LionDesk V2 CRM Ideas Portal

It would be nice to have a way of sharing a contact in an email without having to type everything out. Similar to the feature you find on your Iphone. This way when I want to share an Insurance Agent information or other vendor I could do it easily.

A way for the client to opt back in if they accidentally opted out... Not having LD reach out to our clients

Just as we are able to see when an email has been opened and a link has been clicked, it would be great to know if a text/video message has been received.

In V1 we had the option to add recipients to the CC, BCC and main To sections even if they didn't have a contact in the CRM. This was useful to copy other parties in the transaction, such as lender/escrow/inspector, etc. We also had the ability...

leave a voicemail for x amount of contacts at once

Having scripts for when talking with contacts will help convert the leads to clients. This will result in sales for the agent which will in turn be a positive to feature for Lions Desk to increase your client base.

Hi, i would like for clients to be able to unsubscribe from all communication instead of email and text messages separately.

Video screen share to explain, contracts, charts, home search, comparable sales to clients.

We are calling and texting from a different number. This does not look good to your contacts, it seems more like you are not a real person.