73 results found
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Immediate Need to Resolve URL Pre-Approval Requirement
I am reaching out to express my serious concern regarding the new requirement to pre-approve URLs in all emails and texts. While I understand the importance of ensuring system security and preventing phishing, requiring us to manually pre-approve URLs in every communication is an impractical and unsustainable approach. This workaround is, frankly, a disruption to our business processes and an unreasonable expectation for users in the long term.
The need for security is essential, but this measure places an undue burden on us that hinders productivity and undermines our ability to use the CRM effectively. We expect our CRM provider…
1 vote -
Remove Trigger: Lead Claimed by Agent
agent would like to trigger the smartplan until the lead has been claimed.
4 votes -
Make Stagger Start Field Typeable
As an agent, I want to bulk add contacts to a smartplan yet I want to stagger their start. If I am adding 200 contacts to the smartplan and want to stagger 20+ per day, it is not helpful to have to click the up arrow 20+ times when I could type directly into the field. This would allow me to easily add people in just 2 clicks!
3 votes -
AI options with Gmail (KW Email)
Utilize Gemini (Google AI) or KWIQ with KW email
2 votes -
Select Dates you can schedule Quarterly Call Smart Plan
My Quarterly Call Smart Plan to be editable regarding which days it schedules the calls for. If you don't want calls on weekends or if you take specific days off during the week so you do not get a pile up in your missed calls and focused on your call days.
1 vote -
Make smart plans easier. Move edit window off the side
In the New smartplans the typing window on the right side makes it way to small and hard to work with. Can this be moved back to the middle or at least able to expanded to take up more of the screen. This would be better that 75% of the screen being blank space.
2 votes -
SmartPlan Email Preview
Two things: Can we have a "view" button so we can see what our smart plan emails are going to look like? And can we select spacing? I can't single space my signature block and it looks amateurish double spaced.
4 votes -
Adjust Header and Footer for Neighborhood Nurture
currently, the monthly neighborhood snapshot Smart Plan (a KW developed Smart Plan) provides both a header and footer, but the format is not professionally presented and is not adjustable.
5 votes -
Add Agent Branding to Neighborhood Nurtures
When we send the link for neighbourhood update it will be super beneficial if you can add individual agent branding in the page the prospect click on
4 votes -
Can you send an email notification whenever our contacts interact with their neighborhood nurture or website?
I don't notice when a contact interacts with my neighborhood nurture, until I get back into that contact later. That is when I notice that they looked at a certain property and address. If we got notified separately, outside of command, it would let us know faster and we can act on the hot lead.
2 votes -
save search
Save searches should be enabled for all Contacts despite of them using the KW App. Just like Matrix, Flex, Brivity, Chime, Top Producer and other CRM's. As of now, if the contact does not use the App, the save search will NOT go out.
1 vote -
automatic transaction emails
Using smart plans as the property goes under contract and moves through the stages, the ability for command to email the transaction side (seller) status or reminders throughout the transaction
1 vote -
Add "cc:" Field to SmartPlan Email Steps
Please add a cc' field for Smartplan emails. We are currently unable to see outgoing Smartplan emails and would like the capability to see the email that was sent out.
5 votes -
Add WhatsApp to smart plans steps
When adding your contacts to smart plans and creating a smart plan it would be great if we could also add send a WhatsApp message as a step
1 vote -
AI Tool to Create SmartPlan from Reviewing Text
ChatGPT or other tools can create .txt or PDF files that are multistep touch campaigns. If SmartPlans added a function to read these files, import the information and create the steps it could save massive time and create a high level of scale to SmartPlans
2 votes -
SP - Add neighborhood
Agent would like to add neighborhood to a contact when they submit their info through a paid ad for a listing. This would automate connecting to the client to relevant.
Agent also mentioned wanting to take any bulk action on a contact (e.g. taging) via SmartPlans.1 vote -
Attach PDF to SmartPlans Emails
Under smartplans, we should be able to attach a document to a particular email. For instance, I have a smartplan set up where I wanted to send any prospective lead that comes in a Home Buyer's Guide. I should be able to attach the guide to the particular email I want it in.
6 votes -
4 votes
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Hold SmartPlan Start Until Lead is Claimed
When a lead is captured and comes into Command for teams it is owned by the Rainmaker. A smartplan then triggers immediately to start. Even if the lead routing is on round robin, and the lead gets assigned to a team agent, the smartplan initiates before the lead gets assigned... giving the initial smarplan tasks to the rainmaker instead of the team agent!
3 votes -
Calendar and Contact Date-Based SmartPlans
Over the years I have customized my 36 touch campaign. Included in my campaign are events and touches that occur the same time each year. For instance, I send out calendars each November and send holiday cards each December. I would love to create a Smartplan with my current campaign however not being able to choose dates on the calendar makes this difficult. I still haven't figured out the work around.
49 votes
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