LionDesk V2 CRM Ideas Portal

I would love the option to be able to add a custom event such as a face to face meeting with a contact. So much of our business is done face to face and we do pop bys, lunches and coffee with clients so often, it is a much needed event in the drop...

The list of Filter Types/Conditions is fairly long and some of the types such as "# of Texts Sent" are far down on the list and not easy to get to. It would be great if we could type out the name of the condition instead of having to scroll throug...

Have the ability to bulk share contacts with team

I moved to Liondesk 3 months ago and love all the terrific features. The one think I was doing with my last CRM (Activecampaign) was sending out a bi-weekly newsletter that I could create within the platform and change very easily. Do you think th...

When searching a client, if I type in the spouses name, it doesn't come up. Can that be included in the next upgrade? Thanks!

I currently have recurring emails built into my drip campaigns in V1. Most prospects receive a recurring listings link weekly as a part of a year long drip.

With the new Visual Market Insights connecting to our local MLS, it would make sense to add a function to send automatic new listing and status change email alerts to contacts (like you would through the MLS or IDX providers). Being sent through L...

Ability to forward to enter the next contact (after saving the prior one) without having to go back to the main contact page. 2. Speed up the loading of contacts when I open the tab, then create contact. VERY slow.

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

When creating custom fields, they pile up under "Custom Fields" at the bottom of the contact page. They can be arranged in different orders but they cannot be grouped. Please add ability to create my own grouping or custom Category Dropdown to org...