LionDesk V2 CRM Ideas Portal

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This CRM is designed for real estate offices. Since most offices have the broker of record as the contact owners, the assigned agent should still be able to add relationship contacts if they have both contacts assigned to them.

My clients love to get a card with a birthday acknowledgement of their birthday. Now I will have to create a month tag and put clients in that tag by month so I can sort them.

Would be great to be able to clean up old lists and correct misspellings, etc. We can delete filters so we should also be able to delete lists.

It would be great to have a client's social media links as a standard field in their contact profile and possibly have the social media platform's icon under the contact's name for easy access and ability to click through to their link.

Would love more detailed "reoccurring" task options, such as:- every X days/weeks/months- regenerate X days/weeks/months after last task is complete- day X of every X month- "no end" option

Since we can only send out 500 emails at a time, give me 500 contacts to send out.

I'd like to ability to export from our contact lists based on a tag I have given them. For example we do a Valentine campaign as a thank you. We would love to export those names once tagged as "Valentines 2023" into a separate list. We have so man...

There needs to be a way to view a list of contacts who have opted out of receiving emails.