I'd love to use more email template sent out from the CRM, but the formatting is so basic that they do not look very professional, or in some cases quite a lot like spam. This reduces the use case of features like pipeline automations when we're n...
Telephony (web-based TAPI) integration with RingCentral or AirCall or Twilio
RingCentral and Aircall are both well-established web phone systems with good API's and existing models for CRM integration... that would mean (in theory) integration isn't too hard to deliver.
Twilio perhaps via standard API's or via flex
Allow you to report on Goals and if they've reached their targets rather than looking at the Goals page and clicking 'View Performance' once by one on each Customer
A customer has suggested that quotes are classed as an active engagement. The argument being if we've logged a quote for them they must have at some point been engaged in order to request the quote.
Quote document merge fields to respect decimal points configured for custom number fields in CRM
Currently, if you configured the decimal points for custom number fields in CRM and use their merge fields in document template, the generated template will not populate the expected decimal points. It will be great if the Word merge fields code c...
Integrating with additional payment gateways like Authorize.net would allow for sales people to collect payment for orders prior to shipping, which is common for CPG sales in the US.
Dynamically Create Report Then Send With MailChimp
If you wanted to send a specific report to customers, for example a list of all items they have ordered, there should be a way to integrate the report to a mailing system like Mailchimp and at the press of a button/a scheduled event trigger, it ca...
Ability to Set a Default Contact for Quotes/Orders
It would be useful to be able to mark one contact as the default so when quotes are raised against the company, it defaults to this contact for communication.
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