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. Important Client Information on contact card or contact details (main page)

    Important Client Information on contact card or contact details (main page)
    Please add:
    - household income
    - Estimated yearly savings rate
    - Desired retirement year
    - Desired gross retirement income
    - household social security income at FRA
    - household social security income with claiming strategy

    Use AI to develop peer group comparisons for all RedTail users.

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Redtail mobile app update

    On Redtail mobile app ability to give user option to have a default of all select users so you do not have to select all every time login

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  3. In Reminders Can you Please Add "Client Since" as a reminder option just like birthdays. This is a fast way to keep tabs on clients.

    PLease add "client since" as an option in reminders so you can see daily any reviews upcoming....just like the birthday reminder that you can view daily to see upcoming birthdays....this seems to be an easy add since you already have several categoreis...

    1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Completing an Activity with Multiple Users

    We like to assign office activities to multiple users (for example: submitting an idea for a charity we are apart of) but its challenging that we can't individually mark our personal completion of the activity as complete (I submitted my idea for the charity but other users have not). I wish the activity would not officially complete until all user's marked their share as complete. But if an individual user marked their share as complete, it still appears as complete on their calendar .

    19 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Asset-Map

    Create a bi directional connection with asset-map that allows accounts to flow through. Accounts updated in assetmap will show in redtail for notes and vice versa

    12 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  6. New Button "Create & Complete"

    For those of us who need to track the activity, not in notes.
    A create and complete button would send the activity to Levitate too, so our "keep in touch" info is up to date. Notes doesn't do the trick there.

    1 vote
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  7. provide a bulk delete option for contacts notes

    provide ability to bulk delete selected client notes. Over time we enter misc notes that are useful (called client left message to call back .. sent email ...etc) for a short period of time but after a few weeks or months they are no longer useful and clutter up the primary notes we want to keep for history. It would be good if one could scroll through and simply check notes for a bulk delete rather than doing each one individually.

    4 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Primary Telephone Number with Laser App

    We use Laser App on a daily basis. Can something be done so that the "Mobile" number on a contact record will flood in a PRIMARY PHONE NUMBER? It only pulls in a "Home" ph number, & most do not even have home phones anymore. We ALWAYS have to manually input the mobile phone number as the "main ph #" for clients ppwk.

    3 votes
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  9. Short note in summary on workflow listing

    We are trying to implement workflows in our practice. I like them except for the note process. I wish there was a way to put a short note in the workflow view that give a little more detail as to what is currently the hold up on the workflow item.

    For instance, if the next step is obtain client signature, I wish there was a way to put a note as to when the last contact with the client was and what the hold up is. It would be nice to see this on the page with all of the…

    12 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Contact Headers

    It would be nice to be able to Add your own Header on the Contact Pages, ex: A+ Clients, A Clients, B Clients, Etc...
    Rather than only being able to use - Favorites, Contacts A-Z, Advanced Search, Lists and Recycle Bin.
    We would like to be able to change these.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Review Reminder Date Rollover

    Have the Client Review Reminder - The First Review Date Set Up To Automatically Roll With The Next Review Date For People Using Quicklists. Right Now, We Are Manually Moving The First Review Date So That Our QuickLists/Broadcast Emails Will Synch Together. This IS VERY Inefficient.

    1 vote
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Allow Notes to be in the Advanced Search

    Allow Notes to be in the Advanced Search. Notes can have custom categories so why not include them in the Advanced Search?

    12 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Automatically Extending Workflow Dates Due to Outcome Selection

    Allowing a workflow to change all dates (target and completion date) due to an outcome. For example, created a workflow with an outcome of following up in 7 days in the 1st step. If that outcome were selected, I would like to automatically extend all dates within this workflow by 7 days, including the target and completion date.

    8 votes
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  14. push notifications for birthdays

    I would just like to have the mobile app send a push notification to the device at a designated time prior to a client's/contact's birthday.

    1 vote
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  15. Integration with Ascensus

    I would like to have an integration with Ascensus

    1 vote
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  16. Integration with Empower

    Would like to have an integration with Empower

    4 votes
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  17. Integration with July (record keeper)

    Requesting an integration with July

    1 vote
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  18. Workflow automation

    When you schedule a review meeting and it triggers an automated workflow, we should be able to designate a due date on the template that is x number of days prior to the scheduled meeting.

    4 votes
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  19. Create Dynamic Review Reminder Functionality

    Allow a note (or activity) to be marked as a "Review". The system should then automatically calculate the number of days since the last "Review" and remind the Advisor to schedule when a certain day threshold is met (90/180/365). If a Review occurs off cycle, the system will automatically adjust the reminder to occur at the day threshold indicated.

    4 votes
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  20. It would be nice if we could notate whether or not an address is an owned property of the client.

    It would be nice if we could somehow mark an address for a client as being owned by them or if the client is just renting at that address.

    3 votes
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