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. Select All feature for Broadcast Speak

    I want to send a broadcast invite to everyone listed from our CRM that have not accepted a Speak invite yet. A great feature would be to have a simple way to 'select all' instead of clicking on them individually.

    2 votes
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  2. To be able to see phone numbers on the contact page rather than hovering over the name

    Instead of hovering over a name, to be able to see phone numbers on the contact page like you do other information

    1 vote
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  3. Redtail Speak

    For the Redtail Speak, it would be great to integrate a phone number that the advisor is already using. Our clients have gotten used to texting our advisors at their current number, so it would be great to continue using that number.

    8 votes
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  4. slow

    Redtail is the only thing I use every day that is impossibly slow. Something needs to improve; I just hate trying to look at different days or weeks on the calendar. I literally wait for a full minute to load. And it seems to be getting worse. Please do something.

    4 votes
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  5. Radio button for selecting mailing address and physical address are the same

    There should be a radio button to designate that the mailing and physical address are the same without having to list the same address twice. It would make the client profile in Red Tail cleaner to look at, and would properly pull the address if home address is selected or if mailing address is selected.

    1 vote
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  6. Speak notifications

    It would be great with the new speak to notifications within the CRM like we did with the old version

    1 vote
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  7. Personal Profile Form

    The personal profile form has the potential to be a really useful tool when verifying personal info changes/updates with clients. So far I have found the account numbers to be inaccurate with inactive account numbers, which would be great to get fixed. Additionally if beneficiaries could be listed with their respective accounts it would make the process of finding all this info more efficient and allow staff to be more productive in other aspects all together.

    3 votes
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  8. Redtail Speak Delete or Hide messages

    We really need a way to hide or delete or mark as complete interoffice messages sent through Redtail Speak. Even client messages would be helpful to mark that they have been dealt with in some way.

    1 vote
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  9. moderator approval

    comments are taking too long to post with moderator approval. I have a few that have been awaiting approval for months! What is the point of allowing comments if you're not going to look at them and post to the suggestion!!!!!!

    3 votes
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  10. Please cut Phone Support wait times.

    Wait time is typically well over 30 minutes. The big C crisis has subsided greatly and hopefully you can now hire more people and put emphasis on client experience.

    1 vote
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  11. Token based Multi-factor authentication (MFA)

    Redtail should offer other more secure methods of Multi-factor authentication when logging in such as RSA app token, rather than just the simple text/voice method. This method can be defeated using a SIM Swap Attack.

    3 votes
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  12. multifactor

    Redtail needs to have a secure multifactor solution. a SMS MFA is the lowest form of MFA and is not very secure. Why is there a delay in providinga dequate protection ?

    3 votes
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  13. Speak invitation is confusing

    Clients are not accepting the invitation to text with us because of the verbiage on the invite. Clients think that they are joining a meeting and not just texting.

    1 vote
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  14. Status site in the question mark on the CRM

    It would be nice to have the status site accessible from within the question mark/help area of the CRM

    3 votes
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  15. speak window

    Before the new version, the Speak window would overlay on top of the main RT page. Our company is largely remote and uses Speak exclusively for internal messaging purposes. We decided to use Speak instead of Slack specifically because we did not want to have another tab/window open. The new version requires us to open another tab for the application. Could we have the option to keep the Speak window within the same tab?

    25 votes
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  16. licenses

    In the Licenses tab, it would be helpful for the list to start out in alphabetical order. I think it defaults to when the record was added, which isn't very useful in practice. We use this tab to list all rep codes and license numbers for each of our advisors.

    I know we can click on the Company header to sort alphabetical, but having this as the default would be nice!

    3 votes
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  17. Redtail speak connects with phone providers

    Clients are going to connect with advisors anyway they want attempting to train them to use a number different from any other number is absurd. Redtail needs to find out how smarsh works once they replicate that functionality and connect the telephone provider data with redtail you have a winning product.

    3 votes
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  18. Viewing Profile Notification

    Let us see when a co-worker is viewing a client's profile. Kind of like how Google Word let's you see who is working or viewing a document. Except this will be for seeing who may be viewing the client profile. This can useful in case another assistant or advisor is working on a task for the client, or has valuable insight.

    3 votes
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  19. Create a New Hire Onboarding Dashboard

    In recruiting, you need to know everyday where you new hires are within the Onboarding Process. Redtail does not offer a "dashboard" at this time. Please consider creating one.

    1 vote
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  20. An option to convert a UDF "any text field" to "List of Values"

    Having an option to either convert a UDF any text field to List of values or to designate it during initial import would be handy. creating one is a multi-step procedure currently. Alternatively, since you already have a routine (when you import Writing Advisor) having the back room apply it by request for a given field would also work

    1 vote
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