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Whatsapp
Create a WhatsApp integration that allows us to communicate with owners who are in other areas of the world.
Call Summaries and Transcriptions.
I wish I could click on a recorded phone call and see a brief summary of the call, as well as the option to see the full transcription.
Adjust Speed of Call Recording Playbacks
Ability to increase the speed when listening to call recordings.
Lead History Summaries
Every lead could have an AI-generated summary at the top of the lead page that summarizes all calls, texts, and notes from the lead page. The user can read the summary and be brought up to speed before following up with the lead instead of having to scroll through the history and listen to recorded calls (that can't currently be sped up!)
Call Forwarding and Allow Text Messaging for Phone Numbers Not in Contacts
Call forwarding should be prioritized as a feature, especially when LeadSimple is generally used by teams. Adding a phone number to the contacts list before we can even send them a text message for the first time feels inconvenient. It makes the contacts list even more convoluted with a bunch of "Unidentified Texter/Caller" names.
Enhancement - Manual Action
When creating a manual action, you can only pick: Call, Email, Text or Meeting. I want to either write in an action type or let us add our own standard types (Mailing, for example, after sending a letter).
Task Completion Report by User
The customer is requesting a feature that allows running a report to see how many tasks a specific user has completed within a selected time frame. This functionality would provide valuable insights into user productivity, particularly for evaluating the performance of new hires. Kyle Vaillancourt- Providence Property Management
Add name to filter
Finding an owner, tenant or any other lead or contact takes forever to scroll in alphabetical order.
Duplicate Contacts
Leadsimple is showing duplicate contacts and claims all of them are being pulled directly from Rentvine, however, when I click on the link to view the contact in Rentvine, it just brings me to the Vendor list. Please work with Rentvine to fix this so we don't have multiple, non-integrated contacts showing and unmergable.
Change Default Number based on Pipeline or Stage
It would be useful to change the default number (the number calls and texts come from by default) based on the pipeline or stage. i.e. Pipeline A uses number X by default Pipeline B uses number Y by default
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