LionDesk V2 CRM Ideas Portal

Can you have LD & Google Contacts sync more often than once a day? This is combersome when adding a new contact and it not syncing into LD until the following day. Most often, I want it added asap so that I can put it on a drip campaign before...

Many client don't give year, can that option be removed and just input month and year as MLS does?

My phone database / contacts is usually the master list. I get a new client call, I click save to contacts. I turned off the sync option in LionDesk because it was not push/pull. If I deleted a contact in LionDesk, an hour late it would grab the c...

See title.

I would like to see the address of my contacts on 1 line in the favorite info section. I do copy and paste that info all the time to search for the address in Google Maps, RPR, etc. and showing it in multiple fields is a PITA. Maybe have a button ...

Anyone who uses a CRM needs to segment their customer base, for instance, buyers. sellers, etc. If you have thousands of customers you need to create a mailing list or a csv list for mailing labels. This would be a bare minimum for a CRM. I gues y...

For contact management it would be awesome to pull a list of everyone who have a birthday, anniversary, purchase date, etc. in a given month for simplicity in sending greeting cards, or postcard reminders.

As there is currently no integration between my email apart from sending through the CRM, I log every email received and sent through my Outlook into LionDesk. I've been labeling these as comments when they are received communications (texts or em...