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Robbie Kennerson

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. I would really like to have a client portal added so clients and securely upload documents or update client information

    28 votes
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    3 comments  ·  Redtail CRM » Other  ·  Admin →
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    Robbie Kennerson shared this idea  · 

  2. Invoicing

    18 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Robbie Kennerson commented  · 

    I would really like to see a invoicing capability to bill our clients

  3. Broadcast Email Logistics

    89 votes
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    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Robbie Kennerson supported this idea  · 
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    Robbie Kennerson commented  · 

    I think this is very important to have the capability to have the read request feature for emails that we send out

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