LionDesk V2 CRM Ideas Portal

It would be extremely useful to be able to create a filter in the contacts tab to show contacts that do not have any upcoming tasks. Sometimes when following up with leads, you complete the last remaining task, and forget to create a new task. The...

There is another thread that has 28 votes that says "keep contact lists" but then their description has nothing to do with actual contact lists. AND it's marked "shipped" meaning it exists. But it does not. We need contact lists, not just "filteri...

can't market for home evaluations without asking for an address

I had Follow up Boss and love the way that you can use it as a CRM and also send properties out to clients based on their criteria. It would send out new listings that met their criteria, it would tell you when they clicked on it, how many times. ...

I would love the ability to have the ability to do a mass update of custom fields and any other fields.

The Status is not editable, nor can we add statuses. The statuses you use are not relevant to real estate. For example, you have closed/onactive those are two unrelated statuses in a real estate agents world.

It would be helpful if I could change when a task reminder is delivered. For instance, I'd prefer to get task reminders sent to me by text either 30 min or 60 minutes before the task is due. That way I could use it as an event or appointment remin...

When sending a text through LionDesk it would be helpful that my phone number is displayed that way people know it is me and not a spam number.

Can you pretty please with a cherry on the top add additional contact search options. Top Producer CRM allows you to search by almost everything under the sun for a contact, such as both spouses names, address, city, phone #, etc...Unfortunately w...