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.
152 results found
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Add zero balance accounts from Orion Feed
It would be great to have zero balance accounts feed into Redtail. This is especially useful for Traditional IRAs that sit empty for Roth backdoor conversions.
10 votes -
Improve Schwab Advisor Center Digital Account Opening to include employment and citizenship data
As a Redtail User, I would like to have employment and citizenship data pull over in Digital Account Opening as those are required fields to populate on new accounts
3 votes -
redtail retriever synch client birthdays
Would like to have Client birthday's synch through retriever to my outlook calendar.
7 votes -
Asset-Map
Create a bi directional connection with asset-map that allows accounts to flow through. Accounts updated in assetmap will show in redtail for notes and vice versa
12 votes -
Primary Telephone Number with Laser App
We use Laser App on a daily basis. Can something be done so that the "Mobile" number on a contact record will flood in a PRIMARY PHONE NUMBER? It only pulls in a "Home" ph number, & most do not even have home phones anymore. We ALWAYS have to manually input the mobile phone number as the "main ph #" for clients ppwk.
3 votes -
Integration with Ascensus
I would like to have an integration with Ascensus
1 vote -
Integration with Empower
Would like to have an integration with Empower
7 votes -
Integration with July (record keeper)
Requesting an integration with July
1 vote -
Voxtelesys as a VOIP provider/partner
Voxtelesys as a VOIP provider/partner
1 vote -
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.
10 votes -
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.
4 votes -
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 -
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 -
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.
6 votes -
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.
24 votes -
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.
9 votes -
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.11 votes -
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 -
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.
7 votes -
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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