SWELLEnterprise Roadmap

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.

updates to company logo

updates to company logo

Bug fix company logo Company logo broken on client portal

Bug fix company logo

Company logo broken on client portal

Integration with ClickUp

An integration with ClickUp would be amazing to allow for more detailed task management – https://clickup.com/

update

update

update sync

update sync

Import old emails against client/lead/contact records

As a new user we’re setting up all our clients/leads/contacts. But old emails don’t get pulled in to the records.

As you pull all emails in to the inbox feature, could you also pull old emails related to an email address against an old client/lead/contact and store them against that record?

As a continuous user this also works for new leads. If a lead comes in to my inbox, I’ll then set them up as a lead in CRM. But that first email won’t be stored as the record didn’t exist when the original email came in.

An alternative (possibly easier) workaround would be to provide a feature where you can select an email and choose to add it to a client/lead/contact record.

Multiple email addresses for a contact/client/lead

Some of our clients contact us from multiple email addresses. It would be great to be able to put multiple email addresses in to a client/contact/lead record and have that mail all track against that record.

All emails from any CRM user against a client/contact/lead

We’d like to be able to view all emails from any email address on our domain against clients/contact/leads.

Currently you can only see emails to/from your own email address (e.g. name1@domain.com).

We’d prefer to see all emails to or from anyone to get a full view of communications that client/lead/contact has had with anyone at our organisation.

This should include shared mailboxes, so name1@domain.com, name2@domain.com, hello@domain.com, accounts@domain.com etc.

SE-103 fix

SE-103 fix

Request A Feature

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

Feature Request