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!
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99 results found
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Auto-populating contact cards with specific UDF's, keywords, and tags
We have a good number of UDF's, keywords, and tags that we assign to every new contact card. It would be very helpful if we could auto-populate new contact cards with these item, as in a template.
1 vote -
Advanced Segmentation & Automation by Event Engagement Status
It would be extremely helpful if Redtail CRM could offer more advanced segmentation and automation based on client engagement status for events and campaigns.
For example, when hosting a seminar or webinar, we typically send multiple communications: invitation, reminder, confirmation, follow-up, and thank-you emails. Currently, it can be challenging to precisely target contacts based on their exact interaction status (Invited, Opened Email, Clicked RSVP Link, Registered, Attended, No-Show, etc.).
A valuable improvement would be:
The ability to filter contacts by detailed engagement status (e.g., “Registered but not attended” or “Invited but no response”).
Bulk actions based on those filtered segments…
1 vote -
When a workflow automation occurs, we need the option to update a UDF to change from No to Yes.
When a workflow automation occurs, we need the option to update a UDF to change from No to Yes.
1 vote -
automation
Please add the ability to have automations trigger more than one action/outcome.
Example: Have a Meeting Activity that can trigger a Workflow and also a Activity or Task.
3 votes -
automation
Please add the ability to have automations trigger more than one action/outcome.
For Example: Have a "Meeting Activity" trigger a "Workflow" and an "Activity" and/or "Task".
3 votes -
Activity template–based automations
Today, Activity Templates are static and cannot trigger follow-up actions without building a full Workflow
Request: add a new automation trigger category called “Activity Template”
Trigger would allow selection from existing Activity Templates
Conditions should adapt to activity context (linked contact, status, category, assigned user, etc.)
Add a new Action Type: “Link Activity Template” from the Activity Template library
Include time-delay logic (immediate, X days/weeks later, business days)
Example use case: if Activity Template “Client Review – Completed” is selected, then automatically assign a follow-up Activity Template to the same linked contact one week later
This would reduce workflow complexity,…
2 votes -
Expand Automation
While the automation function is a time saver, its functionality is far too limiting as we are not provided sufficient options. For instance (and this is just one example), we use (or have been trying to use) our categories to have a more refined view of client- and account-impacting notes. However, automation emails sent out via FMG (e.g., schedule a meeting, invitation to client events, newsletters, etc.) all get dumped into the same category. We'd like to be able to see, at a glance, notes that are key to client/account management, as well as who's being invited, who's being reminded,…
9 votes -
It would be helpful to have a feature that auto emailed or texted clients to remind them of upcoming appointments.
Having a feature that auto emailed or texted clients in advance of their upcoming meeting would be helpful. I was told this wasn't a current option/feature of CRM.
7 votes -
Feature Request: Trigger Automation When an Account Changes From $0 Balance to “Funded”
Please add an automation trigger that fires when an account’s balance changes from $0.00 to > $0.00 (“funded”). This would let firms automatically notify staff to contact the client to confirm/celebrate the first funding and kick off next-step tasks.
New client accounts are often created days or weeks before assets arrive (ACATs, contributions, rollovers, etc.). During this gap, all contact data and workflow scaffolding exist, but there’s no native event in Redtail Automations / Workflows that detects the moment funds hit the account. Teams currently rely on manual monitoring or ad-hoc reports, which introduces delays and inconsistency in client communication…
4 votes -
automation
I would like the automation triggers expanded to include when an activity (of a certain type, etc) is created. I want to send confirmation emails to clients upon scheduling appointments, which we track using the activity feature. However, the day the activity is scheduled for is different than the day the activity is created. I want the ability to link workflows for both triggers, as this makes confirmation and reminder emails easy.
1 vote -
automation
Echo the sentiment that more options are needed.
Specifically looking for permission add/changes.
5 votes -
Automation of workflows based on Opportunity Stages
It would be nice to have a workflow automation that is based on an Opp Stage. We are an RIA, and it would be great to have the account opening workflow automatically started when an Opportunity is, for example, in Stage 4.
1 vote -
Automating Review Reminder Emails
Introduce the ability to automate email templates based on scheduled events. Mail merge would pulls scheduled date for meeting and send an automated email that we would set up. Or go through the calendar and add a confirmation email to automatically send a few days before. Advisor can edit template email in email templates.
7 votes -
trigger event for outbound calls
Add a trigger event for "click" on phone hyperlink to initiate an outbound call, we could then automate opening a new Note in the contact file to record call details
1 vote -
Zapier Integration Update
It would be very useful to have one of the trigger events between Zapier and Redtail was "Note Added".
7 votes -
Allow for automations to create activities
Some tasks don't require or aren't very well suited for a full workflow. It would be very helpful if we could use automations to trigger the creation of an activity when client statuses or other info is changed. It could work like it does with workflows, where you would create an activity template, then when creating the automation you would set the "Action Type" field as "Link Activity from Template". You would then select the correct template from a dropdown with all the templates listed. Thanks!
23 votes -
Automation Email Alerts should show the Linked Contact
Automations are very limited. To get around this, most of our automations are set to "email user." These emails don't include the Linked Contact for the activity that triggered it. There is way too much manual work to go find the trigger activity, when it's clearly attached to a contact and that contact should appear in the email alert!
3 votes -
sidebar for workflows
Please add a sidebar for Workflows that would open when in a Task. Allow users to move from Workflow sidebar to Task w/o interruption or saving first.
13 votes -
4 votes
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A website Service Ticket Widget powered by Redtail that would create a task directly into our CRM for client service issues.
I want a widget on our website that would give clients the ability to submit simple service tickets right into our Tasks workflow on Redtail. It would save a bunch of time in entering tasks and duplicating what the client emails to us and then we go and enter for our admin support.
3 votes
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