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.
2192 results found
-
text color
Allow us to change the text color in emails. Advisors commonly use this feature to bring attention to important items with clients.
6 votes -
More options when sending broadcast emails
It would be good to have additional options when sending broadcast emails. Such as "Choose primary" or "Choose Business" when sending these, so it just doesn't go to one email.
6 votes -
Need Outlook plug-in to manually track client related emails to their contact record when not sent to/from the client
Our old CRM system had an Outlook plug in where we could manually track a message (i.e. between advisors/staff) related to a client to the client's record. It'd be great to have that.
6 votes -
Add the ability to change the status of a workflow to Inactive
We sometimes encounter instances where we cannot move forward with a workflow. Our only option is to delete the workflow, losing all processing notes, or complete the workflow, which creates inaccurate processing notes. This would also allow us to reactivate the workflow if needed.
6 votes -
Cancelling Activity Option
It would be nice to have a cancelled activity option -- so when clients call in to cancel appointments we can just "save and cancel". So, the activity would then disappear from the calendar but would still remain an activity under the client profile. It would help clean up the calendars so we can see the events/activities that actually occurred that day.
6 votes -
dynamic passcode generator
like Schwab has... phone app generates unique set of six numbers every thirty seconds that appends to the end of password. Very secure. Unlike your current MFA which simple browser password savers seem to circumvent. I do not feel safe or secure at present considering how much critical info we have stored
6 votes -
address
Create a report that pulls any contact that's had an address update in various timeframes, allowing for filtering by servicing advisor or other data.
6 votes -
Link an already created note to an Opportunity
You should be able to link a note that was already created to an Opportunity, rather than needing to create the note within the Opportunity right off the bat.
6 votes -
Account Feeds - Cost Basis to show on feeds
Would like to be able to see more details in the account feeds, such as Cost Basis.
6 votes -
linking accounts
I know there are a couple of other of these out there but they've been dormant for some 4 to 5+ years..... Is there a reason why we have to link accounts individually to an activity instead of being able to select multiple accounts? Some screens we can select multiple options, other have to be done individually! This should be a no-brainer! Cmon Redtail, let's get moving on some of the old, ignored suggestions!!!!
6 votes -
Advanced opportunities reporting: ability to filter/total AUM in pipeline by advisor and quarter
Currently, opportunities are grouped together and reporting can be sorted by status. It would be helpful if there was a running total of projected AUM by Servicing Advisor AND projected quarter.
6 votes -
Column View for Opportunities
I’d love to see a column-based view added to the Opportunities screen in Redtail CRM! This feature could function like a Kanban board, making it easier to manage and update opportunities visually.
Here’s how it could work:
• Sortable Columns: Users could organize opportunities by stage, type, or source, with each column representing a specific category.
• Drag-and-Drop Updates: Opportunities would appear as cards within the columns, and users could update an opportunity’s stage by dragging it from one column to another (e.g., from “Needs Contact” to “Meeting Scheduled”).
• Customizable Layout: Users could choose which stages or categories to…6 votes -
opportunity stages
It would be nice to have more options for the stage an opportunity is in. I currently only have closed lost or closed won and it would be nice to have like "Evaluating", "proposing", "Closing" or just being able to create our own like an open concept like the opportunity name.
Opportunities have the potential to be VERY impactful but needs a lot of work to be completely functional. It would be nice for our company to move our pipeline away from spreadsheets and to live in a CRM database
6 votes -
activity range
When on a contact record. Give the ability to change the defaulted range from "Past Due & Next 30" to any of the other options shown on the activity page within the contact record.
6 votes -
Employer Plan Management
We service a lot of employer 401k/403b/457 plans. It would be great to have more features that support plan management
6 votes -
Redtail speak: when texting with a client, I would love those messages to automatically go into the client's account in Redtail CRM
I noticed that Redtail Speak and Redtail CRM to not communicate with each other. It can be time consuming to have to enter into the client's account that you were messaging back and forth. I would love to see them connect whereby the messages are automatically added to the client's account in the CRM.
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,…
6 votes -
Advanced Search on Account Level
Currently Advanced Search is at the 'contact' level, we NEED to be able to search at the account level. Today there is no way to get an accurate report showing an account type, for example, Fixed Annuities issued in a particular month, say January. To me this is a basic search feature that should be available.
6 votes -
Bulk remove keyword or tag groups on One contact
When handling terminated accounts, would be useful to have way to delete all keywords and/or tag groups from one contact. Having to click each keyword or tag, and then also click on the confirmation message is bulky and inefficient when trying to clean up lots of contacts.
6 votes -
Ability to Print Notes by Contact that shows the Comments
We use Comments on notes a lot, we have a rule of same day/same topic but there is important information being added under Comments. We are going to be told that we can no longer use Comments since they will not print out on Notes by Contact Report. They also do not print out when you click on Notes in a clients RT record and choose the category of note you want to print. This would be a very useful feature to be able to export out to PDF and have the comments show as well. The only option currently…
6 votes
- Don't see your idea?