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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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6 results found

  1. AI Note Taking

    Suggestion to enhance note-taking for client meetings using AI. It would be incredibly helpful if there was an AI feature that could automatically summarize key discussion points from meetings and save them within the meeting details. This could also include generating action items, or suggesting follow-up tasks .

    3 votes
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    0 comments  ·  Artificial Intelligence  ·  Admin →
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  2. REMOVE chat bubble or make it MOVEABLE

    Please remove the chat bubble or place it on the left hand side with the menu. It currently blocks your view of activity details such as time entered regardless of window size you are viewing it. It interrupts many of our daily activities and we either want the ability to move it, have you remove it, or place it on the left hand side out of the way of viewing the CRM system.

    15 votes
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    0 comments  ·  Artificial Intelligence  ·  Admin →
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  3. LInkedIn will always have the most up to date Job title, that should automatically update in Redtail

    When a contact is connected to LinkedIn, their Job Title information will be automatically updated with the most current and accurate data. It would also be convenient if their picture was uploaded automatically, like on my iPhone.

    4 votes
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    0 comments  ·  Artificial Intelligence  ·  Admin →
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  4. Copy WealthBox with interface, intuitiveness and outlook integration

    13 votes
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    2 comments  ·  Artificial Intelligence  ·  Admin →
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  5. 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

    16 votes
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    0 comments  ·  Artificial Intelligence  ·  Admin →
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  6. 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.

    22 votes
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    0 comments  ·  Artificial Intelligence  ·  Admin →
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