819 results found
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Sync Spouse Information (Address, Tags, Email, Phone, etc.)
It would be great when you add a spouse to a contact for their home address to copy over to the spouse and the tags as it is double the work currently the way it is set up. Thank you!
19 votes -
Notification for Unsent Texts via Twilio
It is really hard to keep track of texts that fail without checking each contact on your database. If we had this option, we could look into using alternatives for those contacts. There are also issues where there is no error messages on why it did not push through.
19 votes -
See if contact is opening email from the Contact Page
It would be great to see if a contact is opening or clicking on emails (for each email sent) from inside their contact.
18 votes -
Email canva html
The ability to upload to command email designs a downloaded newsletter design from canva as a html.
18 votes -
Assign SmartPlan Task Steps to Specific Team Member
It would be nice if some tasks could automatically be set up for the admin team to do. Currently only assignee or rainmaker are options.
18 votes -
Notifications for Individual Tasks Due
Currently, command mobile only sends out a task summary push notification for the day. Example: "You have 5 tasks due today and 10 tasks overdue"....
Would love to have a task push notification go out for individual tasks that are due by a specific time. Example: "Send Bob a confirmation call/text to confirm your meeting at 2:30pm today. Due at 10am"
18 votes -
Prioritize Preferred Contact Method in Contact Record
preferred contact method should be where the phone and email are entered so can immediately see what client prefers; having to scroll down is tedious--you're just not going to do it for every person you meet; plus they may get annoyed if you contact them the non-preferred way and that strains the relationship (weren't you even listening when i told you not to * but instead to *) Anyway, would like to see it in the main 'box' for the contact
18 votes -
Command Calendar (Synced to External Calendars)
A calendar within command that can sync to our external calendars, icloud, google would be amazing
18 votes -
AI email, text, call script
Compose AI- Ability to have AI provide a text, email, or conversation guides for calls based on contact information, notes, social, etc. This would be great in Command and Command MC.
17 votes -
Edit the 'Notes' Associated with an Activity
When adding an activity for a contact, you are able to add your notes associated with that call, text, mailing, etc. However, you cannot edit those notes once the activity is saved. So if you make a mistake you cannot undo it.
17 votes -
email lists
Can we update the way we scour through the email lists? Having to load 100 at a time, then have to wait for next 100 and have to return to the top each and every time to do anything is a waste of time.
17 votes -
Custom Merge Tags for SmartPlans
Would love the option and ability to create/name custom merge tags within smartplans. That way we can build out text messages and emails that auto-populate that aren't restricted to names and phone numbers. Fields for "lender name" or event "escrow officer" would be good to have on hand during live transactions. This is a feature I have seen executed within other CRMs and I think it would be a good asset to have within Command for agents.
18 votes -
Bulk Actions (Complete, Delete, Add Assignee, Add Note, etc.)
When you have several contacts that come up for the same task, like "send an email" it would be great to select them all from the Task Bar and Bulk Send the Email.
17 votes -
Calendar integration for Opportunity Key Dates
My Operations Manager had a great idea today: Calendar view on Opportunities. (So if you're trying where everything is within a week/month timeframe, it's easier to view.) Sync with Google Calendar too.
17 votes -
Combine Contact Spouses on Mailing Labels with One Last Name
When doing labels print only the last name of the couple once unless one of the parties has different last name. Example Joe and Jane Smith not Joe Smith and Jane Smith
17 votes -
Customize Landing Page Lead Source
I have an innovative concept that could benefit both fellow agents and my own business. At present, the KW Landing Page operates as a centralized system that accumulates all new leads without distinguishing their originating landing pages. As a result, the full potential of Command is limited. It would be highly advantageous to have the ability to personalize the source for tracking purposes and to access additional functionalities.
For instance, if I generate a landing page for my builder and wish to monitor leads generated from that particular source, the only feasible method currently available is to filter by source…
17 votes -
Commission Cap Tracking to Dashboard
This needs be on the dashboard, not buried in the Profile menu. The agents have a hard time locating it there, and it is a key business insight for them.
Please do not close this again with: Hi there! You can now track your cap progress in My Profile under My Affiliations > Compensation. :)
That defeats the purpose of the suggestion.
16 votes -
Include Team Emails in Email Reports
Teams would like a way to view more detailed email analytics for team members. Say, one agent sends out a SmartPlan through their Team SmartPlan account, the Rainmaker should be able to see those analytics instead of only the emails sent out from their account. Currently, the email metrics will show from that particular account. There is not a team email metrics at the moment. Basically there needs to be a 'Teamified' Reports applet.
16 votes -
Bulk Remove from SmartPlan(s)
There's no way to remove smarplans in bulk from specific contacts. We have a team of agents that use the team command and one of our agents wants one of the smartplans removed from his team contacts but the only option is to do it one by one (there's over 2,000) or remove the smartplan for all the agents team contacts, which is not a real option. Thank you!
16 votes -
Ability to Pin Note to Top of Notes Tab
The ability to pin a note to the top of the note page that has important information in it that you can quickly see without searching through the notes for it.
16 votes
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