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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!

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.

How can we improve Redtail Technology's CRM?

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28 results found

  1. Please add the ability to create folders in the document tab of a contact.

    make document tab more efficient by having the ability to add folders to hold things like estate documents, financial planning documents, current reviews, eetc.

    19 votes
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    0 comments  ·  Documents  ·  Admin →
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  2. integration with DocuSign

    We use DocuSign to send documents for e signatures. We log into and out of it many times a day. It would be great DocuSign was included in the CRM integration list for ease of access.

    49 votes
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    0 comments  ·  Documents  ·  Admin →
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  3. linking documents

    Please allow us to link a document to multiple activities without creating duplicate documents in that clients contact record. For example, If I have one document and I need to Link it to 3 separate activities for that same client, then it saves it 3 times in the documents tab.

    85 votes
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    1 comment  ·  Documents  ·  Admin →
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  4. Documents

    I have uploaded documents on some but not all of my clients. It would be nice to see an indicator that there are uploaded documents next to the document tab to remind me to look there. Maybe even a number matching the number of uploaded documents. ie: Three uploaded documents, the number 3 in red would show up next to the document tab

    192 votes
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    18 comments  ·  Documents  ·  Admin →
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  5. Built-in document viewer

    Built-in document viewer would eliminate need to always download docs.

    89 votes
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    12 comments  ·  Documents  ·  Admin →
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  6. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    We need a way to save files and track files at various stages of completion within Redtail.

    *Original Docs - blank docs, per document/form required to create one complete application package
    *Unsigned Docs - client details filled out, per document/form required to create one complete application package
    *Client-Signed Docs - client-signed version of full application package or per document showing signatures, initials, and any corrections made by client to application content
    *Agent-Signed Docs - client and agent-signed version of full application package or per document showing completed application package prior to submittal to appropriate investment co
    *NIGO notice - not…

    373 votes
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    13 comments  ·  Documents  ·  Admin →
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  7. Preview documents

    it would be great if we could preview documents before we open them...maybe something similar to our computer windows explorer...

    56 votes
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    2 comments  ·  Documents  ·  Admin →
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  8. Email a document from the CRM Document Storage section

    email a document straight from the document window

    50 votes
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    1 comment  ·  Documents  ·  Admin →
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