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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.
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.

How can we improve Redtail Technology's CRM?

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2 results found

  1. integrate RedTail CRM Calendar with Redtail hosted email

    Our office uses both RedTail CRM and RedTail Hosted Email. Within the Email side, which uses an Outlook based platform, I am able to add calendar events and send / receive appointment invites. However, this calendar doesn't integrate with the CRM side calendar. This seems like an obvious feature to integrate. If an event is created on the CRM side, it should populate the email side calendar and vice versa. As such we could send / receive invites and have all calendars synced.

    21 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  2. Albridge Feed Missing Company Name and Registration Type

    The data feed into Redtail from Albridge does not map the company name that the account is associated with. Additionally, the registration type is not mapped. We have over 45,000 accounts in our Redtail database and adding this information on a per account basis is unrealistic.

    184 votes
    19 comments  ·  Integrations  ·  Admin →
    How important is this to you?
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