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. Laserapp - Memberships

    all memberships should transfer to laser app, not just children, they could be ex spouse or other family members that are benes. the way it is now i have to input the info in membership with redtail & imput the same in laser app when all person attached to a contact should beable to be picked & added not just children

    456 votes
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    45 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Laser App - Head of House info populate for spouse

    Currently if I access Laser App under a spouse because it is paperwork for her new account, Laser App will NOT let me select her husband for a beneficiary form or the second of a Joint Ownership. The way it works now, I HAVE to access Laser App under the "FAMILY HEAD" and then keep switching to spouse and back to family head for the different fields I want to populate. It would be very helpful to have the ability to populate with any family member information as needed whether I have accessed Laser App under the Family Head or…

    163 votes
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    15 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Scheduling & Confirmations

    A native self-calendaring option like Calendly or ScheduleOnce that has direct access to your calendar and a confirmation system like AppointmentReminder that automatically sends out an appointment confirmation via email and/or sms.

    133 votes
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    3 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Pull profile pictures from the new Social Media address links to use for a client's contact record profile picture.

    With the great new addition of social media addresses, it would be really cool to be able to automatically pull the social media profile picture over to the client's profile picture in RT.

    124 votes
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    10 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  5. DST Vision Integration

    I know and saw someone suggested this in the past, but you guys really should do an integration with DST Vision.

    98 votes
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    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  6. OneNote

    I use OneNote and would love it it integrated somehow with RedTail. I see there is an Evernote integration so I am not sure why OneNote isn't an option

    93 votes
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    8 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Morningstar - Make Reports on Family

    It would be helpful to be able to run a Portfolio Snapshot Report for all Family Accounts instead of just for one individual.

    79 votes
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    6 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  8. 8x8

    My IT professional recommends VOIP partner, 8x8. I'd ask you to look into partnering with them for integrations. Apparently they are the most common and robust in the industry (according to their experience). We recently vetted the current 2 integrations - Jive and Intulse. Jive no longer has any kind of trial period, and Intulse is quite small and a bit of a risk for a major component of a big firm's operations.

    70 votes
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    6 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Microsoft Teams - Add connecter

    Can you add Microsoft Teams as a connector so we can attach client to any team conversation that we are having and post materials directly.

    69 votes
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  10. Cognito Forms

    Would love to be able to push my Cognito Forms client confidential questionnaire data into Redtail CRM.

    66 votes
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  11. Link up with fixed index annuities from insurance companies like AVIVA, security benefit life, Allianz, american equity, ING, NAwal, LSW etc

    Link up values to run reports of all client accounts.. We have Schwab, fidelity, tdameritrade, now just add a few of the big FIA Insurance companies

    58 votes
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    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  12. dymo

    Please have an integration for DYMO Label Printer. I don't know if this will ever happen but it would be great if we could print single addresses from a Dymo Label printer.

    Or at the very least make a button I press that will show a contact label that I can copy and paste into the Dymo label writer software.

    PLEASE PLEASE PLEASE make this happen! Thank you!

    55 votes
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    12 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Integrate With TRELLO

    Can you integrate with TRELLO in some way?? There is a FREE version and a BUSINESS version. This would COMPLETELY REVOLUTIONIZE task management, office management, workflows... TRELLO is colorful, highly functional, super easy to use, and totally customizable.

    55 votes
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    4 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  14. 52 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  15. UPS and FEDEX

    It would be great if you added the ability to pull a contact address from redtail along with all the contact's information iand import into UPS and FEDEX to automatically create a shipment to the person or company.

    47 votes
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    3 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Integrate with Asana project management tool.

    Asana is a very useful project management tool, it would be great to be able to integrate to a contact on RedTail.

    44 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  17. scheduling

    Currently we create a Schedule Meeting Task for our current client/contact list that reminds our front office on a quarterly, semi annually, or annually basis to reach out to the client and schedule an appointment for a portfolio review. I was trying to eliminate the amount of time the staff spends on the phone and going back and forth with lients to schedule appoints so I thought I could integrate a scheduling app.

    However, There is no way to link a retail contact to the scheduling tool (i.e. Calendy) so If we utilized that system the office staff would still…

    42 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  18. COVID-19 - Virtual Scheduling

    Now more than ever, we need an integration for clients & prospects to schedule appointments with software like Calendly. Are there other apps that people are using? What does everyone recommend? We need something user friendly for clients to be integrated with Redtail

    41 votes
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    3 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Quickbooks

    This would allow for advisors to be more efficient because there would not be a double entry of client data. Currently, as it stands, to send an invoice to a client out of quickbooks, one has to put in client info such as name and address. This has already been imputed into redtail so the double work entry would be eliminated.

    41 votes
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    9 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Zendesk

    I hire Redtail as my CRM vendor. Redtail outsources the helpdesk ticket system. Very odd that a vendor that embraces seamless integration requires me to have yet another username and password to follow their tickets. Especially when Redtail offers single sign on for other outside vendors. Please integrate.

    38 votes
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    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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