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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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5 results found

  1. Copy WealthBox with interface, intuitiveness and outlook integration

    10 votes
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    1 comment  ·  Artificial Intelligence  ·  Admin →
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  2. Integration with BombBomb

    Allow BombBomb and Redtail to automatically sync together or allow contacts to be sent to BombBomb, like they are sent to Constant Contact.

    (May also be helpful to allow systems like Constant Contact & BombBomb to add notes to Redtail when an email/video message has been sent.)

    -Jarrod

    13 votes
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    0 comments  ·  Artificial Intelligence  ·  Admin →
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  3. Keyboard shortcuts

    The integration of keyboard Shortcuts for the more commonly used bulk features (Such as the add button in any given browser) Would be supremely helpful. Just a way to streamline the process of using redtail and to cut down on the amount of time spent clicking around the website.

    37 votes
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    6 comments  ·  Artificial Intelligence  ·  Admin →
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  4. Password Not Viewable

    When Typing in My password to login as a user I would like the ability to view the password to verify that i am typing the correct password in. instead of seeing black dots.

    10 votes
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    0 comments  ·  Artificial Intelligence  ·  Admin →
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  5. emotional status of interactions

    I'd like to be able to quickly and easily be prompted to indicated the client's perceived emotional state in the notes section during the interaction (example: dealing with a death/sad, moving/excited, submitting a complaint/angry or frustrated) of how a meeting/interaction/exchange went. Also, a separate field for "satisfied with services" and "dissatisfied with services" selection in notes per client interaction. I'd like to be able to run reports on this data for customer service improvement goals.

    12 votes
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    0 comments  ·  Artificial Intelligence  ·  Admin →
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