LinkU Platform

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  1. Scripts for auto voicemails

    I'd love to re-record the voicemails in my own voice- but would love to have the scripts right there on the preview page. It would save a lot of time!

    1 vote
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    0 comments  ·  Automated Follow Up  ·  Flag idea as inappropriate…  ·  Admin →
  2. A never ending bi-weekly or monthly Real Estate Newsletter Campaign

    It would be great to have a never ending bi-weekly or monthly Real Estate Newsletter Campaign to automatically send to everyone in contacts. I've seen some CRMs that have this.

    1 vote
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  3. On every page of the dashboard their should be an ADD CONTACT button. Because that's what it's about...

    Adding a ADD CONTACT BUTTON wherever you are on the Dashboard, so I don't have to go into Manage contacts Everytime.

    1 vote
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    0 comments  ·  Control Panel & Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  4. Have the CRM track the homes a person looks at on your web site.

    When someone logs on to the website and searches for homes anything they click on should be saved to the contract in the CRM so we know what they are looking at. We can then set up a search more to what they are looking for.

    4 votes
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    1 comment  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →
  5. add a trigger to stop the campaign after lead responds

    add a trigger to stop the campaign after lead responds

    4 votes
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  6. Calendar Specified Dates to add into campaigns

    We noticed there are several holiday emails but I can't add them to any of our campaigns because I can't add them in for a specific date, like 4th of July, so the holiday emails basically won't work in any campaigns. It would also be nice if we could choose specific dates for Bday's, home purchase or wedding anniversaries, etc...Also, once you get to the monthly emails, there isn't a way to add an extra email/voice blast or sms when there is only 1 event choice in the month...maybe an added bi-monthly option might help keeping more engaged with the…

    3 votes
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  7. We need a task added for "end of campaign".

    We need a task added for "end of campaign". So we can add the task to the end of each campaign and then decide our next course of action

    3 votes
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    0 comments  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →

    We are working on this functionality now. You’ll have the options to loop a campaign, or move to a new campaign, stop it, etc.

    You can already add a task at the end of a campaign if you want to schedule manual intervention.

  8. Add the ability to setup contacts in LinkU on automatic email listing alerts via iHomefinder.

    If I am using IDX, I would like to be able to easily create a subscription for that contact to receive new listings that match their criteria.

    2 votes
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  9. 1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add an option to attach PDF's in the campaign email message settings for CMAs, etc.

    It would be nice to have the option to attach files such as PDF's within the campaign email message settings. This would be helpful in keeping the email correspondence in-sync in terms of appearance. Otherwise, I am left only the option to email a CMA separately from my email outside the LinkU platform and which would have a different appearance than my other campaign messages clients are receiving from me. This would simply help keep it all consistent in terms of appearance and feel.

    1 vote
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    1 comment  ·  Automated Follow Up  ·  Flag idea as inappropriate…  ·  Admin →
  11. Make it possible to copy the text messages to paste into the contact notes.

    I want to be able to copy text messages to put into contact notes to make keeping notes on contact easier for followup phone calls or emails.

    1 vote
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  12. 1 vote
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    0 comments  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add a pipeline view

    I currently use STREAK and love that I can see the pipeline view and create several pipelines for each category.....would be great if this was available.Thank you

    1 vote
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  14. In the contacts view, a space to add who the contact was referred by. If the referrer is in your contacts, it would link to them.

    I like to see who referred this client to me. It would be nice to have a spot to insert the referrer, and link to that referrer in the contacts view. Maybe even see how many times that referrer was referring someone.

    1 vote
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    0 comments  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add an email column to contacts view in CRM

    Add an email column to contacts view in CRM

    4 votes
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  16. Allow agents access to lead manager through LinkU Broker agent login

    Agents with the LinkU Broker package should be able to see the lead manager as one of the allowed admin areas to avoid having to use difficult third-party-CRMs.

    2 votes
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    0 comments  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →
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