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.
79 results found
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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 -
LPL uses OnceHub
LPL uses OnceHub for linked calendar booking. It would be nice to have it integrated to RedTail. OnceHub only has Salesforce and InfusionSoft currently.
14 votes -
precise
It would be very helpful if the integration with Precisefp also mapped the Know Your Client fields. This would allow us to send a digital Know Your Client form via Precisefp where the client could update or confirm the information.
2 votes -
Provide an option to REMOVE THE AUM from dashboard
I LOVE the AUM on the dashboard. It was great to see it grow over time. However, now I've switched BDs to Commonwealth and no longer have access to Albridge data. My feed will no longer update. For all the reasons it is cool to see your AUM it very much sucks to see a goose egg at every log on. Seriously, this could eventually be a deal breaker for us, Redtail.
4 votes -
Phone call Relaying/Forwarding integration
Something I LOVED on a previous CRM was the ability to click the phone number, and it would call your phone, you answered, and it would call that client for you through the phone system (it didn't matter what phone system you used, so individual app integration didn't matter, it just called your phone number to make the call for you). So much easier and faster than dialing the number, and creating a new event/note that I made a call to that person that day. It automatically logged that call and I could add notes.
15 votes -
default accounts tab with orion
When clicking on the account tab with the Orion integration can it be that we choose which account view we want - Orion or Redtail?
20 votes -
My Rep Chat Note Categories
Currently MyRepChat integration notes import with no category, making it impossible to pull any kind of report on these from the client level. The integration should either autofill the category to the default Redtail note category, or include a feature allowing the user to select a note category for MyRepChat integration.
11 votes -
Ring central
It would be great to have an integration so that when my Ringcentral line rings with a client's number (it would have to be the one in Redtail obviously) their account information would pop up, rather than having to search for them.
22 votes -
Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.
Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.
26 votes -
FMG Suite (Segregate FMG Email Sent Notifications)
Please Segregate FMG Email Sent Notification into its own Sidebar category, possibly under "Marketing" just like you Segregated out Redtail Speak Messages. Notes is getting too cluttered with all notifications.
17 votes -
rightcapital
Is it possible to integrate with RightCapital?
16 votes -
RightCapital
I'd really like to see a RightCapital integration. Thanks!
16 votes -
Integrating Clientworks Calendar with Redtail Calendar
Integrate CW calendar with Redtail calendar.
For those of us using Meeting Manager having the Clientworks Calendar integrated with Redtail Calendar would be helpful with carrying over appointments.6 votes -
Integration with Empower
Would like to have an integration with Empower
7 votes -
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 -
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.
9 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.
30 votes
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