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Planned
Ringless Voicemail
Can Ringless Voicemail functionality be added? This would be especially useful in a drip campaign.
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Under Review
Add a Map function to the contacts page.
If I'm going to be in an area, I'd like to look at a map that has pins for each of my contacts. Then I can plan to do personal visits to several contacts at the same time.
Also, if there could be a "Map It" button next to the address, so it opens up the address in google maps would be super handy.
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Planned
Incoming / Reply Gmail tracking
I understand that reply emails from a contact are not tracked in the Gmail tab, but within our Gmail account. It would be nice to capture those emails within LD so that all conversations could be maintained in one location vs. outgoing email in LD and then having to save the incoming or reply messages in Gmail. Thx.
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Under Review
Push drip texts until reasonable times
The same way you can set certain hours to not receive alerts, it'd be nice to not send out drip texts during the wee hours of the night. If these could be pushed until a certain set hour it would be better, especially if the drip suggests contact will be coming from the agent.
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Able to have the Dates: Birthday ,Custom Fields Date and Anniversaries to be populated in the Calendar for reminders.
Able to have the Dates: Birthday ,Custom Fields Date and Anniversaries to be populated in the Calendar for reminders.
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Assign tasks to a role and not just a person
When creating Tasks for Followup Plans. Assign the task to a Role and not a specific Person. People come and go - Roles Stay
Then when you add a property and select a followup plan you can assign who is:
Marketing
Transaction Coordinator
Listing Agent
Photographer
Sign Installer
Title
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Automation for Drip Campaigns
I know that all CRMs have their own features. I also see that LionDesk has the fields that could be used to automate a process for realtors. I know that in my opinion, the less I have to do, the more efficient I can be. Is there a way to add the feature of being able to automatically add drip campaigns to contacts based on the desired field?
For example, if there are fields added that can help us. Buyer Rep Agreement Signed (Date) and then, when that date is entered, a drip campaign can start based on that
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More Real Geeks Sources
We need the ability to pull in more real geeks sources. Real Geeks already adds more sources. We would love to have you pull then in on your end so that we could add drip campaigns that match the source.
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Recurring Birthday Please Add Select Send Date
Re Communication Recurring:
Please add "Select Send Date" under Recurring.
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Automated Birthday Reminders every time you put a date in the Birthday field.
Automated Birthday Reminders every time you put a date in the Birthday field. Reminder can be set a week in advance as well.
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Change Expected Total Sales to Annual, calendar year, NOT past 12 months
Agents track sales on an annual basis starting Jan1 to Dec 31. not the past 12 months.
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Have "emails opened" counted only once (or once per day?)
When a client opens an email, depending on their software, it will show as being opened multiple times. I suggest having LD filter out the duplicate openings. Ex: I sent out 129 emails, and it says 755 emails have been opened. One client alone shows that he opened an email 35 times in 5 minutes. (I know that LD can't control it, but figured they might be able to filter it)
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Filter Contacts - Exclude
Having the option to "Exclude" criteria in filtered search
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More Tracking for Opens and Clicks of emails and links.
More Tracking for Opens and Clicks of emails and links.
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Allow Emojis in Text and Email Templates for Automatic Campaigns
Please add the option to utilize emojis in text and email templates so we can have them go out in automated campaigns. The use of emojis increases our interaction rates with clients tremendously.