MGP. That way we can launch precisefp within redtail.

    7 votes
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  20. Integration with Empower

    Would like to have an integration with Empower

    7 votes
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