SWELLEnterprise Roadmap

Widget sizing

To be able to let dashboard widgets take up more space. Between one and 3 columns or more. This way some widgets can be wide and take up more space wile others that require only one column can remain small. We get to choose how to place the widgets and how many columns of space they take up on our dashboard.

TImeline view on client portal

To be able to add notes in timeline view on the client portal side similar to the way the built in note taking app functions in the client record. This would be viewable by the client as an ongoing record of work being performed. It can auto update or we would be able to manually add things to it.

Client, Lead, Contact dashboard

(1)Adding more info on the dashboard of clients, leads and contact more info would be very helpful. For example I would like to see the following in on line: Name, email, phone, date created, tags. (2)And including a FILTER section would be awesome. Filter examples: by tags (has tag, does not have tag), score, owner, campaign status, updated date, last contacted, country, *other custom fields.
Thank you.

Advanced FORMS and Surveys

Ability to create all kind of surveys. Add more form options like multiple text fields for clients to input, add jump logic, ability to group form items. SoGoSurvey.com do a great job on this.

Make tags in client list clickable as a filter.

When we click on tags in the client list we are taken to the individual record. It would be nice if when we click on a tag, it filters the list by that particular tag.

Auto populate tags in client list search bar

For when we begin typing a tag into a client list search bar lists of tags that match the letter show as a select option.

Social media integration

Hi all! Is it possible in the future where we can integrate with Facebook, Twitter and linked in? Say for example, taking care of customer queries by comments, uploading statuses and creating tickets inside the task module. It’s just an idea I had now. One of my tools, is another type of CRM which does this.

Also, this would be great to have rich, social profiles of your clients inside of swell

Social media integration

Hi all! Is it possible in the future where we can integrate with Facebook, Twitter and linked in? Say for example, taking care of customer queries by comments, uploading statuses and creating tickets inside the task module. It’s just an idea I had now. One of my tools, is another type of CRM which does this.

Also, this would be great to have rich, social profiles of your clients inside of swell

Ability to add notes without title

Would be nice to be able to add notes without having to think of a title for each note. Sometimes we just need to capture random things before we forget.

Airtable kind of feature + Parabola.io

Hi Swell Team !

It would be amazing to create/update/ trigger/action data in table. Like Airtable.
Tables and automations are a good combinaison.

Do you know the SAAS solution “https://parabola.io/ ?
What do you think about giving to Swell the ability to manipulate API and sheets beyond Zapier ?

All the best
ben

Request A Feature

Have something in mind that we are missing or that you would like for us to expand on?

Feature Request