Customer Requests

I'd love to be able to create a process that has multiple properties on it. For example, if Owner Bob has 10 properties, I'd like to have a process that pulls in information about the 3 of his properties that are vacant and run one process with all 3 properties together, rather than having to run the same process 3 times.

Currently, in the Workflow Settings for each process stage, we can limit communication to specific days of the week and hours of the day (see attached screenshot). However, there is no option to exclude specific dates, such as holidays. We are requesting an enhancement to the Workflow Settings that allows users to: Blackout specific dates (e.g., Christmas Day, New Year’s Day, July 4th) so no email or text communication is scheduled to go out on those days. Optionally select custom blackout dates per process or globally (for franchise-wide holidays, regional observances, etc.). Prevent task due dates from falling on those blackout dates as well. Why This Matters This feature would help us: Avoid sending automated drip campaigns or transactional emails on days our office is closed. Respect investor and tenant preferences during holidays. Prevent team confusion or missed task follow-ups due to misaligned due dates. Currently, we rely on manually turning off automation or rescheduling tasks—an error-prone and time-consuming workaround. We believe this addition would benefit not only Real Property Management (RPM) franchisees but many LeadSimple users managing customer communication workflows year-round.

In a lot of cases you could have multiple people assigned to a certain task. We would like to see that we can assign a task to a group of people and when the first person completes the task, it will be removed from the other people's task list.

Allowing custom Lead fields to be used in conditions for tasks in process will unlock the ability to deliver higher customer service. Example: Lead custom field: New Client, then a task to follow up call after onboarding for check in. Task to call 15 days prior to their first unit turn etc... Lead custom field: Have they reviewed = no, Task to ask for a review after successful leasing event. Lead custom field: Client satisfaction score 1-10. Task: if score is = to or less than 7 task to call at end of process to check in. There are a lot of use cases for this feature that will help care for current clients. The ability to have these fields stay with the owner so that that carry through the processes would be highly valued. The CRM is great for tracking and caring for prospective clients and we would like to cater to our current clients better with the system.

Please add Sent and Drafts to the inbox.

Since there's an app version of the phone. It would be useful to also see SMS messages in it rather than having to switch to another window. I also wish it would support sending/receiving larger Images & videos even if it's in .3gp format.

I need my leadsimple number to show up as my number when emailing potential clients and not my personal number

Currently we can only add email attachments from "My Computer" ---> It would be nice to be able to add attachments that have been uploaded to the process record in Leadsimple.

Need a feature to blast a one-off email to all leads to inform them of a one-day only promotion