integrate true 2 way email sync with Gmail / Google Workspace and Outlook 365
A number of the better CRM out there have this. For example, Nimble and HubSpot CRM. If you email someone from the CRM, it actually send from that email program (Gmail or Outlook). Hence, it is recorded there. Likewise, if you send from the email program, it is also shown in the CRM, and tied to the contact record as well. This is true 2 way sync. It is very, very helpful. Mainly, no correspondence is ever missed! HIGHLVL-I-3834
Please add the ability to group text. Meaning text to many on the same thread vs one by one. Thank you.
separate SMS, Emails, Calls in the Inbox. Have tabs for each.
separate everything in conversations. Not everything in one inbox. Have maybe tabs for sms, another tab to see fb msgs, another tab to see only outgoing sms.
Ability To Export All Conversations In Account
This is essential for some buisnesses due to compliance, and also handy to simply have the conversations backed up.
GMail, Intercom, Outlook, etc. allow you to take a message (email, chat, social message, etc.) and snooze it to a future date in your inbox to remind you to follow up on it later while clearing out your inbox from the message that doesn't need responded to today. Would love this capability!
Schedule emails in Conversations Feed
I 'd love to be able to schedule an email in the conversations feed so if I happen to be working outside of business hours I can schedule it to land in their inbox when they wake up. HIGHLVL-I-5458
Ability to have a Rich Text Field for Task Descriptions
Change the "tasks" description field into a Rich Text Field so clickable hyperlinks could be added to it, and the ability to Tag other users in the account in the description so that multiple users can collaborate on a task.
Choose number to send SMS from
It would be nice to choose the number from which you send SMS messages from in the Conversations tab, in cases where your account has multiple Twilio numbers HIGHLVL-I-1535