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. Notify users that an opportunity has been added

    When and opportunity is created, users/assignee should be notified. As of now, the only way one would find out that there is a new opportunity is if they click on the opportunity tab.

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

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  2. Opportunities on RT Calendar

    It would be great if your assigned opportunities would show up on your RT calendar just like you can choose for your tasks or appointments to show on your calendar. This way you can work the opportunities step as a task for the day, versus having to set up a separate task for each step of the opportunity.

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

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  3. Send Opportunities Notifications

    Have the system send out an email to the person an opportunity is assigned to as a reminder that it needs to be followed up on.... this was previously posted and said that it was completed, but it actually was not.

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

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  4. Notify of Opportunity Stage Change

    When an opportunity stage is changed, a team/user can be notified of such through an automation template.

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

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  5. Add Revenue to the Opportunities dashboard and reports

    Add Revenue to the Opportunities dashboard top line... some firms are less worried about assets and more focused on revenue.

    349 votes
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    41 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  6. "Closing Next" Opportunity Not Showing 'Past Due'

    For some reason at the top of the opportunity page an opportunity that isn't set to close until the end of November has been stuck as our "Closing Next" opportunity for the past few weeks. I'm not sure why that is, since this feature was working before and we have a lot of opportunities with close dates before November 2016.

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

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  7. Customize Opportunity "Type"

    Looking to customize the Opportunity "Type." Currently "New Business" and "Existing Business" are the only options. We would love to have the ability to customize the Opportunity "Type" just like we are able to customize the Opportunity "Stage."

    271 votes
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    26 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Create an Activity from the Opportunity Tracker

    Link the opportunity tracker to a new calandar entry for the next step process

    253 votes
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    25 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Add Opportunity Notes to Linked Contacts

    I love that we can add notes to Opportunities, but it would be very nice to have the option to copy those notes to the linked contacts so we don't have to double enter them. A checkbox that says "copy note to linked contacts" would be fantastic!

    142 votes
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    11 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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