LionDesk V2 CRM Ideas Portal

If you are running A campaign and they sign up in the middle of the night, they would not get a text til the morning. The campaign could run between certain hours. It would make it look less automated.

Ability to duplicate a campaign or template so an owner can easily create the same context with different names or different info for the next set of templates/campaigns to be created. Creates a base. Also, if the original campaigns want to be se...

Newer members and long time members when you break out new programs.

Enhance account security

It would help greatly and eliminate the job of getting back to them or checking with my staff of what days i have open

Please add Font Size and Style to Version 2 for Emails.

I know we have a pipeline option but it is for transactions. We are dealing with lots of leads and it would be great to be able to create a sales funnel or pipeline where we can easily identify the stage the leads is in. Ex- Initial Contact - Pre-...

When creating a new contact - to be able to assign a drip campaign from the New Contact Screen/window

the ability to text either of the owners of the home seems like an easy task to add. I do joint texts as well as want to speak with the spouse on occasion as well.

I would love to pull a report for a month of all the birthdays and anniversay's for that month or year. I like to send cards to my clients and I like to pull the report and then see who I need to get a card to that month.