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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.

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144 results found

  1. Redtail Speak history for team members

    Have the ability to see Speak history for team members in a channel, in a similar manner to how we can see it for clients in CRM.

    1 vote
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  2. Redtail Speak, please add ability for administrators to view all conversations and have overview of which individuals are enrolled.

    Provide administrators with an overview of client activations of Redtail Speak. Have the ability to view conversations initiated by other users for compliance oversight. Need the ability to monitor text exchanges to ensure compliance with SEC directives.

    1 vote
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  3. hover over client name and show preferred contact method

    When hovering over a contact it'd be good to see the preferred method of contact bolded like in the contact card so we don't have to have to click in the contact card to see what the preferred method is.

    1 vote
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  4. employee

    It would be nice to have a status option for 'employee'. This would allow owners to put information about an employee in the system for record retention. It should still have a setting to limit who can see it.

    1 vote
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  5. Redtail Speak - Display Year Text was Sent/Received

    Would like to be able to see the year a text was sent/received directly in Redtail Speak. We can see it in Redtail Speak History, but would like the year shown inside of Speak itself when texting.

    3 votes
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  6. local desktop version needed to reduce calendar lag time

    There is a long lag time to do anything on the calendar. It really breaks the flow. It would be great if Redtail created a downloadable desktop version which would avoid these issues.

    1 vote
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  7. Individual Tasks list that only you can see

    There should be an individual task list on your dashboard that's only for you - no one else can view it.

    3 votes
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  8. Employee time clock

    Show when users log out of Redtail and use as an employee timeclock.

    1 vote
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  9. Offer a feature like Orion's RMD dashboard or ProTracker Software CRM's ProTracker RMD Assistant

    Offer a feature like Orion's RMD dashboard or ProTracker Software CRM's ProTracker RMD Assistant

    1 vote
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  10. Morningstar Data Syncing With Redtail

    I would like to know all the specific fields that can sync from Morningstar Office to Redtail. Or From Redtail to Morningstar Office.

    1 vote
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  11. Internal Messaging (Stand Alone)

    Is there anyway that you can take your current Redtail Speak system and make a small modification to it and create an Internal Messaging System with absolutely NO EXTERNAL capabilities? Royal Alliance will not allow us to utilize this feature due to the capability of the external messaging to clients. It would benefit my firm and many others who have the same or similar affiliations with this specific restriction.

    3 votes
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    2 comments  ·  Other  ·  Admin →
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  12. manual

    Please create and supply a printable company manual of how to use Retail. An all-in-one Manual. Where we can refer to it as the companies User manual with Our notes.

    1 vote
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  13. 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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  14. 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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  15. 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.

    15 votes
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    1 comment  ·  Other  ·  Admin →
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  16. 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.

    7 votes
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  17. 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.

    4 votes
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  18. Speak notifications

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

    4 votes
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  19. 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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  20. 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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