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Tie an opportunity to an order and automatically prompt to update/close the opportunity status

We would like to be able to tie an opportunity to a quote/order and have it so that when we place an order for a customer that it automatically closes the order, sets the close date and amount.
Guest over 1 year ago in Automation 7 Shipped

Use templates when replying to emails within the crm

It would be useful to be able to use the email templates within the crm within the reply to email menu. Customers could have quick reply templates set up for their customers
Guest over 1 year ago in CRM App 3 Shipped

Klaviyo integration!

Klaviyo would be such value add for us to see b2b and b2c customers through market emailing.
Guest over 3 years ago in Integration 6 Shipped

Do not set source to unknown on creation screen

We have recently received feedback from customers that when creating opportunities and problems in their workspace that the source field always defaults to Unknown. This field is required when creating an opportunity, but is often missed by the sa...
Guest almost 2 years ago in CRM App 1 Shipped

Adding Division/Company Name to Related Tab

When adding a contact to the related tab under a opportunity there are currently only 3 columns which are on display, 'Record', 'Relationship' and 'Comment'. Whenever you look at the related tab you can then only see the contact person, you do not...
Guest about 4 years ago in CRM App 3 Shipped

Add Quantity Available field to quote table

This would be useful so you can include it in emails to customers who buy products depending on the amount of stock available at the time. Currently the work arounds are a bit long winded like exporting a report each time they make a quote so woul...
Guest about 3 years ago in CRM App 3 Shipped

Turn off Most frequently ordered items

Would be great to have the option to turn off Most frequently ordered items.
Guest over 5 years ago in  20 Shipped

Enhance MailChimp integration to show when customer have been sent an email.

A customer has highlighted that the CRM doesn't record if an email has been sent out to a customer through MailChimp. You can see when they have opened the email but you cannot see if they have been sent it without going to MailChimp. Customer has...
Guest over 4 years ago in Integration 3 Shipped

Tagging via Bulk Update

It would be useful to be able to perform bulk updates at contact level in order to add or amend existing tags assigned
Guest over 4 years ago in CRM App 6 Shipped

Option to remove convert to quote prompt on an opportunity

Customer with more complex quoting requirements find that the convert to quote screen on an opportunity is misleading. This screen implies that the correct/best procedure is to convert the opportunity to quote. Some customers solely use sub quotes...
Guest 12 months ago in CRM App 11 Shipped