Skip to content
← Welcome to the Keller Cloud ideas portal

Settings and activity

1 result found

  1. Date-Based Smartplans

    168 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    in the backlog  ·  55 comments  ·  Command » SmartPlans  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Matt Bryant commented  · 

    Currently, SmartPlans allow delays and fixed date triggers, but they do not support advanced recurring scheduling patterns such as:

    1st Monday of every month

    3rd Thursday of each month

    Last Friday of each quarter

    Custom RRULE-style recurring logic

    This feature would be extremely helpful for agents who want to schedule consistent monthly touches like:

    Client check-in calls

    Newsletter reminders

    Social media prompts

    Equity report updates

    Vendor outreach

    Event promotions

    Right now, agents must manually recreate SmartPlans each month or build complicated workarounds using delays and re-enrollment, which increases admin time and creates room for error.

    Adding a recurring weekday-based scheduling option would:

    Save agents significant time

    Improve consistency in follow-up

    Reduce manual duplication

    Increase SmartPlan adoption

    Strengthen Command as a true automation tool

    Many calendar platforms (Google Calendar, Outlook) already support this functionality. Bringing similar recurring logic into SmartPlans would make Command significantly more powerful for long-term automation strategies.

    Matt Bryant supported this idea  ·