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.

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 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

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.

Currently when I have appointments I have to remember to add them in both LionDesk and my calendar. If there was a way to add a calendar and it sync to your google, iphone, or outlook calendar would be great.