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. Report Automation

    I feel it would be a great idea to be able to create an automation that will generate weekly reports for workflows and workflow tasks. This will help with weekly organization.

    9 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  2. Automation condition based on "activity Template"

    If I am using a specific activity template like a "discovery Meeting Template" or an "annual Review Meeting template" I feel like we should be able to automate the corresponding workflow template for that activity template as well.

    Selecting the workflow in the "do this action" tab already exists. It is the "Activity Template" that is missing from the "if conditions true" tab.

    24 votes
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    3 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  3. We are moving from Intulse to Brytecall and would like to have the click to call feature with Redtail using Brytecall

    Please add Brytecall to the list of VOIP providers that works with Redtail integrations. Thank you!

    1 vote
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  4. zapier

    Need a way to directly intergrate Redtail with other applications. Zapier needs to be built out so that when we update a contact from lead -> client of vice versa it can update other applications. For example, if I put a tag into someone in Redtail, I would like the tag to be able to "zap" to my email list (currently using ActiveCampaign). Would love it if it also copied the email sent from AC to Redtail. We need more flexibility like salesforce has.

    4 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  5. Automations

    We would like to suggest adding an automation where upon completion of a specific workflow, it will launch a specific Activity Template for that individual client.

    28 votes
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    2 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  6. Automatic Activity after Opportunity Stage is complete - "Closed Won"

    I want the ability to create an automation when and Opportunity stage is moved to "Closed Won" that is could automatically create a new activity.

    This would be helpful for updating CRM account information, planning software, etc. And as a benefit, it would then also potentially trigger a workflow as well.

    10 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  7. More choices when it comes to creating automation templates

    I need to be able to trigger a workflow based on activity type but also a specific attendee

    7 votes
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    1 comment  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
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    1 vote
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  9. When one activity is added it can trigger another activity to be created

    Example: I have a Sell Funds activity for my FA and the next day I need to Follow Up with a Sell Funds Activity for my SA. When I create the first activity I would like the second activity to be created at the same time. So, one activity would tell the automation to make a second activity. BTW - I have them on Activity Templates right now. Just waiting on the Automation to catch up!

    12 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  10. Redtail Support Chat

    It would be nice having the option to have an instant message support chat with Redtail support. It would be really convenient to have the option for quick questions to be answered rather than having to wait and talk through email.

    21 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  11. Automation functionality with UDF status changes

    Allow for Automations to trigger a status change in a UDF.

    18 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  12. "Contact Created By", added as automation condition

    When an advisor creates a new contact, no matter what they fill in within the contact, the "Contact Created By" can be an automation condition/

    6 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  13. add automation to head of household record

    Allow automations to be assigned to the Head of Household record only. Example, we have a husband and wife and the husband is head of household. They decide to terminate their relationship with us and we have a Client Termination workflow that will start when the contact is changed to Former Client. Therefore, the workflow will start for each of the contacts, husband and wife. But we process 95% of our clients as a household, not as individual clients. We currently have to delete the workflow that is under the spouse record.

    10 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  14. Expand Automations to include trigger events around specific workflow or activity templates

    We need the ability to utilize automation when certain workflow or activity templates are added or completed. Example, when a workflow for new client on-boarding is completed- assign the "schedule financial planning implementation meeting" activity template. Or when a "client trade" activity template is completed, set off the "client money movement" workflow.

    1 vote
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  15. Automation Added based on Trigger Activity Added - More Conditions Needed

    Please add more conditions when selecting Trigger Event Activity Added such as:
    Created by equal to User X
    Created by equal to Team Y
    Activity Template equal to Template ABC

    16 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  16. Please provide unlimited trigger options

    In order to make systems more automated and instead of having to manually create a bulk action to send a broadcast email, I would like to have some emails automatically sent when an Activity Category is changed within a workflow.

    Because Redtail Automations are frustratingly limited and only provide an option to email user, email team, link workflow or set field, there should be a way within Redtail to have a review confirmation email, no reply email or thank you email to automatically send when changing the activity category or if there is another trigger and action that would get…

    13 votes
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    1 comment  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  17. trigger events

    The ability to have a trigger event on an activity date. For example I am adding an activity today for something that will happen a year from now. So a year later once its the day of the activity, being able to have a workflow automatically linked would be very helpful.

    12 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  18. Include client in automation emails

    It would be very helpful to include the linked contact in the email received for automation templates.

    6 votes
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    1 comment  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  19. Integrate with a VOIP Phone provider

    A required technology for any CRM

    6 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  20. Opportunity Automation - Link Existing Workflow

    It would be great to have automation options for Opportunities.

    i.e. when Opp created, Link Existing workflows to it.

    Or.. When Workflow complete, change sales stage of Opp

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