LionDesk V2 CRM Ideas Portal

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...

Too many steps!

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

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 ...

Real Estate transactions always have multiple parties involved in each transaction. I would like to have an option to add multiple contacts to a transaction or a lead.

make sure there is a reoccurring reminder feature of some sort and put it in a similar display to the dashboard so it’s easy to see who has not been contacted in a while.

I know there is another feature planned for responses to emails sent from within Liondesk, but if we could sync in such a way that all emails sent to a gmail account, if associated to a contact in Liondesk, would show up under that Contact's page....

You've taken a massive step backwards with the calling and texting functionality in V2. Being able to create a list of contacts and then call or text directly from the list, working down... that's been a winner and one of the main reasons I stay ...

It's Real Estate 101.....I would hope this will be implemented sooner than later. All real estate agents locate individuals by their addresses or geographical farms. If I want to see if the owner of 123 Main St is in my database I should be able ...