74 results found
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6 votes
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2 votes
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Once a Smart Plan concludes, can it send us a notification?
Once a Smart Plan concludes, can Command be programmed to send us a notification?
2 votes -
Smart Plan Preview
When you are searching SmartPlans, there should be a way to preview them before clicking on "add to library." It seems very cumbersome to have to add it to my library, click edit, click preview, just to find out the SmartPlan was not what I thought it was.
1 vote -
AI options with Gmail (KW Email)
Utilize Gemini (Google AI) or KWIQ with KW email
11 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.
17 votes -
3 votes
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Edit Home Anniversary and Birthday SmartPlan Steps
Currently I can not add or change to this smart plan and I can not create my own smart plan that is driven by the home anniversary date on the client contact card.
12 votes -
Smartplan Favorite Authors
The ability to subscribe or favorite a Smartplan Author and be notified when that author publishes a new Smartplan!
Ex - Kimber Walton publishes so many great smartplans - I'd love to be able to favorite Kimber and be notified when she adds a new published Smartplan!
1 vote -
support button
Please move or make it moveable the support bubble/button on the bottom right of the screen. When I am editing smart plans, it covers the "cancel/save" words.
1 vote -
Assigning Other Team Members to Smart Plan
You are not allowed to assign other team members to a smart plan other than the contact assignee or rain maker. We have TC's on our team that we use the task for and it cannot directly be assigned to them. With the occurring task throughout the transaction (re assigning a contact) in the task bar everyday is not efficient.
5 votes -
Email on KWRI BDay Plan
add the ability to send a customized email on KWRI BDay Plan Smartplan . I would like to send vouchers and invitations as a gift
2 votes -
monthly neighbourhood smart plan
we need more and recent neighbourhoods uploaded into the "neighbourhoods" box so this information can correctly send out the Monthly Neighbourhood smart plan...
1 vote -
Add SmartPlan Steps: Add Tags, Remove Tags
Create a SP step that either adds or removes a tag once the step has processed
8 votes -
Allow Minute/Hour Delays between SmartPlan Steps
I would like to suggest adding the ability to set minute and hour delays between steps in SmartPlans. This feature would greatly enhance my marketing outreach by allowing me to send a series of texts with specific delays between each. For example, I could send an initial text upon adding a lead to a SmartPlan, then delay 5 minutes to send a second text, and delay another 3 minutes to send a third text, and so on. Additionally, it would be beneficial to combine these minute/hour delays with the existing time-of-day settings; a good example: enabling a sequence of texts…
6 votes -
Option to Receive Copies of Sent Smartplan Emails with Personalized Details
When using custom Smartplans like birthday greetings, there’s currently no way to receive a copy of the exact email sent to contacts. While creating a test contact provides a preview, it doesn’t show the personalized details (e.g., the recipient’s name or merge tag content).
Request:
Please add an option to automatically send a copy of each Smartplan email to the user or a designated email address.Desired Outcome:
This feature would allow users to:Verify that personalized details are accurate.
Keep a record of sent communications for reference.1 vote -
Smartplan and contacts
In the search filter for contacts,
How can I filter the contacts who had the smart plan in the past and not current? Could you add a filter please? I understand that i can find it in the activity, but with 800 in my database, that's a lot to go thru. This is to avoid repeating the smart plan on the clients.
Or if you cannot delete the smart plan under the smart plan section , even if it's completed.4 votes -
2 votes
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2 votes
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Export Smartplans and the content
To be able to export & download smartplans and the content
1 vote
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