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. GoToWebinar to sync to Redtail Seminars

    Enable GoToWebinar integration so that when people register for a webinar, it will auto add them to a linked seminar in Redtail. This is should happen without the need of Zapier, which would require us to pay for an extra service that other CRM's have figured out how to offer already.

    11 votes
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  2. yCharts Integration

    With yCharts growing as quickly as it has been as an alternative to Morningstar Workstation, it would be nice to have it integrated with Redtail so that we can quickly run reports/analysis on client portfolios and/or research different investments in one place.

    12 votes
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  3. COVID-19 - Virtual Scheduling

    Now more than ever, we need an integration for clients & prospects to schedule appointments with software like Calendly. Are there other apps that people are using? What does everyone recommend? We need something user friendly for clients to be integrated with Redtail

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

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  4. Make the precisefp integration a single on

    like you do eMoney and MGP. That way we can launch precisefp within redtail.

    7 votes
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  5. Intulse Integration - Custom category for auto-logged calls

    Calling all Intulse integration users! Please VOTE!

    If Redtail/Intulse could work together to implement a custom category type for the auto-logged notes that appear in the CRM after a call, the Contacts by No Contact report would produce a much more streamlined report to aid in practice management and tracking touch points.

    If the note that is automatically produced after a call is made or received through Intulse was coded as "Phone call" or "Intulse call," then the Contacts by No Contact report could be filtered to appointments and Intulse calls. This small change would have a huge impact on…

    12 votes
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  6. GoToMeeting to sync with Redtail. Not through Zapier

    When I create a Redtail Activity, I would like the option to add conferencing via GoToMeeting so it creates a link to then share with guests.

    13 votes
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  7. 52 votes
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  8. DST Vision Integration

    I know and saw someone suggested this in the past, but you guys really should do an integration with DST Vision.

    98 votes
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  9. Zoom Phone Integration

    It would be nice to have Zoom Phone integrate with Redtail. Examples might include click-to-call from the contact page, updating contact record when a call is made or received, etc...

    35 votes
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  10. Orion Integration - Reporting

    Ability to export list of clients that are or are not synced to an Orion household.

    7 votes
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  11. Add additional information that can be sent to LaserApp

    need the ability to put in the client's employment status (Retired, Employed, etc.) and be able to pull that over to paperwork in LaserApp

    9 votes
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  12. laser app

    Need the ability for a workflow to be attached automatically when we add the Last Review Date. This makes sure all follow up has been completed.

    7 votes
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  13. Please create a feature where if an Email is sent from FMG suite it updates that note to the redtail contact

    Please create a feature where if an Email is sent from FMG suite it updates that note to the redtail contact

    12 votes
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  14. Better integration with note-taking apps

    I need a way for handwritten notes in either OneNote or Evernote to integrate to RT. Evernote only synches typed notes and RT will not import handwritten notes which are saves as PNG files. This makes this entire integrates useless since we, and many others now, take notes on a tables w/ stylus. OneNote doesn't have any integration, but would need the same fx. Either will do.

    20 votes
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  15. Intergrate the Redtail CRM to work with Mitel phone systems.

    We are switching our phone system to Mitel and as they are one of the big VOIP phone systems we are disappointed to see that Redtail does not integrate with them.

    6 votes
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  16. Tamarac Reporting Integration

    Integrate with Tamarac Reporting

    22 votes
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  17. Sync account beneficiary information from Redtail to Emoney

    Creating the ability for ALL account details in Redtail to sync with the contact in eMoney and vice versa. The synching integration really is mute point fi you are still having to go into each system for data entry.

    12 votes
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  18. 4 votes
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  19. Allow integration to Microsoft SharePoint shared folders

    Currently all of our contact's documentation is stored on Microsoft SharePoint. It would be ideal if we could link to the shared folder as opposed to having to upload all documents and have documentation in two places.

    15 votes
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  20. Addepar integration

    Have an integration with Addepar portfolio management system

    15 votes
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