LionDesk V2 CRM Ideas Portal

The ability to open a contact and see what documents have been provided or pertain to them would be ideal to house all info for one contact under that contact instead of going somewhere else to find the document. Documents may include a CMA, Tax i...

A checklist would be a great to do when adding a new contact for expample, send a thank you card, add to drip campaign, add into MLS, etc... The ability to add multiple checklists to once contact and schedule each line item would be huge! Someth...

Could you please develop an inbox-like display for the texts? What you currently have is simply loading the most recent texts. You have to click Load More to get to the older conversations. However, I would like to be able to clear the conversati...

The reason for this report feature would be so we can see the difference in plain texts and in video texts. Ultimately we would like another option in the communications tab next to the text option that logged video texts

The "Reply STOP to opt out of texts" was recently added to all messages sent from LionDesk. This makes the messages much less personal than they used to be. Removing this notification would restore the ability to be highly personal when interacti...

Without a call to action the video is far less effective.

HVAC PhoenixPriceMyAC is a leading HVAC service company in Arizona Valley for 35 years. We provide superior services for all of your air conditioning and heating needs, whether you need ac repairs, routine service, or a new air conditioning and he...

It would be helpful for the user to get notified if a text message was unable to be delivered whether due to being a non-cell number or blacklisted.This would help the user update the contact profile and make any necessary changes efficiently.

My contacts move from one type of list to another on a monthly basis or more frequently sometimes. It would be quick and easy to change the list the contact is on by using a favorite position.

It would be nice to see and arrange my contacts by their source just like I can with tags, status and hotness. Right now I am inputing their source as a tag so I know where the contact is from. It would also be helpful to see so I can make sure th...