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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.
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How can we improve Redtail Technology's CRM?

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4 results found

  1. Customize Personal Profile Form

    The personal profile form is a way to quickly gather information on a client or prospect before a meeting. It would be great if this was customizable. Half of the info I don't care about there are many things missing that would be great to have on the sheet.

    474 votes
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    Not Planned  ·  40 comments  ·  Reports, Exports & PDFs  ·  Admin →

  2. 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

    463 votes
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    Not Planned  ·  45 comments  ·  Integrations  ·  Admin →

  3. Display memberships on the front page of the contact record.

    431 votes
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    Not Planned  ·  22 comments  ·  Memberships  ·  Admin →

  4. Add the option to have alerts / push notifications sent directly to the device

    calendars
    reminders
    add note
    team notify

    415 votes
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    Not Planned  ·  26 comments  ·  Mobile App  ·  Admin →
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