Kevin Kroskey
My feedback
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650 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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78 votes
We've been using Redtail for nearly 10 years. Email is the biggest area for improvement. We use email so much to communicate with clients and daily find ourselves copying/pasting pertinent content from emails as a note or activity. This probably adds 10-15 minutes daily per staff person multiplied by 5 staff and ~225 work days a year and this causes significant inefficiencies. This equates to about 200 hours of inefficiencies across the 5 person staff at $30/hr average, that's nearly $6K / year. When we're at 10 staff that $12K / year.
At minimum and like Junxure there should be an integration with Outlook giving us the option to save the email as a note or start an activity. Not only does this avoid the copying/pasting, but it also allows the email to be viewed in sequential order with other notes/activities AND NOT completely separate from them when archived.
Not every email needs to be saved as a note. But many do. Having the option is sorely needed. If easier and to save all emails in the notes/activity history would be better than none.
I'm a happy Redtail user but, if this email revamp isn't done, the switching costs to another CRM are soon going to be insignifcant compared to the inefficiencies this causes my staff on a daily basis.