Top Ideas

  • 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

    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

    Timestamp on texting on mobile app

    George · 0 · Posted

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

  • 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

    voicemail drop

    Sierra · 0 · Posted

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

  • 1

    Filter by active drip

    George · 0 · Posted

    It'd be nice to have a filter based on which drip contacts are on.

  • 1

    Parse address on Zillow leads

    George · 0 · Posted

    Parser should be able to populate address client is interested in on Zillow leads.

  • 1

    Need to be able to delete text messages

    garrett steve · 0 · Posted

    Need to be able to delete text messages from people that I asked to be removed from contact. It's extremely difficult to go back through pages of texts messages to find people that want to be contacted

  • 1

    Pull web activity for market leader

    Sierra · 0 · Posted

    The ability to pull web activity from Market Leader and other websites. 

  • 1

    website activity integration ihomefinder

    Dutch Revenboer · 1 · Last reply by David Anderson

    Please add iHomeFinder IDX to the website activity integration.  Specifically in my case the WordPress Plugin version.  

    Thank you.

  • 1

    Integration with Bright MLS

    Deborah · 0 · Posted

    Integration with Bright MLS

  • 1

    Adding new categories

    Linny · 0 · Posted

    It would be really nice if we add new categories directly from the drop down menu when entering tasks. Maybe a "create new" field in the drop down choices? Similar to the way you do it in Pinterest when you have a new pin with no relevant boards to pin it to, you can just create a new one right there in the drop down.

  • 1

    Improve Merge

    2minutetour · 0 · Posted

    Merge is essentially worthless right now, in fact, it's worse than that, it's destructive.  It randomly deletes data.  If you have one contact with a name and email and another with just an email, then it will delete the name.  If you have a spouse, it will delete the spouse.  If you have it assigned to someone on your team, it will unassigned the team member.  You should merge all info and find a way to keep all data even if the same email is kept twice, under email 1 and email 2.  You should also provide a way to

  • 1

    Need the ability to edit Status

    2minutetour · 0 · Posted

    Status needs to be able to be edited as needed.  Your Status criteria are too limited.

  • 1

    Property Manager

    2minutetour · 1 · Last reply by David Anderson

    It's silly that you can't have the Closing Date as Open or Unselected when you have a listing with no contract on it.  The default is to have the listing with the date you entered it as a listing as the closing date.  This prevents you from properly being able to see what's going on at a glance or it hurts with the sorting function if you are sorting by closing date.

  • 1

    Lead Info & Lead Distribution

    2minutetour · 0 · Posted

    The text and email should specify the address and price of the property rather than just the zip code.  This would allow a filter to be created for Price range in team distribution settings.

  • 1

    SMTP

    2minutetour · 0 · Posted

    You seem to be using a private SMTP server that is not associated with gmail.  So I cannot see an email that I sent out on your system in my email client or in gmail or on my iPhone.  I can only see what is received under that email address.  I need cross functionality.  I need the option to send my emails out from my own smtp server or through my gmail's smtp server so that I can view outgoing messages.  Without that cross functionality the emailing is cute but not functional as I have 7 other email addresses and

  • 1

    GUI - Contact Screen should offer ability to change column width

    Janan Upshaw · 0 · Posted

    I would like to be able to adjust the width of a column.  Currently if I have email as my first field and someone has an email that is 400 characters then no other fields will display.   

    While i appreciate the ability to select the fields to display and their order being able to change width would be add a lot of functionality.

  • 1

    GUI - Assistance bar in Contacts obscures much of the screen

    Janan Upshaw · 0 · Posted

    you have a black overlay telling number of days left in trial and a help bubble.  Hopefully this goes away when we purchase the product next Wednesday.   

    I'd request ability to minimize this bar so that i can see contacts that lay underneath.

  • 1

    Calls - Dropdown requested for click to call

    Janan Upshaw · 0 · Posted

    you allow user to build list of call dispositions.  A pop down menu for is offered for power dialing but not click to call.   Please add same pop down option to click to call.  Currently the option is either edit or remove.  Offering 3 icons would serve this purpose: edit, drop down, remove.