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.
1673 results found
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Integrate the ability to send a prospective client an electronic data gathering form that then uploads directly into Redtail
Integrate the ability to send a prospective client an electronic data gathering form that then uploads directly into Redtail upon the prospects completion, thus saving advisors and teams a lot of time. I realize there is an seperate service for this, but we all do not need another piece to add to our tech stack. First CRM to offer this and email hosting allow for over 20mb will get my business as soon as i learn of it.
1 vote -
Contacts By Professional Contact - Add 'Professional Contact' field to filter
Add 'Professional Contact' field to filter of 'Contacts By Professional Contact' report. I understand we can use the advanced search function, but it does not display the professional contact on the screen like the 'Contacts By Professional Contact' report.
1 vote -
save point ability
I think that creating a "save point" ability to save CRM Contacts would be of great help. We recently went through a data merge with Hubspot in which over 490 records were impacted with incorrect (bad) data. I had to input corrections manually. If we had been able to restore the data back to a previous day save point, we could have saved a lot of the issues.
1 vote -
Add logo to Summary Reports
Be able to add/upload our Company Logo to Account Summary Reports
1 vote -
More Details and Input Options for Annuities
Able to add more details about the annuities, such as withdrawal reports, annual value updates, etc. Also, there is not option to add a SPIA as an account type.
1 vote -
Print workflow diagram
It would be great to physically print the workflow diagram, existing steps and % completion in a pretty way.
1 vote -
Activities
Maybe it's just my old eyes but it's difficult to differentiate between completed activities and non-completed activities in the mobile app. Perhaps using color coding as opposed to the faint bold/non bold type to tell the difference?
1 vote -
Change contact account options from hard coded field to allow me to add an option for your current list
Remove contact account status from hard coded fields and allow me to add my own options.
1 vote -
1 vote
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Ability to notify when new document is uploaded to client's documents CRM
As I receive multiple mail for multiple advisors it would be so beneficial to have an option of notifying FA/or whoever that new document was uploaded
1 vote -
Privacy/permission options for Seminars
Privacy/permission options for Seminars: Be able to assign permissions to a Seminar to a User or Team so it is not public to entire database.
1 vote -
Use of "dotphrase" or "smartphrases" throughout Redtail
A dotphrase is a colloquial term for a preformed block of text that is inserted using keyboard shortcuts, often preceded by a dot. This can be customized for the Organization, Business and Individual.
SmartPhrases are abbreviations or words used to pull long phrases or paragraphs into a note. SmartPhrases can save you time when you have to write the same note over and over
Having use of dotphrases/smarphrases throughout Redtail would be incredibly helpful.
1 vote -
Allow Assistant to Access Email
Allow assistants to access email with Google Authenticator/TFA so they don't have to get a code from us each time they enter.
1 vote -
Beneficiary Report
Under the accounts section, we should be able to add beneficiaries and auto populate their information from people already in the system.
1 vote -
Beneficiary Report
Under the accounts section, we should be able to add beneficiaries and auto populate their information from people already in the system.
1 vote -
Ramsey ProPortal Integration for SmartVestor Pros
I was wondering if there is any way that someone at Redtail could look into starting an integration with the Ramsey Pro Portal? When a person applies for a nearby SmartVestor on the Ramsey Solutions website, they input their name, email, phone number, city, state, and zip code. On the SmartVestor's (our) end, that information immediately populates to the Ramsey Pro Portal website from which that data can be exported to a .csv file. Instead of manually inputting each prospect or waiting for 25 prospects to apply so that we can use an import spreadsheet, we were wondering if you…
1 vote -
1 vote
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Ramsey Pro Portal Integration for SmartVestor Pros
I was wondering if there is any way that someone at Redtail could look into starting an integration with the Ramsey Pro Portal? When a person applies for a nearby SmartVestor on the Ramsey Solutions website, they input their name, email, phone number, city, state, and zip code. On the SmartVestor's (our) end, that information immediately populates to the Ramsey Pro Portal website from which that data can be exported to a .csv file. Instead of manually inputting each prospect or waiting for 25 prospects to apply so that we can use an import spreadsheet, we were wondering if you…
1 vote -
Custom Reminder Feature
Custom Reminder on the Reminders Dashboard for things like RMD's, Payments, etc.
Also it would be nice to be able to take the reports and pull them into the reminders dashboard and customize them.1 vote -
risk tolerance, need to be able to change/edit your options
for us to suitability, risk tolerance, not able to edit /change your options, i was able to add to objectives, but not risk tolerance, need to be able to add to this list or change.
1 vote
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