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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!

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How can we improve Redtail Technology's CRM?

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4 results found

  1. Delete

    The ability to delete a contact from the mobile app. Currently I do not see a feature to do so, but also the ability to select multiple to delete at the same time would be great too.

    1 vote
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    0 comments  ·  Mobile App  ·  Admin →
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  2. Create ability to sort and filter opportunities in mobile app

    6 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  3. Add workflows to Mobile App

    We need the ability to see, edit and initiate workflows within the Mobile App. Workflows are a major part of how we use Redtail.

    18 votes
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    2 comments  ·  Mobile App  ·  Admin →
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  4. Add documents to a contact record from the mobile app

    It would be helpful to be able to add a document to a contact from the mobile app. when my office meets with clients outside the office we like to take photos with our phones of our handwritten notes that we give to the clients that way we can keep track and answer any questions. Ideally we would like to be able to upload that photo directly from our phones camera-roll directly to a clients notes or document section. Just like uploading a document in the desktop version.

    13 votes
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    1 comment  ·  Mobile App  ·  Admin →
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