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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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152 results found

  1. 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
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  2. mobile assistant task assignment

    We would love to be able to use Mobile Assistant to assign a task to someone other that the user dictating the note. For example, an advisor could assign a task to a paraplanner (not just themselves) using Mobile Assistant.

    1 vote
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  3. Zapier - Workflow Trigger should include linked contact info

    Let's say I want to send a PreciseFP form when a workflow step/task is completed. I can't do that because the workflow data doesn't include information about the workflow's linked contact. So, right now, not a whole lot you can do with this trigger if it involves contacts in redtail.

    1 vote
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  4. Voxtelesys as a VOIP provider/partner

    Voxtelesys as a VOIP provider/partner

    1 vote
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  5. Integration with July (record keeper)

    Requesting an integration with July

    1 vote
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  6. Integration with Ascensus

    I would like to have an integration with Ascensus

    1 vote
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  7. Can you make a click through for Zoom Phone systems?

    Being able to click the phone number and auto call on zoom

    1 vote
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  8. aggregator

    why is there no integration between Computershare & Redtail - the link exists for other financial aggregator sites

    1 vote
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  9. supernote

    Would love to have a Supernote Integration!

    1 vote
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  10. Import "Preferred Name" on ClientWorks as "Nickname" on RedTail

    1 vote
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  11. Redtail Cambridge Integration enhancement ideas

    Currently, the Redtail-Cambridge CLIC integration is a simple contact send from Redtail to CLIC. Cambridge is exploring options for enhancing the integration, and is seeking feedback for integration features that mutual users would like to see implemented. Do you have any ideas about integration features that Cambridge could consider including in the enhancement work? Please add ideas in the comments below.

    1 vote
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  12. Integrate with Docuxplorer

    I think it would be beneficial to many if you could integrate with Docuxplorer just like PSIGEN and Docupace.

    1 vote
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