LionDesk V2 CRM Ideas Portal

when viewing contact details Add date create field accessible in favorite fields

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 helpful to be able to set a task reminder for a phone call that would trigger a call to the LionDesk user at the specified day/time and when that user answers, it connects them with the contact assigned to that task.

Email attachments are not listed in the Current Activity Log for sent email messages. It would be helpful to have the names of the files that were included as attachments of the email listed in the activity log. Even better would be the name and a...

For users who prefer texting, I would like to have the ability to send a file by text message.

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

Since Lion Desk is a solution to real estate industry, it would be super useful if you can add Running Comps, Goggle Maps and Property Analysis such as tax assessor info, mortgage information etc

It would be great to be able to set a series of tasks through a custom reoccurrence, but be able to specify various dates in which the task will repeat. For example, I host virtual buyer workshops on a monthly basis, but need to alter the day of t...

Would love to see an option added in for customizable 'smart' campaigns that could respond back depending on clients responded. Ex. setting the text up with a multiple choice or very basic question, "Which of the following currently represents the...

Under the task tab i think it could make things much more efficient, from the main task screen (showing all tasks) if we could just click on the calendar icon to change its date... wow that would be awesome.