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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  1. Asset-Map

    Create a bi directional connection with asset-map that allows accounts to flow through. Accounts updated in assetmap will show in redtail for notes and vice versa

    12 votes
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  2. redtail retriever synch client birthdays

    Would like to have Client birthday's synch through retriever to my outlook calendar.

    7 votes
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  3. 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.

    9 votes
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  4. Integration with Empower

    Would like to have an integration with Empower

    4 votes
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  5. Improve Schwab Advisor Center Digital Account Opening to include employment and citizenship data

    As a Redtail User, I would like to have employment and citizenship data pull over in Digital Account Opening as those are required fields to populate on new accounts

    3 votes
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  6. lpl integration with meeting manager

    LPL now has a feature through Clientworks called meeting manager. It would be helpful if the meeting notes entered into meeting manager would feed into the redtail notes. They have also introduced their own version of a CRM and it would be useful for that to integrate as well.

    4 votes
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  7. Integration that pulls news/obituary alerts for selected RT contacts (clients mostly)

    This would work similarly to Google Alerts (but hopefully without having to enter each name individually into the alert search feature). This would enhance advisor ability to celebrate good news with clients or find out about deaths sooner than when a family member notifies (sometimes so late we can't attend the funeral). Would be nice if alerts could be sent via user email as well.

    4 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.

    6 votes
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  9. Primary Telephone Number with Laser App

    We use Laser App on a daily basis. Can something be done so that the "Mobile" number on a contact record will flood in a PRIMARY PHONE NUMBER? It only pulls in a "Home" ph number, & most do not even have home phones anymore. We ALWAYS have to manually input the mobile phone number as the "main ph #" for clients ppwk.

    3 votes
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  10. Integration with Ascensus

    I would like to have an integration with Ascensus

    1 vote
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  11. Integration with July (record keeper)

    Requesting an integration with July

    1 vote
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  12. Voxtelesys as a VOIP provider/partner

    Voxtelesys as a VOIP provider/partner

    1 vote
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  13. 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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  14. 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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  15. Please setup a two-way integration with Laserfiche.

    The two-way integration with Laserfiche will allow for forms completed to populate client information, initiate workflows and tasks. Let's get this done. Thank you.

    3 votes
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  16. 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.

    27 votes
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  17. myrepchat

    Can you segregate text messages from notes into its own category.
    so instead searching for text messages in notes.. I would Access the text messages under a text messages category heading on the side bar.

    5 votes
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  18. ScheduleOnce integration with Redtail Calendar

    Full integration with ScheduleOnce.

    11 votes
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  19. Why not use both Copytalk Legacy and Copytalk Forms integration

    Please keep the legacy integration, we use it a lot.

    While talking with Copytalk, they mentioned that the legacy integration, where the notes show up on the home page is likely going to be removed by Redtail at some point. This is super helpful for our office because it allows us to go in and edit the notes before we save it to a client's profile.

    The new integration, Copytalk forms, is convenient because it uploads directly to the client's profile, but it does not allow for us to edit once its saved as a note. It would be nice…

    12 votes
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  20. Slack App Integration

    Please add slack app integrations.

    8 votes
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