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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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164 results found

  1. Allow status or category to be automated based off of next activity

    This would be specifically helpful for scheduling.

    If you want to make sure all of your prospects are being followed up on and would like to categorize those you are actively pursuing separately from those you are not actively pursuing, it would be very helpful to have an automation feature which selects status or category based on whether or not a contact has an activity scheduled.

    6 votes
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    0 comments  ·  Automations  ·  Admin →
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  2. Changes to UDFs push notifications to a user

    I would like to see a feature that would allow a user to be notified when certain UDF fields are added or updated.

    1 vote
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    0 comments  ·  Automations  ·  Admin →
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  3. Default email to compliance team when a client note is created (compliance issue)

    A default email is sent to the Compliance Team each time a Client Note is created for compliance purposes.

    1 vote
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    0 comments  ·  Automations  ·  Admin →
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  4. Automation upon lead created

    For web to lead creation, we would love to see an automation triggered upon lead creation. This would maybe allow us to automatically respond via email, or at least provide a timely, "hello" to those who find us on the web.

    3 votes
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    0 comments  ·  Automations  ·  Admin →
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