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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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2 results found

  1. View full contact name in mobile app

    I would like to be able to view the entire contact record when using the mobile app. Many of our contacts go by their middle name or a nickname and we need to be able to see all the information in the app, not just first and last name.

    18 votes
    2 comments  ·  Mobile App  ·  Admin →
    How important is this to you?

  2. Add the option to have alerts / push notifications sent directly to the device

    calendars
    reminders
    add note
    team notify

    414 votes
    26 comments  ·  Mobile App  ·  Admin →
    How important is this to you?
  • Don't see your idea?

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