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Seperation of Admin Accounts

In order to meet Cyber Essentials Plus standards user need to have seperate accounts for their Admin logins and normal user logins. Currently the only way to do this is to set up 2 user accounts, which would create an extra charge to be able to se...
Guest over 1 year ago in CRM App 0

Change wording of quote to order workflow buttons

Customers may like to change the words used on the quote to order workflow buttons to better match their company branding.
Guest over 1 year ago in CRM App 0

Record individual salespersons sales commission percentage in Prospect

Benefit both management and user and act as an incentive
Guest over 1 year ago in  0

Color coded pipeline status on Kanban mode

Customers want to have different color for each stage so it's easier to track the status and differentiate every stage in the pipeline.
Guest over 1 year ago in CRM App 0

Link to multiple lists in Klaviyo

Currently our klaviyo integration sends new CRM contacts that do not exist in Klaviyo into one list, which can then be sorted on the Klaviyo side and be further segmented based on the CRM data sent through as part of the sync. It would be helpful ...
Guest over 1 year ago in Klaviyo 0

Sync Tags from CRM to Klaviyo

It will useful if the tags set on contacts in CRM are also sync to Klaviyo which will help in filtering when sending new marketing emails/promotion.
Guest over 1 year ago in Other 0

Bulk raise quotes in a campaign

When a customer is running a promotion, they may have a specific basket or set of items that they are running a promotion on. Instead of emailing these to their customers and then raising each individual quote, it would be beneficial if they could...
Guest over 1 year ago in CRM App 0

Devote more resources to making your CRM platform faster to use!

Why is Prospect SO SLOW. Honestly. It's taking me hours just to bulk tag contact records? Any bulk change is so slow and the system does not update immediately (only after a refresh). If this isn't resolved soon i'm probably going to throw my comp...
Guest over 1 year ago in CMS App, Websites & eCommerce 0

Pop-up message when adding products to a quote

When adding a product to a quote, there may be certain things that a sales person would need to check. It would be useful for our users if we could present them with a pop-up that the sales person can use to confirm that they are adding the right ...
Guest over 1 year ago in CRM App 0

Product Items Plugin (Related Mode) to force must sell items

When you are purchasing an item that has been related as a must sell product there is no way in the CMS to force the user to buy the second product. We should add an option to allow the CMS to be configured so that any related 'must sell' products...
Guest over 1 year ago in CMS Sites 0