Requested Features after a year of use

Warning…. Long List

Dashboard

• The ability to track more than just our contacts
• Show open invoices
• Average payment days
• Pending Contracts
• Average days from sent to signed
• My Projects - Tasks summaries.

CRM

• The ability to integrate email into the portal.
• Allowing us to create a client bag...

Exciting Updates

Excited to let you & others know that this project is in-progress and in the final stages. This should go out by mid February latest!

Hello Team

It's me again!
Enhancement Request: Message Center: Mass Messaging by Filter Parameters.
The Current Filter in Mass Messaging is Quite Limited and probably needs an Overhaul.
Can we Provide the Ability to...

CRM Filters and/or Archive Capabilities

It would be helpful to have either a filter feature or archive capability available in both client and company CRM views. As a use case, we have inactive client accounts that we are not deleting, and since we can’t archive them, I’ve created the tag "Inactive Client." I'd like to be able to either a...

Contracts: Request for multiple users to sign

Hi, I've brought this up through a call but just want to post this here as we use the contracts app daily.
2 requests:
Enable multiple users to sign a contract both internal accounts and client accounts (as a property development company, we may have multiple clients who need to sign on the same...

Advanced Message Template Functionality

Request Title: Advanced Message Template Functionality
Currently, I have the lovely task of typing out every Message by hand. Can we have Template Features?
Additionally: Key features of the proposed enhancement include:

• Template Library with Folders & Search:
• A centralized library where ...

Visual Landing Page Feedback

It would be really great to see the homepage function more like a visual landing page, like a website. Ideally, having a drag-and-drop design editor for full design customization that is built similar to webpage builders like Elementor would be amazing. The ability to set fonts and colors while editing...