Customer Requests

Previous request: A "Creative Level" - Someone who can work on the logic and stages that does not have access to the data. Phones: Only Admins can see all of the numbers. If needing to add or remove a user to a line as a connected user to get messages while someone is out they can only be admin at this time. A different level would be good. A super admin level that only sees the billing and can add and remove others. All of these are for security and functionality. Thank you. (I'm pondering if a limited user can be given creative rights. That might be a good thing.)

During our weekly team meetings, we need to review all processes that are either Off Track or Overdue . Currently, we can select only one status at a time. We must select Off Track , review those processes, deselect it, and then select Overdue . Please allow users to select multiple status filters simultaneously so we can view Off Track and Overdue processes together in one list . This would make weekly reviews more efficient and reduce the chance of missing an item that needs attention.

Please Ignore/Delete: I figured out the update includes a change to just click the small "email icon" to access/send! Perfect!! As of this week you can no longer click/open the email or text template that is scheduled via a set task. This is cumbersome and adds unnecesary time to communication tasks.

Create a claude connector and/or MCP server so Leadsimple can interact with Claude ai.

A “Super Admin” or customizable permission level would be extremely helpful. Many of our Property Managers and administrative staff need the ability to adjust data, refresh integrations, and manage operational tasks, but they do not require access to every system setting or visibility into all employee accounts. Having more granular permission controls would improve both security and usability by allowing teams to access only the tools and settings relevant to their role.

In the Phone section, under the recents tab, it would be nice to have an option to sort Inbound calls from Outbound calls. My BDMs make a lot of calls but as the owner, I'm more interested in inbound calls. Particularly, the ones that I have missed or the ones I need to review the recordings on.

Feature Request: Allow each email template to be assigned a default “From” email address. When a user selects that template, the correct email account would auto-populate without needing manual adjustment. Benefits: Ensures consistency by always sending communications from the correct designated email. Saves time for staff by removing the repetitive step of selecting the “From” account manually. Reduces errors and improves professionalism in client communications. This improvement would make a big difference in day-to-day efficiency for property management teams like ours who rely on LeadSimple for high-volume communications.

Please revert to the old stage bar. This is so cluttered and messy. Hovering over the blocks was fine. The cosmetic updates messing with fonts and contact and property cards aren't needed.

The ability to submit a support ticket is missing. I am having issues with pullint a report and data comes up blank. I also noticed that when owners email me, i am not getting the push over into my email which is a problem.

Please match the Screen View and Excel Report View. Columns such as Contract Start Date and Contract End Date are visible on-screen but missing from the Excel download.