Platform

Ability to create your own custom Task Type instead of having only certain options: To-Do, Email, Call, Message, Meeting, LinkedIn. For example, we could create Task types such as: In Progress, Completed, Picked-Up

Just like a small business can get a local texting number in Business App, let partners get a local texting number to communicate with customers via SMS in the platform.

I want the chatbot to be able to communicate via Inbox Pro, and do cross platform unified conversations. For example, user chats on FB Messenger and instead of just putting the contact in Inbox Pro, I would like the chatbot to interact instantly. Ideally, this should be customizable for each platform as well. Hope that makes sense.

Ability to track time spent on tasks and projects, then view this in intelligent reporting both in Task Manager and Partner Center.

We should be able to have visibility on who is subscribed and who isn't, like in Mailchimp. See screenshot. Additionally, we should be able to unsubscribe someone manually. Or resubscribe them (with their permission, of course).

When creating a new invoice it would be great to simply have a button that indicates the charge is a one-time charge or the charge is monthly instead of having to go to the SUBSCRIPTION screen and set-up monthly billing for some of the items in the invoice. Seems like an extra and unnecessary step.

Can we send an automated text message when someone calls the business phone number? Here is the ads I was watching yesterday. It's already there. Can we make this happen for our clients? This would be great! https://drive.google.com/file/d/17Q6a9FbNvteWcZ39vXxpGnoq6Jcyb-c9/view?usp=sharing Thank you so much!!

We are b2b and need Linekdin to display on the snapshot report social media section in the snapshot report.

There should be a hyperlink from to the company and contact from the event inside the CRM's My Meetings. As of now, you have click into the company or contact section of the CRM then search for the contact or company. A hyperlink text to the Company or Contact will save time and reduce errors.