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. lpl integration with meeting manager

    LPL now has a feature through Clientworks called meeting manager. It would be helpful if the meeting notes entered into meeting manager would feed into the redtail notes. They have also introduced their own version of a CRM and it would be useful for that to integrate as well.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  2. Integration that pulls news/obituary alerts for selected RT contacts (clients mostly)

    This would work similarly to Google Alerts (but hopefully without having to enter each name individually into the alert search feature). This would enhance advisor ability to celebrate good news with clients or find out about deaths sooner than when a family member notifies (sometimes so late we can't attend the funeral). Would be nice if alerts could be sent via user email as well.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  3. Zapier - Workflow Trigger should include linked contact info

    Let's say I want to send a PreciseFP form when a workflow step/task is completed. I can't do that because the workflow data doesn't include information about the workflow's linked contact. So, right now, not a whole lot you can do with this trigger if it involves contacts in redtail.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  4. mobile assistant task assignment

    We would love to be able to use Mobile Assistant to assign a task to someone other that the user dictating the note. For example, an advisor could assign a task to a paraplanner (not just themselves) using Mobile Assistant.

    1 vote
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  5. Please setup a two-way integration with Laserfiche.

    The two-way integration with Laserfiche will allow for forms completed to populate client information, initiate workflows and tasks. Let's get this done. Thank you.

    3 votes
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  6. Altruist integration with account opening and importing daily account values

    Altruist has been a great new custodian for RIA advisors. Great to have Redtail/Altruist integration similar to other custodians both with daily account information and possible data sync with clients for new account opening.

    3 votes
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  7. Emoney Redtail integration needs to be expanded

    The Redtail integration to EMoney is a disgrace. We should be able to do more than just dump basic client info from Redtainl into EMoney. We shoulds have the ability to pull account information from EMoney's aggregation functionality. Additionally, reports should be able to be sent into client's note folders.

    3 votes
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  8. myrepchat

    Can you segregate text messages from notes into its own category.
    so instead searching for text messages in notes.. I would Access the text messages under a text messages category heading on the side bar.

    2 votes
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  9. Integrate with Heliosplans.com

    I'd love to see an integration with Heliosplans.com that allows for all the data and documents to be auto synced and stored in Redtail

    6 votes
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  10. Document Upload

    When uploading to Redtail, make it where you can have the option to link to an account & choose a category prior to it getting imported into documents. Eliminating the process that requires you to have to go in after upload to connect to a category then to an account. Would be really nice to get it all done in one move rather than in several steps. A major oversight in my opinion of ease and convenience that we would greatly appreciate.

    6 votes
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  11. add "all in one" funnel marketing

    I have used "all in one funnel marketing" from companies like Clickfunnels and Kartra. They allow you to set up automated ad campaigns that can include automated email and webinars and scheduling.

    Because Redtail has many of the capabilities already in their CRM, I recommend you add the final integrations and capabilities to allow an "all in one" marketing system.

    This would be a huge benefit to your members as well as a huge additional revenue stream for Redtail.

    4 votes
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  12. mobile assistant link to multiple contacts

    Is Mobile Assistant unable to link the notes dictated to multiple contacts? When speaking to a husband/wife I note both in the dictation but it only shows up on one record and I am having to copy it to the additional record. Waste of time!

    6 votes
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  13. ScheduleOnce integration with Redtail Calendar

    Full integration with ScheduleOnce.

    10 votes
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  14. Slack App Integration

    Please add slack app integrations.

    8 votes
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  15. zapier

    Expand Zapier fields and actions.

    Expand Zapier to contacts Updated, Tasks created or updated, and calendar events created or updated. This would quickly expand the capability of RedTail.

    27 votes
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  16. Why not use both Copytalk Legacy and Copytalk Forms integration

    Please keep the legacy integration, we use it a lot.

    While talking with Copytalk, they mentioned that the legacy integration, where the notes show up on the home page is likely going to be removed by Redtail at some point. This is super helpful for our office because it allows us to go in and edit the notes before we save it to a client's profile.

    The new integration, Copytalk forms, is convenient because it uploads directly to the client's profile, but it does not allow for us to edit once its saved as a note. It would be nice…

    9 votes
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    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  17. Integrate with Intermedia Cloud Communications

    Intermedia has VOIP services as well as cloud backup and storage. They are the phone provider recommended/discounted with a Costco membership.

    9 votes
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  18. Integrate with Docuxplorer

    I think it would be beneficial to many if you could integrate with Docuxplorer just like PSIGEN and Docupace.

    1 vote
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  19. Improvements to Copytalk Integration

    There are a few issues with the Copytalk integration that should be relatively simple fixes:

    1. Some of the notes come into Redtail without the proper formatting (such as when using "new paragraph"), but they are properly formatted in the emailed version Copytalk sends out.

    2. Rather than having the dictations show up as a Task when they come into Redtail, they should be categorized as a Note and automatically marked as Completed if it was successfully linked to a Contact. HOWEVER, if the integration wasn't able to assign it to a Contact (due to dictation formatting or otherwise), it should show…

    9 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  20. In Albridge, add a hyperlink to RUN REPORT that will allow us to modify reports and see them before we go to a pdf file.

    All of the current links go to A REPORT. It doesn't allow the Rep to determine what report we want. It limits the functionality of the Albridge software.

    1 vote
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