LionDesk V2 CRM Ideas Portal

Where in the portal do I find the number of campaigns that I have started or scheduled? Can this be added to the Dashboard as a reporting tool?

Seeking a way to see the entire teams transaction production through reporting. Our previous CRM allowed the admin to create a report of closed, pending, and active transactions. Great information for team meetings and group and individual reporti...

I want to have easy access to all my current buyers and potential upcoming sellers that I need to stay on top of at all times, what I call "my now money".I would like a window on the homescreen that has the client's name, condo or house, address (...

Have Zapier Lead come with lead distribution instead of manually assigning the leads

I can't have her do anything with my account unless I give her my log in and that is not want I want. I purchased liondesk for her to use and be able to use with me as well.

Please add the ability to schedule text messages like we are able to do with emails so that we don't have to use drip campaigns.

currently you have to be in the contact screen in order to "add" a new contact/task/activity please add this ability from the dashboard screen.

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.

Many of use Outlook for our email system, with custom domains that are often IMAP (much better than POP). This would be an extremely helpful addition if we could see our IMAP created messages in LionDesk and see our LionDesk created messages in O...

the ability to text either of the owners of the home seems like an easy task to add. I do joint texts as well as want to speak with the spouse on occasion as well.