Followup CRM

Feature Suggestions 182

Planned

Report Builder
Feature Suggestions
Marketing Analytics
Feature Suggestions

In progress

Edit in table functionality for Companies and Contacts
Feature Suggestions

Live

Automated Followup Email Sequences
Feature Suggestions
Pin a comment to the top of notes
Feature Suggestions
Google Calendar Integration
Feature Suggestions
Mobile App instead of mobile site
Feature Suggestions
Project Management Scheduling Tool
Feature Suggestions
Duplicate files
Feature Suggestions
Required Field - File Data
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Import Feature
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Zapier Integration
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Advanced Search On Main Bar
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Contact switching Companies
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Required Fields Feature
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Ability to change column widths
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Merge Company/Contact Duplicates
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Integrate with Company Cam
Integrations

4
Outlook Plugin
Feature Suggestions
Required Fields
Feature Suggestions
Save column selections with "Add Views"
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Contacts Auto populate
Feature Suggestions
Custom Labels
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Prompt to save "unsaved changes"
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Edit Dashboard and File Data Columns
Feature Suggestions
Calendar View
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Suggestion on creating a more convenient save button
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Sales Quotas
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Document Folder Name
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Customizable ID numbers
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Export Data Folder
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Delete Group/Bulk Projects
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Sales Behavior - Follow-Up
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Contact Analytics
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Office and Contract Type Goals
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Default User to PM on login
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Add multiple users and contract type to all filters
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Listing multiple contacts for the same company
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Unsaved Changes prompt
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Save sort options
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Google Auto Address
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Delete Contact Option
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Project Folder Name
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Advanced Search - Select Multiple Status option
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Change a name of field in Record Details
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Contact Activity Logs
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Revision Set and Change Order
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Reorder project fields
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First Comment To Export In Projects Page
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Custom columns in Company Info in Project
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Start New Project from Company Page
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Bulk updates for Contacts
Feature Suggestions
Dataforma
Integrations

1
Sage 300
Integrations

1
Sage 100
Integrations

1
Company Cam
Integrations

1
Stack
Integrations

1
Dashboard
Feature Suggestions