Top Topics

  • 1

    voicemail drop

    Sierra · 0 · Posted

    Being able to drop a voicemail that's already recorded to save time while on the powerdialer. 

  • 1

    Transactions Documents

    George · 0 · Posted

    It would be nice to have a transaction have its own documents and have all associated parties be able to receive documents from that folder to keep everyone in the loop.

  • 1

    Timestamp on texting on mobile app

    George · 0 · Posted

    It would be nice to have a timestamp for texts within the mobile app

  • 1

    Importing notes from another CRM

    Wayne · 0 · Posted

    When I import a contact that has notes, today the notes show up in the contact row. Would be useful if the notes were imported as an attachment to the contact.

  • 1

    Provide API to ProAgent website

    Wayne · 0 · Posted

    I am using ProAgent website. would be nice to be able to share contact information between the two sites

  • 1

    Need to add Spouse/Partner Last Name to import map.

    Wayne · 0 · Posted

    Many spouses/partners have different last names.

  • 1

    Lead Filter idea

    Dick Carr · 0 · Posted

    Can you make it so I can put check marks on the leads I want to call or otherwise do something with and d have a filter allow me to then just see or be able to deal with those leads only? ie in my MLS if there are listings in a grid I can put a check in the box and above hit 'show checked only'. (or some verbiage like that)  --- kind of like the power dialer so it separates those leads out. Don't want to have to have similar tags or other internal commonalities to filter it

  • 1

    Best way to track rentals?

    MM · 0 · Posted

    With this system is there a good way to track tenant placement in rentals and/ property management?

  • 1

    24 hour format

    MM · 0 · Posted

    I personally do not use AM or PM.  I prefer a 24 format.  Anyone else on board with me?

  • 1

    Ability to print and export all campaigns/plans and templates

    MM · 0 · Posted

    Sometimes it's easier to re-evaluate my content and procedures on paper before making any system changes. The ability to print and export all campaigns/plans and templates would work great.

  • 1

    Returns in content comments not visible

    MM · 0 · Posted

    Contact > Comments

    When I view a contacts comments my returns are not visible. Everything runs together.  When returns invisible/or not displayed my content lines and paragraphs are very difficult to review because everything runs together.

    I only see my returns if I click the edit button.

  • 1

    Make open house app work offline

    George · 0 · Posted

    With the mobile house tool being developed, it'd be nice if this app or function was available offline. Open houses are often going to be set up with an iPad that might not have access to wi-fi.

  • 1

    Forward Leads

    Jeff · 0 · Posted

    Way to assign/forward leads to other realtors even if they don’t have LD account or maybe not my team and its a one off lead. 

  • 1

    Text Message limits

    Jeff · 0 · Posted

    Easier way to track text limits

  • 1

    Text Sync

    Jeff · 0 · Posted

    Sync text messages from your mobile phone to the app and match with contact record

  • 1

    Deals Section updates

    Jeff · 0 · Posted

    "Ability to Add goals,Also add quick buttons to see pre-selected date values “Sales in Year 2016”, last 60 days etc, Not by typing the date.  Expected Close dates taken to account in numbers even if property hasn’t sold. Its cool when it says. “Your killing it!” when you closed a deal, maybe add more motivation messages, even for other events. You got 10 SMS replies. or 20 new leads this month etc. Show more graphs on this"

  • 1

    Click to Call Update

    Jeff · 0 · Posted

    Allow users to select a one time call back number for an individual call other than primary phone numbers, for example if users don’t have their cell phone they can call their office line instead.

  • 1

    Shorter Text Messages

    Jeff · 0 · Posted

    Remove all extra words/extra extremely long URLS so it will not send 20 messages for one reply. make it compact as possible.

  • 1

    Duplicate Campaign without Duplicating the Templates

    Jeff · 0 · Posted

    For example if users want to use the same templates to make a more frequent contact version of existing Auto-Pilot Drip Campaign, but if you copy it the templates are copied as well

  • 1

    Missing contact names replaced with email

    Jeff · 0 · Posted

    When new leads are added (such as Zillow Leads) without name, the email gets inserted to Name field so we get the “Hi realtor@buyer.com, this is...” message come out.