LionDesk V2 CRM Ideas Portal

So I can use it to measure KPI's.

Anyone who uses a CRM needs to segment their customer base, for instance, buyers. sellers, etc. If you have thousands of customers you need to create a mailing list or a csv list for mailing labels. This would be a bare minimum for a CRM. I gues y...

please add the CMA function in the new lion desk, this is a useful tool and the option to set up to send every 6 months or yearly automatically

It would be darn useful - after making 100 calls/hr - and NOT having to EITHER TYPE LEFT VM, N/R ETC OR EVEN click ACTION, THEN copy paste, end call, resume --- so many clicks!!!

Integrate Liondesk & Lonewolf

For contact management it would be awesome to pull a list of everyone who have a birthday, anniversary, purchase date, etc. in a given month for simplicity in sending greeting cards, or postcard reminders.

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...

Access to this page is broken due to a password change or other problem. This integration keeps breaking multiple times a day when Facebook makes a change on their end. This is disrupting my Lead Assist campaign, and I am losing my leads! Please fix!

I would like to decide what I see first in the event timeline.

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