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.

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  1. Customize Type

    We would love the ability to be able to customize the "type" section of Opportunities. Right now, "New Business" and "Existing Business" doesn't help us out.

    40 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Opportunities

    It would be nice if you were able to tell that a client was associated with an opportunity from their main contact landing page. It would alleviate the necessity to pull up the opportunities sub-tab under each contact individually.

    44 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Connect Activities & Notes to an Opportunity

    Any Activity, Note, or Email should be able to be simultaneously linked to an Opportunity in addition to being linked to a contact and/or Account. Notes inside an opportunity do not automatically link to the corresponding contact(s) and Vice Versa. It is as if Notes inside an Opportunity are hidden within the Opportunity. All Notes and Activities related to a contact should be visible in the contact view, but only the activities and Notes related to the Opportunity should show inside the Opportunity view. This would gather all email communications, notes and activites (past and future) related to that Opportunity…

    48 votes
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    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Quicker access to drop down menu to change opportunity stage

    In the opportunities menu... you currently have to click on edit and pull up the opportunity to mouse over to the stage, pull the drop down, and select the new stage.

    Much quicker would be to have that drop down available right from the opportunities list. Click on the stage, and you get the whole list, and then you can update the stage.

    7 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Opportunity Follow-Ups

    I would want the ability to set a follow-up date on opportunities. Right now you can only set a close date.

    I would envision a tile on the today page that would show my opportunities to follow-up on today.

    34 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  6. opportunity filter

    We'd like the opportunity to save our filter choices so we consistently receive the data we are seeking rather than needing to re-filter every time we go to the opportunities screen.

    For example, at the end of 2019, we had opportunities that were pushed out to 2020 close dates. These were removed from the default view until you filtered to include those dates. We had to continually re-filter to be sure we weren't missing any of our current opportunities because the filter defaulted back to 2019 calendar year.

    28 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  7. opportunity archive

    We'd like a way to archive opportunities by year so the information at the top (Closed Won and Closed Lost) is for the current year only rather than since the beginning of time.

    13 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Opportunity Report - need date range in the filter so I can see when opportunities were opened

    need date range in the filter so I can see when opportunities were opened

    20 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  9. in opportunity, show contact info when hovering over their linked name

    When on an individual opportunity allow the client's contact info to pop up when you hover over the name. Just like in an activity.

    5 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Opportunities Display

    Would like to be able to customize the size of the description box that is displayed in the main opportunities screen.

    9 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Opportunities needs to have way more fields

    Opportunities should include a field for "Product Type" as well as revenue for each product type as well as "Amount" for "Producty Type". If I want to track annuities and investments I do that in deposits and also revenue. If I want to track insurance I'll do that in terms of premium and also revenue. There is no way to do this presently. We should also be able to report based on Service Advisor and Writing Advisor as well as lead source etc.

    If I want to know who is referring me the most insurance and which sales person is…

    33 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Closed opportunity (won/lost) should show up in notes.

    i.e. shown in notes on date of action.

    "Closed - Won Opportunity click here to go to opportunity."

    21 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Search bar

    Opportunities and Workflows need a search bar.

    14 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  14. recurring opportunity

    Option to create a "Recurring Opportunity". This would be helpful for IRA/Roth annual contributions. Or any account that a client is adding an amount to on a periodic basis. Right now, I have a recurring "Task" but I have to create the opportunity each time in order to track it. Recurring Opportunity option would alleviate this double input.

    23 votes
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    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Opportunities should have at least 3 date fields

    Opportunities should have at least 3 date fields to more easily monitor, work on, filter, do reporting, etc. There should be a Start Date, Next Follow Up Date, and Closed Date. And the Next Follow Up date should generate a calendar reminder.

    111 votes
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    7 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Add option in Opportunity filtering to save a date range.

    Add option in Opportunity filtering for a saved Start/End date range that doesn't change.

    I am tracking several opportunities, some for more than 2+ years. With a new year changing, I can now only view Opportunities with a close date in 2019. Why should I have to apply a filter to those that are from last year, every time I want to look at them? If they are still Active, I should be able to see them without having to take time applying a filter every time.

    50 votes
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    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  17. We would like to be able to customize the columns on opportunity reports (add/delete)

    Currently, the in place columns are not customization and only include a portion of the identifiers. We would like to be able to customize these columns to show additional identifier (ex. Projected Revenue, etc..)

    28 votes
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    4 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Add a Count of Open Opportunities to the Contact Overview Stats Bar

    it would be great if we could see on the contact front page how many open opportunities there were, similar to how the workflow, activities, etc statistics are displayed at the top of the overview page.

    4 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Option to sync Opportunity Close Date and Target Date/Steps of Workflows

    If a workflow is synced to an opportunity, add an option to sync the opportunity date to any step or target date of the workflow.

    This could be a checkbox or option on the target date dropdown list ('sync with opportunity close date'). As many workflows are based on new opportunities, but not all, this would allow either the entire workflow, some steps, or none of it to be synced with the opportunity.

    17 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  20. opportunity referral tracking

    An opportunity should have a field that is Referral and that referral should be able to be a linkable back to a contact. At the very least, the opportunity should have a fillable text box for a referral like a contac currently has. I carry around printed opportunity lists as they are my lifeblood as a sales person. It' would be very helpful to know who referred me to that opportunity.

    21 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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