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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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102 results found

  1. beneficiaries

    Create a standard report that list all beneficiaries for all accounts and policies. Or, at at a minimum, enable the ability to create an export report that list all beneficiaries for all accounts and policies.

    57 votes
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    5 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. Add Clients by Region Mapping/Reporting

    When setting review appointments it would be great to be able to see an area map with pin points of clients addresses in order to make the most of traveling to certain areas.

    225 votes
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    20 comments  ·  Reports, Exports & PDFs  ·  Admin →
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