Customer Requests

When sending emails through LeadSimple, we often BCC internal staff members (property managers, admins, assistants) for visibility and record-keeping. Currently, when an email is marked as “opened,” there is no way to tell whether the open was by the intended recipient (e.g., tenant/owner/vendor) or by an internal BCC’d staff member. This creates confusion and operational risk, as it can appear that a tenant or owner has opened and seen a message when in fact only an internal staff member has viewed it. Requested Enhancement Options (any of the below would solve the issue): Display which recipient opened the email (primary recipient vs. BCC). Exclude BCC recipients from open-tracking metrics. Provide separate open indicators for external recipients and internal/BCC recipients. This improvement would significantly enhance communication accuracy, follow-up timing, and compliance documentation for property management workflows. Thank you!

Lorrie Barker ( lorrie@rentalsamerica.com ) from Rentals America would like to see implemented into LeadSimple optimized global searches with “autocomplete” or predictive type-ahead that fills in the rest of a name as you type. For example, true auto-complete/fuzzy suggestions (e.g., typing Joh and seeing John suggested as you type).

When updating a conversation using Zapier, we want to be able to add properties, leads, process to it.

Currently if a user has multiple number allocated, then user has to manually ensure the correct phone number the user want to use to send messages. We should have an ability to define default texting numbers based on leads or pipeline.

Currently, we can only set "Workflow Settings" hours (e.g., Mon-Fri, 9am-5pm). This pauses all communication until the window opens. It would be great to have the ability to add "Time of Day" and "Day of Week" conditional logic steps within Pipeline Automations. This would allow us to send different immediate auto-responses based on when the lead arrives, rather than just pausing them. Overall improving our speed to lead experience.

I'd love to be able to see older version of the process as it changes. Like if a new conditional logic was added to the process yesterday, I'd like to see the date, time and user who changed it. Some kind of version history or change log. So if a previous process failed or got stuck last week, I can see what the process was last week and know that the issue has been changed in the process workflow already.

Add a field that shows the date when the last stage change was made, that is accessible through the REST API

We have some tasks that are completed outside of LeadSimple. I'd love to have a task that requires the assignee to create a note in the process with an update.

When you open up a process to look at all the ones you have active, you can not scroll horizontally until you first scroll all the way to the bottom of the list to locate the horizontal scroll bar. This is slightly inconvenient if you want to review columns that are hidden on the right. Can we move this to the top so we can quickly scroll to the right?

Allowing custom contact fields to be used in conditions for tasks in process will unlock the ability to deliver higher customer service. Example: Contact custom field equals New Client, then a task would populate to do a follow up call after the onboarding process for check in. Or a Task to call 15 days prior to their first unit turn etc... Contact custom field: Have they reviewed = no, Task to ask for a review after successful leasing process Contact custom field: Client satisfaction score 1-10. Task: if score is = to or less than 7 task to call at end of process to check in. There are a lot of use cases for this feature that will help care for current clients. Using a Property field does not work here for owners with multiple properties. The ability to have these fields stay with the owner so that that carry through the processes would be highly valued.