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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.
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156 results found

  1. eMoney Client Tasking

    I would like to use the client tasking feature of eMoney, but I am told by eMoney support that because of my Redtail integration this feature cannot be used. Apparently, Redtail takes over tasks in eMoney and Redtail does not have a category for task assigned to clients. It would be great if this issue was resolved. Please see the link below for description and video of client tasking.

    https://blog.emoneyadvisor.com/product-updates/client-tasks-and-next-steps-released/

    18 votes
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  2. 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. 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.

    18 votes
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    1 comment  ·  Integrations  ·  Admin →
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  4. Morningstar - Make Reports on Family

    It would be helpful to be able to run a Portfolio Snapshot Report for all Family Accounts instead of just for one individual.

    79 votes
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  5. 3CX

    3CX phone software integration so all incoming and outgoing phone calls are logged in Redtail automatically.

    33 votes
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  6. OneNote

    I use OneNote and would love it it integrated somehow with RedTail. I see there is an Evernote integration so I am not sure why OneNote isn't an option

    93 votes
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  7. zapier integration: add "Assignee" field to their templates.

    Zapier is an incredibly powerful tool, but it's missing a significant amount of customization. when adding a new activity/task, we need the ability to manipulate the attendees.

    12 votes
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  8. Trizic

    Please add Trizic as an integration partner

    2 votes
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    1 comment  ·  Integrations  ·  Admin →
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  9. Add Activity Category to Zapier

    One of the few fields that is missing when automating Zapier to create and activity is Category. Currently it defaults to General Information. It would be great if Category could be included on Zapier so we do not have to change them manually.

    29 votes
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  10. Vestorly

    We are using Vestorly and they said they did all they could with an integration with you guys, but needs Redtail to do some work before that integration is complete. Is this something that is likely to happen at anytime in the near future?

    4 votes
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    1 comment  ·  Integrations  ·  Admin →
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  11. next360 part of Pershing/Improvement to end user

    I want to have the ability to see the avg. cost of each equity along with the original purchase date if there are multiple purchase dates I will need to see each purchase date. In order to be tax efficient with clients this information is essential.

    10 votes
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  12. Microsoft Teams - Add connecter

    Can you add Microsoft Teams as a connector so we can attach client to any team conversation that we are having and post materials directly.

    72 votes
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  13. Zapier needs to filter trigger by activity type

    The Zapier integration is fantastic! The one thing that would be really helpful is the ability to include the "activity type" in the trigger fields. This allows us to create an outgoing calendar sync from Redtail to other tools.

    21 votes
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  14. Keep enhancing the Zapier integration

    Please add triggers like changes to a contact record and actions such as Create a Note. More fields need to pass through, like head of household. This integration could solve so many issues if it was expanded properly. Please keep at it!

    74 votes
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  15. Quickbooks

    This would allow for advisors to be more efficient because there would not be a double entry of client data. Currently, as it stands, to send an invoice to a client out of quickbooks, one has to put in client info such as name and address. This has already been imputed into redtail so the double work entry would be eliminated.

    41 votes
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  16. Integrate with Asana project management tool.

    Asana is a very useful project management tool, it would be great to be able to integrate to a contact on RedTail.

    50 votes
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    1 comment  ·  Integrations  ·  Admin →
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  17. Cognito Forms

    Would love to be able to push my Cognito Forms client confidential questionnaire data into Redtail CRM.

    66 votes
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  18. Integrate With TRELLO

    Can you integrate with TRELLO in some way?? There is a FREE version and a BUSINESS version. This would COMPLETELY REVOLUTIONIZE task management, office management, workflows... TRELLO is colorful, highly functional, super easy to use, and totally customizable.

    58 votes
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  19. LinkedIn - Contact Import

    Be able to choose contacts and their information imported from LinkedIn or other sites to the CRM without having to manually enter in people information.

    For example. I'd be able to click the names of people I'm connected with in LinkedIn to be able to be uploaded to the CRM as potential leads for me to contact

    27 votes
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    1 comment  ·  Integrations  ·  Admin →
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  20. Laserapp - Memberships

    all memberships should transfer to laser app, not just children, they could be ex spouse or other family members that are benes. the way it is now i have to input the info in membership with redtail & imput the same in laser app when all person attached to a contact should beable to be picked & added not just children

    460 votes
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