LionDesk V2 CRM Ideas Portal

I had Follow up Boss and love the way that you can use it as a CRM and also send properties out to clients based on their criteria. It would send out new listings that met their criteria, it would tell you when they clicked on it, how many times. ...

I would love the ability to have the ability to do a mass update of custom fields and any other fields.

The Status is not editable, nor can we add statuses. The statuses you use are not relevant to real estate. For example, you have closed/onactive those are two unrelated statuses in a real estate agents world.

If you are running A campaign and they sign up in the middle of the night, they would not get a text til the morning. The campaign could run between certain hours. It would make it look less automated.

It would be helpful if I could change when a task reminder is delivered. For instance, I'd prefer to get task reminders sent to me by text either 30 min or 60 minutes before the task is due. That way I could use it as an event or appointment remin...

I would love to pull a report for a month of all the birthdays and anniversay's for that month or year. I like to send cards to my clients and I like to pull the report and then see who I need to get a card to that month.

I am about to do a filter by "Company," and it is not avaiaible. it does make sense not been able to filter the fields available. it defeat the propuse of filtering. Otherwise what good is to have the Field and if I can not filter it

I want to be able to drag an email template over to a drip campaign and then within the campaign drag and drop them into the order they should be in. Then have drop downs on the side for days and time they should go out. It is super tedious the wa...

When sending a text through LionDesk it would be helpful that my phone number is displayed that way people know it is me and not a spam number.

I can only delete a scheduled email one at a time. It would be great if I can bulk delete them. This would be useful and save me a lot of time if I make a mistake and can easily bulk delete the scheduled email.