LionDesk V2 CRM Ideas Portal

I would love to schedule emails that will automatically be sent on a specific date (dates in Liondesk) such as Birthdays and Anniversary dates!

It would be nice to be able to create a reoccurring task based on an anniversary date. Our team uses the date as the anniversary of a property that has closed. It would be helpful for campaigns as we do not have knowledge of the closing date until...

For each contact if you have contacts birthday and spouses birthday set up to receive an automatic birthday note. I would switch over from my current CRM that has this.