LionDesk V2 CRM Ideas Portal

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.

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.

Right now notes/comments will get buried as you add more and you have to scroll through all the comments to find client information. I'd like to keep a note section of current information that I can see on the main page and edit as time goes on an...

Currently V2 does not allow us to export contacts after we create a filter. It only allows export of all contacts in the database. Need to be able to export after a filter is applied and export all contacts in that filter, not just the ones on the...

Too many steps!

For example you want to edit text template from a drip, you click edit and go through the steps. Instead of just pulling up the one template you want to edit it pulls up all the folders that hold text templates. Time consuming and now you have to ...

I was wanting to put in a request to make it possible to create text templates with pictures.

We like to market to both spouses. It would be awesome to be able to select "autocreate" to create a new Spouse contact at the same time we create a new contact. This would really save a lot of double entry.

we need to u8nsubscribe leads or archive them so you wont end up sending them an email or text when you are doping mass emails in the number of hundreds of thousands

I like to keep both spouses updated on what is going on