LionDesk V2 CRM Ideas Portal

We use multiple systems that post leads into Liondesk. One of the most frustrating conditions is when a lead gets posted twice, at times containing additional, helpful info. This could be because a lead presses submit twice on a form or phones t...

The list of Filter Types/Conditions is fairly long and some of the types such as "# of Texts Sent" are far down on the list and not easy to get to. It would be great if we could type out the name of the condition instead of having to scroll throug...

It would be helpful to process my daily emails from within LionDesk, with an easy way to convert an email into a new contact. I've seen it in other systems.

We ran into a LionDesk system limitation based on our import of contacts to where LionDesk only utilizes the "Phone Number", "Phone (Mobile)" & "Email" fields for calling, texting and emailing.The system should be flexible in that it will allo...

As a sales person it is hard enough to jump back and forth between all my internal systems. I would love to LIVE in LionDesk for all my communications. I'd prefer to have my, email, my tasks, and my calendar in LionDesk so I can all but get rid of...

This would allow a background presentation, either software or a Powerpoint or PDF.

It is useful to save time by typing all the info into the fields and having to rely on tags. It is not conducive to have multiple tags for a client. If we are able to create say a stage drop down and the client moves through those stages via workf...

If you like to send personalized video emails to your customers, it would be so much easier to create the video (button) on the email page and implement it direct into the email as opposed to going to the video section to record and then going bac...

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.

I would love it if I can send documents to my client for them to sign.