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.
75 results found
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Ooma Integration
Can we get an integration with VOIP provider Ooma, same as we have with Ring Central and other VOIP providers. It would be nice to be able to see the caller ID from our contacts in Redtail on our phones, and it would be nice to see them come up when the ring in.
3 votes -
google forms or Microsoft Forms
Why is there no integrations with this? I would send this to the client to fill out, as far as "intake," and i would take the responses, and integrate them into RedTail CRm in the account, or contact, afterwhich they would integrate with Docupace.
4 votes -
Contact & Activity data privacy chances during Retreiver Sync
When performing the initial sync of an advisor's Redtail to a Google Calendar we created just for them, we discovered that there is no option to keep linked contact information or activity details private, allowing anyone with the access to see private information. Our concern is that if Google Calendar is hacked, it opens a large back door to our Redtail/client data because of the info synced. When you choose 'Sync Contacts' and/or 'Sync Activities,' all data and information is synced to Google Calendar and made available to anyone with calendar access or who has been invited to a specific…
1 vote -
smartwaiver
We use SmartWaiver for our Engagement Letters, Risk Tolerance, etc. It would be great if the email used for the SmartWaiver could auto-pull into Redtail.
https://api.smartwaiver.com/docs/v4/3 votes -
Account Feeds, Integrations, & Reporting
We have 401(k) participant accounts come through our data feed as unlinked because we don't have the contact and SS # in the system. It would be nice to be able to determine which employer plan (company) the participant/account is from (not just which 401k website).
If not, then the ability to run reports based on Account Feed Details -> Account Title. Many accounts will start with "CB&T TTEE SIMPLE IRA PLUS," so we know it's from American Funds, but there is no easy way to determine which employer plan the account is under.
1 vote -
Insurance company integration
The ability to integrate with insurance companies to auto-import dates of expiration, term remaining, face values, cash/surrender value, etc
4 votes -
VONAGE VOIP INTEGRATION REQUEST
May we request an INTEGRATION with VONAGE VOIP. I am part a group of Several Agencies that subscribe to REDTAIL CRM and VONAGE VOIP services. May you please Explore Integration Options?
4 votes -
ben@rfgweb.com
Orion Connect and Redtail Data both need to flow to the Orion Planning Application. Right now either one source or the other can create a new plan in Orion Planning, and when it does, either Orion Connect managed accounts won't link to the plan if it is Redtail originated. or if you originate the plan from the Orion Connect feed, the household data OTHER than the primary household member doesn't flow over.
3 votes -
Ramsey Pro Portal Integration for SmartVestor Pros
I was wondering if there is any way that someone at Redtail could look into starting an integration with the Ramsey Pro Portal? When a person applies for a nearby SmartVestor on the Ramsey Solutions website, they input their name, email, phone number, city, state, and zip code. On the SmartVestor's (our) end, that information immediately populates to the Ramsey Pro Portal website from which that data can be exported to a .csv file. Instead of manually inputting each prospect or waiting for 25 prospects to apply so that we can use an import spreadsheet, we were wondering if you…
1 vote -
Ramsey Pro Portal Integration for SmartVestor Pros
I was wondering if there is any way that someone at Redtail could look into starting an integration with the Ramsey Pro Portal? When a person applies for a nearby SmartVestor on the Ramsey Solutions website, they input their name, email, phone number, city, state, and zip code. On the SmartVestor's (our) end, that information immediately populates to the Ramsey Pro Portal website from which that data can be exported to a .csv file. Instead of manually inputting each prospect or waiting for 25 prospects to apply so that we can use an import spreadsheet, we were wondering if you…
1 vote -
1 vote
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Ramsey ProPortal Integration for SmartVestor Pros
I was wondering if there is any way that someone at Redtail could look into starting an integration with the Ramsey Pro Portal? When a person applies for a nearby SmartVestor on the Ramsey Solutions website, they input their name, email, phone number, city, state, and zip code. On the SmartVestor's (our) end, that information immediately populates to the Ramsey Pro Portal website from which that data can be exported to a .csv file. Instead of manually inputting each prospect or waiting for 25 prospects to apply so that we can use an import spreadsheet, we were wondering if you…
1 vote -
Primary Financial Rep - from Redtail to AW
It would be beneficial to be able to automatically designate who the financial representative is on an account when sending to AdviceWorks. For example, I am an assistant, so would not want any contacts under my rep code by accident. When I send clients to AdviceWorks it populates my rep code in for them as default. I would like it to automatically fill in the Financial Professionals Rep code instead of mine so that no errors are made.
3 votes -
Securian Financial - Minnesota Life Insurance Applications
Please create an integration between Red Tail and Securian Financials' Minnesota Life E-Application iPipeline system so that clients basic information is auto populated. Thank you!
6 votes -
Enhancing Consistent SSO Integration Across Multiple Redtail Databases
Enhancing Consistent SSO Integration Across Multiple Redtail Databases
Background:
CPS Investment Advisors services external Co-advisor firms, culminating in our establishment of a primary home Redtail database along with 24 supplementary Redtail databases. While with Orion we have a single unified database, Redtail specifically suggested the deployment of distinct databases as the only way to partition clients. This ensures each outside co-advisor firm we service only sees their own designated clients. This proposal was grounded in the commitment that navigating between these databases would be fluid by “Switching” into our other Redtail databases in managing all clients that we service across…
3 votes -
Give us a way to auto paste to spreadsheets
Maybe link office 365 to redtail or have its own spreadsheet page. Instead of just listing info like writing on a sheet of paper, have it with text boxes that then paste onto a pre-organized spreadsheet that can be saved/linked to onedrive.
1 vote -
Orion integration - add ability to link to more than one database or choose which database to link to
Our firm has a parent database and a child database in Orion. We are unable to link our Orion child database to RT because currently it will only allow one database to be linked. In this instance we would want the child database to be linked but not the parent database. Having the ability to pick one over the other is helpful or having the ability to link more than one database would solve our current problem.
1 vote -
Disable Integrations
Admins should be able to disable integrations for users. (So users cannot connect random integrations and pull in a bunch of junk info.)
3 votes -
Holistiplan integration with Redtail
Integration with Holistiplan would be great for know your client, tax rate information, marginal taxes, income, AGI and more
18 votes -
Orion Household Linking for Spouses
Currently, a contact in RedTail links to the Orion household with matching Tax ID. This is great, except when I try to link spouses to the household. Currently, the spouse would have a separate household. This is not practical since most couples want their assets together. Please look into the additional household members Tax ID being picked up for linking households in addition to the main Tax ID - or maybe there is a way to manually select a household to link a contact to.
10 votes
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