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.
2261 results found
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Add a merge template Speak templates
Add a merge template to Speak so that when a template is used for a text it uses the client's nickname or preferred name.
3 votes -
Combined report details from Portfolio Detail Report, Portfolio Summary Report, Beneficiary Report and more
Looking for one report that is nice and clean to present to a client that gives full details on their accounts. This is the information we would like:
Account Assets section – location: Portfolio Detail Report
- Asset name (Holding name on report)
- Symbol
- Shares
- Price
- TotalBasic Information section – location: Portfolio Detail Report & Portfolio Summary Report
- Policy number - both
- Company - both
- Product - both
- Type - both
- Status - bothBeneficiaries section – location: not on Portfolio Detail Report & Portfolio Summary Report
- Name
-…3 votes -
Allow team members to view scheduled messages in Speak
Our team uses RT Speak to send appointment reminders to clients and our financial advisor. However we run into issues when someone has set up a scheduled message and the appointment changes, because if the person who created the scheduled message is out of office, we have no way of editing or canceling the reminder. It would be incredible to be able to see AND edit the scheduled messages of your team members. OR allow us to create a "sub profile", if you will, to send messages from - you would select whether you wanted the message sent from your…
6 votes -
Expand Automation
While the automation function is a time saver, its functionality is far too limiting as we are not provided sufficient options. For instance (and this is just one example), we use (or have been trying to use) our categories to have a more refined view of client- and account-impacting notes. However, automation emails sent out via FMG (e.g., schedule a meeting, invitation to client events, newsletters, etc.) all get dumped into the same category. We'd like to be able to see, at a glance, notes that are key to client/account management, as well as who's being invited, who's being reminded,…
9 votes -
show udfs on each record, even if blank
this will prompt team members to complete fields they may otherwise not complete/forget
1 vote -
It would be helpful to have a feature that auto emailed or texted clients to remind them of upcoming appointments.
Having a feature that auto emailed or texted clients in advance of their upcoming meeting would be helpful. I was told this wasn't a current option/feature of CRM.
7 votes -
Speak needs to offer the capability for advisors to use an existing number
For folks who have been texting clients for a long time. There needs to be a capability to archive text messages from an existing number.
I own my firm. I call all of the shots. I'm not a rookie advisor who needs to be kept out of compliance trouble.
Your system has all of these features, but you can't do this one basic thing.
It is sort of astonishing.
1 vote -
Readtail Speak
I'm a sole practitioner. I have complete control over everything at my firm. There needs to be a way for me to use the number I already have. Telling me that I have to use some random number is completely asinine.
You guys prioritized making it dummy-proof so that idiot advisors don't get into compliance trouble. Unfortunately, you didn't ask anybody what they actually need for their business.
As it exists now, "Speak" is useless to me and would cause more headaches than it is worth.
There are a number of expletives that I would like to use here to…
1 vote -
link to activity
For note categorization, it would be great to have two new features. First, the ability to change what activity a note is linked to, allowing an existing note to be easily linked to a new activity or multiple activities. This would be particularly helpful for notes made on the mobile app or notes accidentally created for the client without being linked to a particular activity.
Second, it would be helpful to have an additional field on notes for sort date/order. Sometimes we start a new activity and include notes from other activities for reference, and it would be helpful to…3 votes -
dark mode
Love the new dark mode, but when i look at email history all the text is in black against a dark grey background and I can't read it. any way to format this section?
20 votes -
Advanced Segmentation & Automation by Event Engagement Status
It would be extremely helpful if Redtail CRM could offer more advanced segmentation and automation based on client engagement status for events and campaigns.
For example, when hosting a seminar or webinar, we typically send multiple communications: invitation, reminder, confirmation, follow-up, and thank-you emails. Currently, it can be challenging to precisely target contacts based on their exact interaction status (Invited, Opened Email, Clicked RSVP Link, Registered, Attended, No-Show, etc.).
A valuable improvement would be:
The ability to filter contacts by detailed engagement status (e.g., “Registered but not attended” or “Invited but no response”).
Bulk actions based on those filtered segments…
1 vote -
Client Review Tracking - Early Access Feature
How it seems to work today:
- Client has a completed review in October
- Review frequency is every 3 months
- That means they were due in January
- They didn’t meet in January and instead scheduled the review for March
- Even though a review is already scheduled for March, the system advances the next due review to April (3 months after January)So the system is essentially continuing to calculate forward from the missed due date, rather than recognizing the next scheduled review as the new anchor.
What we’d expect instead:
If a client is on a…3 votes -
4 votes
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AUM per Year
Could we get a report that allows us to see AUM per year?
3 votes -
Redtail Speak
When using RT SPEAK, it should automatically activate once inside RT CRM. Silly and inefficient if we signed up for this to have to constantly press the three...... buttons to activate
16 votes -
Minimize Workflow View During Edit / Creation
When editing a workflow - all of the boxes are expanded and it's a lot to scroll through. Instead of going through each individual box to click the arrow to condense the boxes into smaller lines, could there options to condense the whole workflow, or condense sections to minimize the amount that is on the screen. This would be helpful for editing / reviewing / printing / screenshots, etc.
4 votes -
Customize the Contacts' Sidebar
When viewing a contact/client profile, we use some of the sidebar links frequently and some not at all. I would love to change my Contact Record preference settings so that the categories I use all the time (Accounts, Workflows, Documents, Notes, Activities, Permissions/Roles) are at the top of the list.
19 votes -
Otter AI Integration
Otter AI - It is the current AI system that we use to take notes with client. We would like to be able to use this platform to integrate with Redtail.
3 votes -
UPDATE NOTES AND ACTIVITIES ON "TODAY" PAGE
On the "Today" home page under "Notes" make it possible to actually see all (not just 1) of the linked contacts to that note.
This is my second request about this issue since 2/06/2026 and I'm still waiting for a response!?!3 votes -
Contact
When placing address, email or phone numbers-anything that is made primary should be listed FIRST.
1 vote
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