LionDesk V2 CRM Ideas Portal

We are realtors and would very much like the ability to be able to pull a customizable report from our contacts that would allow us to pull lists birthdays and anniversaries. We would like to be able to extend personal touches such as these to our...

my clients info includ there birthday, i like to have the system automatic sending them happy birthday wishes

I use text marketing A LOT as im sure most of us do. Id like to be able to Scrub my list by When texted back "STOP" have an option that would delete contact. I dont need the clutter of someone not wanting to speak with me in my CRM. I spend a lot ...

need to be able to add more lead statuses. I want a closed purchase, closed refi and closed went with competitor for example We should be able to trigger campaigns based off of lead status so once a loan is closed it goes into a long term follow-u...

I created a template and wanted to bold some of the words. When I wanted to bold words. I had to scroll up all the way to the top for something at the bottom.

We ran into a LionDesk system limitation based on our import of contacts to where LionDesk only utilizes the "Phone Number", "Phone (Mobile)" & "Email" fields for calling, texting and emailing. The system should be flexible in that it will all...

I would like to connect my rss feed to my crm and send out a weekly newsletter

The text editor is very confusing to use. Can you update it with something easier to use?

I updated my campaigns and have a lot of people on the old campaign. I need to be able to filter my list and see who gets the old campaign and be able to bulk remove them from the old campaign so I can subscribe them to the new campaign

I would like to be able to see a list of the active campaigns that I have going and how many have been assigned to the campaign.