LionDesk V2 CRM Ideas Portal

Every now and then I will have a back and forth with customers before anything happens. I would to be able to upload docs/attachments to each contact

everyone so that they do not have to do this individually . or at least give the bulk action

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.

When originally importing contacts it only allows you to match the fields with a field that LionDesk already has. It would be very convenient if we had the ability to create a custom field while importing contacts so that we could make sure we are...

One of my colleaues uses Top Producer which has voice -to-text capability for adding notes. This is a very efficient way of addng information especially when one is out of the office and has no acess to a desktop or laptop. Also some of us are tex...

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 ...

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.

when you are deleting a contact, the system should take you the next record and not kick you out back to all the contacts. this takes time to figure where you were prior

Can we add a section near Tasks where we can Pop a contact into an from inside the contact record. We should be able to do everything from one screen.Use Case:Client Closes, add follow up tasks & Add to an email Drip Automation for past clien...

It would be useful to have the ability to create transactions from the contacts screen. As well as having the ability to get the contacts information from within the transaction screen. Right now I have to have both screens open in separate tabs t...