LionDesk V2 CRM Ideas Portal

It would be great to send invites for appointments to my clients.

We like to market to both spouses. It would be awesome to be able to select "autocreate" to create a new Spouse contact at the same time we create a new contact. This would really save a lot of double entry.

This feature is one that can help agents stay on top of their business and to add it without thinking that through is disappointing. Agents should be able to add as many plans toa transaction that they want because we all do business differently a...

email signature for texting

Everyone would benefit from this simple function and it would save a TON of time. We could future date closing plans, birthday plans OR if we missed an action plan by one day and wanted the plan to start yesterday then we could backdate the plan s...

Please add more email integration and syncing. Madison properties provide your CRM to their agents I cannot integrate their madisonprops.com email At this time I am not using a different email account for branding purposes but I cannot connec...

Can you build it so we can share tasks to see who is responsible for what, without selecting team share and sharing the entire database. If I have an LO that leaves the branch and wants to steal all of the leads, they would have the ability to do ...

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.

Currently V2 does not allow us to export contacts after we create a filter. It only allows export of all contacts in the database. Need to be able to export after a filter is applied and export all contacts in that filter, not just the ones on the...