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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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41 results found

  1. Add Revenue to the Opportunities dashboard and reports

    Add Revenue to the Opportunities dashboard top line... some firms are less worried about assets and more focused on revenue.

    382 votes
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  2. Create an Activity from the Opportunity Tracker

    Link the opportunity tracker to a new calandar entry for the next step process

    262 votes
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  3. Add Opportunity Notes to Linked Contacts

    I love that we can add notes to Opportunities, but it would be very nice to have the option to copy those notes to the linked contacts so we don't have to double enter them. A checkbox that says "copy note to linked contacts" would be fantastic!

    149 votes
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  4. Opportunities should have at least 3 date fields

    Opportunities should have at least 3 date fields to more easily monitor, work on, filter, do reporting, etc. There should be a Start Date, Next Follow Up Date, and Closed Date. And the Next Follow Up date should generate a calendar reminder.

    135 votes
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  5. Opportunity Final Stage Modification

    Opportunity Final Stage Modification
    CLOSED WON AND CLOSED LOST is simply not enough.
    We need CLOSED INACTIVE and CLOSED LOST CLIENT
    In the conversion process from suspect to prospect to client we can customize the stages to our own desires but when it comes to creating the final tally, you take control and the end resulting two options of Closed Won and Closed Lost is not enough.
    When I get a referral and talk to the suspect and qualify them then enter them as a prospect and an opportunity and they say they want to come in but never do,…

    101 votes
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  6. opportunity filter

    We'd like the opportunity to save our filter choices so we consistently receive the data we are seeking rather than needing to re-filter every time we go to the opportunities screen.

    For example, at the end of 2019, we had opportunities that were pushed out to 2020 close dates. These were removed from the default view until you filtered to include those dates. We had to continually re-filter to be sure we weren't missing any of our current opportunities because the filter defaulted back to 2019 calendar year.

    91 votes
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  7. Opportunities on RT Calendar

    It would be great if your assigned opportunities would show up on your RT calendar just like you can choose for your tasks or appointments to show on your calendar. This way you can work the opportunities step as a task for the day, versus having to set up a separate task for each step of the opportunity.

    66 votes
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  8. Contact Record Opportunities

    It would be nice if you were able to tell that a client was associated with an opportunity from their main contact landing page. It would alleviate the necessity to pull up the opportunities sub-tab under each contact individually.

    63 votes
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  9. Connect Activities & Notes to an Opportunity

    Any Activity, Note, or Email should be able to be simultaneously linked to an Opportunity in addition to being linked to a contact and/or Account. Notes inside an opportunity do not automatically link to the corresponding contact(s) and Vice Versa. It is as if Notes inside an Opportunity are hidden within the Opportunity. All Notes and Activities related to a contact should be visible in the contact view, but only the activities and Notes related to the Opportunity should show inside the Opportunity view. This would gather all email communications, notes and activites (past and future) related to that Opportunity…

    63 votes
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  10. Send Opportunities Notifications

    Have the system send out an email to the person an opportunity is assigned to as a reminder that it needs to be followed up on.... this was previously posted and said that it was completed, but it actually was not.

    58 votes
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  11. Notify users that an opportunity has been added

    When and opportunity is created, users/assignee should be notified. As of now, the only way one would find out that there is a new opportunity is if they click on the opportunity tab.

    58 votes
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  12. Linked Notes in Opportunities

    Would be faster to add Linked Notes in Opportunities how it is currently setup in Activities.

    This would prevent from having to open a new page just to add a Note and see the list of all notes from the Main Opp page.

    49 votes
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  13. notifications within opportunities

    Within Opportunities, there should be a Notification button for something to be completed within Opportunities. Right now, I am having to create the Opp, then make an Activity to remind a User to do the next step. It seems redundant. Thanks for your consideration. It would make things more streamlined and efficient.

    49 votes
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  14. Opportunity Follow-Ups

    I would want the ability to set a follow-up date on opportunities. Right now you can only set a close date.

    I would envision a tile on the today page that would show my opportunities to follow-up on today.

    45 votes
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  15. We would like to be able to customize the columns on opportunity reports (add/delete)

    Currently, the in place columns are not customization and only include a portion of the identifiers. We would like to be able to customize these columns to show additional identifier (ex. Projected Revenue, etc..)

    32 votes
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  16. add opportunity tracking to seminar management

    Opportunity tracking built into seminar management, or even the ability to link an opportunity in the opportunity tracker to a specific seminar would be extremely useful and powerful in tracking efforts within our existing client base.

    29 votes
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  17. Opportunity Report - need date range in the filter so I can see when opportunities were opened

    need date range in the filter so I can see when opportunities were opened

    27 votes
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  18. recurring opportunity

    Option to create a "Recurring Opportunity". This would be helpful for IRA/Roth annual contributions. Or any account that a client is adding an amount to on a periodic basis. Right now, I have a recurring "Task" but I have to create the opportunity each time in order to track it. Recurring Opportunity option would alleviate this double input.

    26 votes
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  19. Post completed opportunity to Contact notes

    Once an opportunity is marked as closed won or closed lost add the ability to add the whole opportunity into the clients notes

    25 votes
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  20. Add a recurring revenue field to opportunities.

    Opportunities show "revenue". There should be a field for one time revenue and another for recurring revenue, like 12b-1 or advisory fees.

    An extrapolation would be the 10 year value of the opportunity.

    24 votes
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