This will help us serve our clients better and get them better results over time

Email broadcasts or "one off" emails that we can send out to our contacts or customers. Right now you must setup a campaign, then do a bulk request to send off one time emails such as a newsletter, or a client communication. This would allow i...

Since HL wants to cover the complete funnel (from the lead gen to the close), having the possibility to display Call Scripts during calls would be a giant step forward. If you or your client are calling leads from HL or you're set up with a Call ...

I basically want to have contracts built into the system. You could add a contract template and use all the contact merge fields and then get a signature on documents that are associated to contacts. A lot of existing CRMs for contractors hav...

The ability to auto create Zoom meetings when someone submits a calendar appointment

Have a standard email footer with unsubscribe and other things that are required by CAN Spam and other regulations.

Edit custom fields of a contact based on actions (Tags, opportunities, etc) - New trigger option. Example: a lead was generated from a specific ad: set custom field with the name of the offer. Then, we can send emails to the lead without havin...

Would love a tab on the client management side where we can upload training scripts, Sops, Procedures, so they can easily toggle back and forth when scheduling calls, making calls, following up, etc.

Everyone would benefit from an easy to use builder like Elementor Pro, this makes the process of rapidly building client websites super easy and even novice clients and VAs could manage it easily and make edits to it. No more hard coding inline st...

On my phone text messaging app, I have the option to schedule a text. So for instance, if I read a text late at night, I'll schedule it to go off in the morning after 9am or something. I think this would be super handy so that we can manually sche...