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Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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61 results found

  1. Age Based Triggers

    I would really love to see the option for triggers based on age/birthdates. As advisors, many important financial events have age based triggers: RMDs, full retirement age, age 59 1/2, etc. To have a workflow or checklist automatically assigned when a client reaches specific milestones would be hugely helpful.

    842 votes
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    25 comments  ·  Automations  ·  Admin →
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  2. Automation templates & recurring workflows

    Please add the ability to automate templates based on time periods/dates. Right now, templates can automatically be applied based on certain actions (i.e. adding new clients). It would be a tremendous help to have the ability to set templates to automatically run every quarter (or other time frame). For example, I run a client invoicing template every quarter and the process can be automated by applying this template automatically each quarter.

    529 votes
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    16 comments  ·  Automations  ·  Admin →
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  3. Outcome of one workflow feed into another workflow

    It would be nice if we could make outcome of one workflow step feed into another workflow.

    494 votes
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    21 comments  ·  Automations  ·  Admin →
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  4. Workflow automation to create Activities

    The ability for the Workflow steps to automatically create Activities that can be assigned to specific users/teams. Also, the next step in the Workflow would not start until all of the assigned activities in the previous step are completed.

    The way that we see Workflows is that they are the "big picture" step-by-step guide & the individual Activities ("Tasks") are the place for the instructions & notes of that particular step.

    This would also alleviate the head ache of having to check your Activities list & your Workflows each day & in the past.

    316 votes
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    8 comments  ·  Automations  ·  Admin →
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  5. Workflow Complete Triggers Additional Workflow

    Completion of one workflow should be able to be a trigger event to another workflow. This would allow an automated bridge to connect related workflows.

    271 votes
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    6 comments  ·  Automations  ·  Admin →
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  6. Activity Completed Trigger

    Please add "activity completed" as a trigger for automation templates.

    268 votes
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    10 comments  ·  Automations  ·  Admin →
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  7. Custom Trigger Events

    To expand on a few of the other suggestions, it would be helpful to have more Trigger Event options in the Automation function. The ability to customize the Trigger Events would be really helpful as well.

    200 votes
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    18 comments  ·  Automations  ·  Admin →
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  8. Add a 'Contact Category Change' Trigger Event for Automations

    Just like the title states, adding a trigger event for Category changes would be incredible. Additionally, in the long run, being able to have unique trigger events, that are inputed by the user.

    194 votes
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    19 comments  ·  Automations  ·  Admin →
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  9. Expand Automation Options

    Automation is great! I love the idea, but it needs to be expanded. In our office, we have multiple staff and advisers. Many of the staff do the same functions for different advisers. To keep from making some lists too large, it would be great to expand the ability that automation currently offers.

    Increase options for trigger events. Example: Client Review Date. It would be great to be able to automate a workflow based on the clients review date(s). This would create less work and tracking of the staff and advisers and make sure that clients are reviewed as often…

    148 votes
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    7 comments  ·  Automations  ·  Admin →
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  10. Add automation actions

    For example:
    1) Create task
    2) Add keyword
    3) Assign to tag group

    134 votes
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    4 comments  ·  Automations  ·  Admin →
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  11. Workflow generated with each instance of recurring activity

    Having the ability to have a recurring activity trigger an automation that generates a workflow would be helpful. Right now the automation only starts a workflow when you create the activity. when the activity recurs the automation ignores it. This would help with our billing & review process.

    107 votes
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    3 comments  ·  Automations  ·  Admin →
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  12. Make it possible to add default permissions to activities.

    Make it possible to add default permissions to activities.

    101 votes
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    9 comments  ·  Automations  ·  Admin →
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  13. automation trigger for advisor change

    It would be helpful if automations could trigger upon a change of servicing or writing advisor.

    95 votes
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    4 comments  ·  Automations  ·  Admin →
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  14. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    Currently if you want to set up an automation that triggers by an added activity the only option is to have the automation complete when the activity is initially created. With this system it is impossible to set an automation up for a future date.

    I suggest that an option is made for automations to be triggered on the scheduled date of an activity as opposed to only allowing the automation to occur when the activity is initially created.

    83 votes
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    6 comments  ·  Automations  ·  Admin →
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  15. Add note added as trigger for automations

    In automations if you can please add an option under triggers for adding notes much like the trigger for Activities

    77 votes
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    4 comments  ·  Automations  ·  Admin →
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  16. workflow automation

    Automation options exist currently to start up a workflow upon certain triggers (ie. a certain status created/updated). It would be nice if the criteria could identify more complex (if/then) updates to narrow down specific changes to trigger additional workflows (ie. status update from "comprehensive client" to "tax client" triggers a particular workflow vs any contact status update to "inactive" triggers another workflow).

    76 votes
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    3 comments  ·  Automations  ·  Admin →
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  17. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

    Upon entering a Servicing Advisor/Writing Advisor in contact record, RT would automatically populate the Roles field (of the 3 individuals for that Servicing/Writing Advisor's team). It is double work now to enter Servicing Advisor/Writing Advisor, then go in and manually complete the Roles fields for every new client record entered.

    76 votes
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    8 comments  ·  Automations  ·  Admin →
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  18. Add more Automation Triggers

    It would be nice to have the following workflow triggering event.
    1. Account Status Change - If an account is marked closed it would be great to trigger a workflow.
    2. Marital Status change - This would be nice to trigger a workflow any time a client gets married, gets divorced, etc.

    72 votes
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    1 comment  ·  Automations  ·  Admin →
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  19. Automation within a workflow based on outcome

    It would be helpful to setup automations based on a separate workflow outcome. For instance, we have an automation setup that starts our new client workflow whenever the contact is changed from prospect to client. Within that new client workflow, there is a step asking if the client signed up for full financial planning. If yes, there should be a way to automatically trigger our financial planning workflow.

    68 votes
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    1 comment  ·  Automations  ·  Admin →
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  20. Automation Workflow from Keyword

    Start an automation workflow from specific keywords inputted into a client's profile.

    65 votes
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    4 comments  ·  Automations  ·  Admin →
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