1
This CRM seems like the all in one solution to be able to pair with AI. The only item its missing is an API with all endpoint that reach all throughout the system. VSCO has this but it is limited and the endpoints do not reach the emails.
General Feature0
1
I'd like for the ability to leverage smart tags inside of the Questionnaire tool
General Feature0
1
It would be nice to be able to import our equipment list which today is stored in a csv into the offerings tab so that we don't have to manually add them one by one.
Improvement0
1
On the project page can you add a filter for ’team members’.
General Feature1
1
I'd love a way to create/connect pinterest to create a mode board that I can then share with a client/lead.
General Feature0
1
It'd be nice to be able to download to PDF for notes to minimize the number of clicks (and time) it takes to grab a PDF
Improvement0
1
It'd be nice to have the option to clear out an entire timeline, so I don't need to delete each item one by one to start over from scratch.
Improvement0