LionDesk V2 CRM Ideas Portal

My assistant recently retired. We have dozens of contacts in the system on auto campaigns that include text and email follow ups. Once she left, I assigned myself as the assigned user assuming that any future scheduled texts or emails would then c...

So I can use it to measure KPI's.

TL;DR: Add option to schedule the next email/sms/action step manually. Also add option to schedule the next action relative to the previous action, instead of relative to the original trigger. A Drip campaign is or can be more than just a sequence...

In V2 having a whole list of 100's of templates in one list no matter what folder they are in is cumbersome. In V1 they are much easier to deal with when they are in folders where you can open a folder and just see the templates in that folder. I ...

I want to create a campaign that triggers actions based on how the contact responds. For example, if I send a text, but receive no response, I would like to send a follow-up email.

As a new user I didn't realize I was duplicating published drip campaigns and when trying to view the emails/texts that get sent out it was extremely confusing as to which campaign what was assigned to. I reached out to support and they let me kno...

I use tasks within campaigns that I create. In the new version, when a campaign with tasks is assigned, the tasks will show up in the contact, but no assigned campaign shows up. The campaign should still show up to provide insight into where the t...

would love a tracking pixel made by LionDesk to track my visitors on my site to send them relevant other pages once’s they’ve visited a page enough. If the page contains video, to track the video view and be able to retarget them based on if they ...

Send holidays cards or greetings through Liondesk to keep in touch with clients. It would be even better if these were designed by LD and customizable to include our logos. Videos would be the greatest!

It would be fantastic if Lion Desk can ad Goggle Ad Word Portal inside the campaigns.