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.
82 results found
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word
The word integration you have is terrible. There needs to be a more cohesive and less complicated way to transition into using MS Word from the client contact. My previous CRM (Ebix) had a wonderful MS Word integration.
1 vote -
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 -
MFA for Contacts
Multi-factor authentication (MFA) for contacts using the contact's mobile number. This could work as a button within the contact screen next to a mobile phone number that says "verify." When clicked, it displays a code and sends that same code via text to the contact's mobile number. In this way, when we receive a client phone call and pull them up in Redtail and need to verify their identity- we can send them a code they can verify with us.
3 votes -
4 votes
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Outlook, Calendar, Email...One CRM?
Dear Redtail,
I'm likely going to have to break up with you. We have only been together for a few months, but I don't feel heard or understood. When we first started together, I was over the moon with opportunity and what was possible. Everything you shared in the marketing lead me to believe that my calendar and email would sync with outlook in a way that I could focus my attention on having my CRM/Redtail be my primary access point for everything in my company. But you lied to me. I have found this to NOT be true. SuiteSync…
5 votes -
Integrate with Lacerte to pull in "Client Status".
We are a tax office as well as investment advisors. Integrations that would be awesome include:
Lacerte - for the Client Status, eFile Status and ESign status.
SmartVault - to be directly connected
SmartWaiver - to pull in signed waivers by email
Thanks much3 votes -
Remove Team Members from Speak Conversations
I would love to have the ability to remove team members from a Speak conversation rather than having them leave the conversation.
5 votes -
SharePoint Integration
Have Microsoft's SharePoint be an option to easy link date
1 vote -
Orion planning
For Orion Planning, when you create a contact or import from Redtail, there should be an option to bundle more than one questionnaire for the client to fill out when they get set up.
3 votes -
multiple integrate
It would be awesome if we could do a mass integration to our broker-dealer website, AdviceWorks. Right now we have to integrate one contact record at a time.
3 votes -
adobe
CRM - Adobe Integrations
I would love for the CRM to be integrated with Adobe Acrobat for quickly filling out forms. Quik! forms is not as user friendly as Adobe so would be nice to have that capability!3 votes -
Zapier Integration to add a note and to complete activites
Zapier's integrations are super helpful - although being able to add a note would be amazing as well as complete an activity.
12 votes -
AgencyBloc / AMS+ Integration
People often have Agencybloc on the insurance side of their firm and it would be great if we could integrate with Redtail
4 votes -
3cx voip integration
Can we add more VOIP approved integrations? we currently use 3CX phone systems and they are not on the approved list and therefore not compatible with Redtail for integration.
1 vote -
ipipeline integration
Please look into a iPipeline integration for advisors who use a brokerage general agency for many carriers and can see their book of business in ipipeline. It would be great to merge that data into their contact records
3 votes -
Tax Qualification on integrations
When a direct feed is set up from a custodian, the tax qualification and custodian should be included in the linked account.
6 votes -
Tax Qualification on integrations
When a direct feed is set up from a custodian, the tax qualification and custodian should be included in the linked account.
3 votes -
Zapier Integration Update
Zapier Integration Update Recommendation -
It would be great if one of the Trigger items between Zapier and Redtail was "Add Note." I regularly upload meeting summaries downloaded from my meeting transcript software and would like to create a Zap to pull the summary into Sharepoint for analysis by CoPilot to create and assign the follow up tasks as well as create the first draft of my next client meeting agenda.
Thanks,
Matt
9 votes -
removal of Orion Planning from single sign on menu
Enable the ability to remove Orion Planning as a selection on our single sign on menu. That selection appeared recently. I do not believe we did anything to cause that to occur. That product is turned OFF on our Integrations page. I do not want to enable use of that product at our firm.
1 vote -
Zapier Capabilities Limited Due to Omission of Important Data Being Sent
Many of the gaps in Redtail's abilities could be achieved through Zapier, but there are critically important pieces of information that are not being passed to the Zaps. I've outlined a few of the most important pieces of information that would unlock a lot of functionality through Zapier.
Triggers:
-All should have information about linked contacts. At a minimum, client name and client ID should be available.
-Workflow triggers should have a workflow ID to identify which workflow the task is part of (it is currently just a task ID so you can't track what specific workflow or client it…3 votes
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