Platform

We do see a big gap in the very basic feature set of the eMail campaign product. This feature is provided from every "Free" tool on the market. When sending a drip campaign, which is possible in the product by using delay and the next email etc. it is important to segment the eMail to be sent next according to the following criteria: dropped/bounced, not opened, opened and clicked, opened not clicked, when more than one link in the eMail click ID is important to know what CTA was clicked. We urgently need such features in Campaign, either within the eMail campaign editor or as part of an automation.

It would be fantastic to have a fully functional proposal builder similar to PandaDoc, allowing for a seamless client experience. Ideally, it should include: The ability to share proposals as a link with clients (rather than relying on clunky PDF downloads that are difficult to use). Built-in fields for contract signing to streamline approvals. Interactive client actions, such as buttons to easily “Accept” or “Decline” proposals. This would greatly improve efficiency and user experience for both our team and our clients.

It would be nice to have the ability to have a different bill to name or the ability to add addition name to the invoice to include both a DBA and company name. Currently it only allows the account information on the invoice

This would be great to sort users by the date they were added as a user and sent a "Welcome" email

I was hoping we could add a filtered section to either the side nav bar or the filter bad in packages. I have a new employee that we want to create packages for and have them easily access without having to type in the search for each one every time. How can we do this? The ability to add another tab next to recommended packages and a sub menu under marketplace > packages > custom, would be really helpful.

Please, please please, add a bulk editing function for contacts, and companies. The ability to update tags, salespeople, etc.

It would be great if we could assign tasks to our clients through the task manager, and have them appear on their dashboard. This way, we can create a task list for them to see what we require from them.

This can be used for Accounts, Users, Automations, Product Activations/DeActivations, User Activity Log, App Activity Log, Account Activity Log etc.

Embedding CRM forms is a nice feature, but it seems less than ready for prime time. Couple of features that really should be available out of the gate. Placeholder text fields for all fields. They are completely missing on the Email and Phone Number fields. Arguably, the most important fields. Multi-column and inline options. Padding options for fields and container. Ability to hide labels and use placeholder text for condensed forms. Ability to select fonts or add your own custom font-family name so the font with match the website the form is on. Custom CSS section for advanced designers. At the moment, the CRM forms are just not usable in a professional setting. Clients want their forms to match the design they paid for. I do hope this is something that doesn't take long to consider an implement, getting clients to use the Business App on a regular basis is a challenge, the CRM is great way to keep them engaged and logging in, which in-turn helps you retain those clients. Please do this soon!

We're using embedded forms from Vendasta in our customer's websites. When a form is submitted, email notifications are sent. This is working well. I have customers asking if an SMS message can also be sent as they sometimes don't get the email right away and by the time they get back to the lead it is too late. It would also be nice to embed this functionality directly into inbox pro. I.e. when a new contact/conversation is initiated, send an SMS message notifying the customer that a conversation is taking place, along with a link to join the conversation.