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. dymo

    Please have an integration for DYMO Label Printer. I don't know if this will ever happen but it would be great if we could print single addresses from a Dymo Label printer.

    Or at the very least make a button I press that will show a contact label that I can copy and paste into the Dymo label writer software.

    PLEASE PLEASE PLEASE make this happen! Thank you!

    55 votes
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    12 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Account feed integration with Nationwide

    We have many clients with accounts at Nationwide that do not feed into Red Tail. It would be helpful if Nationwide was an option on the integration list.

    15 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  3. FMG Suite integration

    In syncing contacts to FMGSuite, we need to see Quicklist Tags. Not just Tag Groups. Since Tag Groups are static, they are of limited usefulness for the purpose of identifying categories to send emails to. Since Quicklists are dynamic, I can count on the correct client records being in given Quicklists.

    18 votes
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  4. Drivers license info feed into Laser App

    Drivers license info feed into Laser App as well in contact data

    12 votes
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  5. Citrix Sharefile File Explorer Link

    You have a citrix integration, this is kind of useless as it requires the downloading and uploading of files to use them. Please integrate a button that would "open the windows file explorer location" of the files (assuming citrix files or sharefile sync are installed on the local machine)

    Ive tried to figure out how to put the direct folder location as a website link in the client contact card but am unable to make it work.

    15 votes
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  6. eMoney Observations and Next Steps in Redtail

    It would be great to be able to see the Observations and Next Steps section for the eMoney software in our redtail platform. We use the Observations section for our high-level finanacial planning recommendations. Further, we use the Next Steps to list action items for both the client and advisor to complete. It would be great to see these two sections on the client card, especially right before our advisors make a call to the client in order to be abreast of their planning status.

    15 votes
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  7. scheduling

    Currently we create a Schedule Meeting Task for our current client/contact list that reminds our front office on a quarterly, semi annually, or annually basis to reach out to the client and schedule an appointment for a portfolio review. I was trying to eliminate the amount of time the staff spends on the phone and going back and forth with lients to schedule appoints so I thought I could integrate a scheduling app.

    However, There is no way to link a retail contact to the scheduling tool (i.e. Calendy) so If we utilized that system the office staff would still…

    42 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Redcapture Fields

    The information fields in Redcapture are set and custom fields are limited. Limits the usefulness of the data capture.

    I think it would be a great improvement to include all contact fields in Redcapture to really allow a contact, especially a prospect, to fill out their own profile. Also, it would be of great benefit to allow UDFs to be included so we can capture information necessary for planning.

    9 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Integrate with Fillable PDF's

    Is there a way we can add an inegration for fillable PDF's the same way we are able to send client contact information over to Laserapp?

    27 votes
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  10. myrepchat

    when the myrepchat feeds come over into notes, can it automatically list the category be updated to say either myrepchat or email sms message or some kind of designated category

    14 votes
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  11. BombBomb

    Please integrate with BombBomb so that we can send videos via email to our clients.

    15 votes
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  12. I would like to be able to choose a note category using mobile assistant

    I would like to be able to choose a note category using mobile assistant

    6 votes
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  13. Delete dictation after added to note or activity

    Our office is trying the mobile assistant application. When notes are uploaded to redtail, you have the option to save them but they stay on your homepage until you delete them. It would be great if they disappeared once the note was saved. Having to delete the note causes confusion if the note was saved.

    Mobile Assistant
    Copytalk

    23 votes
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    3 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Rocketbook note taking automation into documents or notes

    https://getrocketbook.com/ is a fantastic way to digitize note's quickly and efficiently.

    Currently, the only way to get these note's into our CRM is by using Evernote. Well, this is going to clutter up Evernote quickly, but it is worth the convenience or storing those notes easily.

    A better way would be to add notes automatically through Rocketbook's API. Perhaps after the upload, we could tag clients or create action items??

    Another option would be to give each CRM an email to receive note's with, and have the tagging options available from there.

    Regardless of how you brilliantly do it, this…

    9 votes
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    4 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  15. 8x8

    My IT professional recommends VOIP partner, 8x8. I'd ask you to look into partnering with them for integrations. Apparently they are the most common and robust in the industry (according to their experience). We recently vetted the current 2 integrations - Jive and Intulse. Jive no longer has any kind of trial period, and Intulse is quite small and a bit of a risk for a major component of a big firm's operations.

    70 votes
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    6 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Scheduling & Confirmations

    A native self-calendaring option like Calendly or ScheduleOnce that has direct access to your calendar and a confirmation system like AppointmentReminder that automatically sends out an appointment confirmation via email and/or sms.

    133 votes
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    3 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Indicate note was added from dashboard

    I would like for the ability to have dictated messages (mobil assistant / copytalk) show up in the client note section AND at the bottom of the today page so I know the file was inputted without having to manually check it. Maybe have a notation next to it that says filed.

    14 votes
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  18. Active Campaign

    We would like to see a collaboration with an automated marking solution, like Active Campaign, that is updated with our Redtail contacts. We currently have to update our RT contacts and our automated marketing contact lists independently which is redundant.

    25 votes
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  19. Interactive Brokers

    Would it be possible to add an Interactive Brokers integration? Something to automatically pull information from Interactive Brokers onto Redtail CRM?

    33 votes
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    3 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Retirement Plan Advisory Group™ (RPAG™) Integration

    RPAG offers a retirement practice management solution. Because retirement plans are a significant component to some advisor practices, the integration between Redtail and RPAG would be a significant administrative time saver on setup (RT to RPAG for new clients) and ongoing management. I encourage RT to review RPAG solution for potential integration.

    15 votes
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