Increase contact limit for CRM integrations | Voters

Increase contact limit for CRM integrations

Valerie Carboni

Right now, the limit is 30,000 contacts, but many advisors have more than this amount in their CRM. Would love a way to increase limits, even if it's a paid feature.

December 20, 2023

Amirah Mahmood

Merged in a post:

Have the ability to add more than 30k contacts.

Carrie Shreeve

Our Redtail has over 30k contacts and we wanted to use FMG's Marketing. However, with the limitations of the 30k contacts, we are unable to do so. It would be nice to have at least the option to add more than 30k contacts with the integration with Redtail so we could utilize the marketing capabilities.

February 17, 2026

Lucas Jans, VP of Product

Merged in a post:

30,000 record contact limit

Madelyn Blum

We have far over 30,000 contacts to market to, and yet FMG is not accomodating of this. What is the solution?

May 31, 2024

Lucas Jans, VP of Product

There are two kinds of contact limits with FMG. There's the limit of contacts in your agreement with us, and that varies by customer. And there's a 30,000 contact limit with most of our CRM integrations. The latter limit is out of our hands and depends on the capabilities of our API partner.

Lucas Jans, VP of Product

If you are running into the CRM contact limit then switching to a CSV upload may be the answer for you.

Madelyn Blum

I agree - is there no way to increase this? That's absolutely ridiculous.