LionDesk V2 CRM Ideas Portal

Add a summary tab (simple fee text field) to Activity Timeline where you can easily write down the most important info about your prospect for quick view when you are on the phone with them. A quick reference that can work as a reminder of what th...

Finally activate Facebook Ads, Google Ads, and Breakthrough Broker!

It would be helpful if a note section next to the contact name would always be there. This way, we would always know more specific details about the contact every time we are conversing with them This are the original notes added to the contact wh...

I used a CRM called contractually in the past which had a g suite plugin from which we could add new contacts etc to the crm. If you’re able to model that plugin it would be a feature people would adore. It was one of the best features in that crm...

the old version of Liondesk had that option to further organize our templates... please bring that option back

From the dashboard, it would be nice to see comments from the tasks so that you don’t have to click on the contact and wait to go into the account. It’s great that you can call fromTasks, but who wants to call first without reading the notes on th...

All of us would save time, allowing us to spend time working on the things that really matter

Everyone would benefit from it. especially us who do not like or use Bomb Bomb. It will help us give better information to clients - We should have a 30 sec text message and a one minute email capability

As agents receive a message that they have exceeded their text limit, it would be helpful to have a place to see the total number used for the month. Note: We are still using the original version.

it's useful to send out more texts. really just need 150 contact at once