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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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2 results found

  1. Talk to Text

    Add a 'talk to text' button when adding notes to a client account or calendar event. This will cut down on time after a client review/meeting as it allows you to speak the notes instead of typing them.

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    0 comments  ·  Notes  ·  Admin →

  2. Notes report

    we have the ability to filter notes, but it would be really helpful to filter not only the type of notes but a time frame and be able to export to a PDF or EXCEL to take to client reviews.

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