LionDesk V2 CRM Ideas Portal

Tags are currently NOT shareable between team members and they should be. If a team lead creates a tag, the team should be able to access them and not have to create their own.

It would be very helpful to be able to change the status to listed or under contract accordingly as prospects/clients move through the process. We see "Active" as being for those who are actively looking to buy or actively preparing the home to se...

be able to send mass emails to all contacts at once instead of limiting to 1000

under a different platform I was using a transaction management that provided several columns. For Example in Column #1 was the Lead, #2 Customer, #3 active client, #4 under contract #5 closing etc. You could drag and drop the "lead" to the next c...

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 understand the issue of letting people opt out of text messaging, but we need a system we can use with prospects. Asking a prospect to opt-in to texts from an agent they don't know will not work. It makes texting in prospecting campaigns impossi...

This seems obvious but the feature isnt curerently available when creating lion desk landing page. Considering how comprehensive liondesk's CRM is it would make since if your going to offer up integrated landing pages that featuring a landing page...

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.

Under 'add activity' there are a list of options. It would be great to be able change/edit those.

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...