Customer Suggestions

As a user in a Manager role, I want to disable the Agents' ability to see other text messages. Currently they can filter their own and others.

Option to encode the 'mailto:' implementation of email addresses to cut back on receiving spam emails due the email addresses listed on the site.

As a client with a Forge website, I'd like to see content available for e-bike insurance that can be added to my website.

The ability for a customer to be directed to a payment portal upon accepting a proposal is vital. This feature should allow customization for different payment methods to accommodate each user's needs.

It's essential for our team to receive notifications when a proposal is viewed. This functionality supports our follow-up strategy, enabling timely and relevant engagement with clients.

We need a clear and direct call to action for customers to accept proposals after viewing. This is a crucial step in our sales process that significantly influences conversion rates.

As a user, I would like to see communications being sent out in the next weeks or months in the Outbox to make it easier to keep track of upcoming campaigns, rather than going through each individual one.

As an Epic user, it would be nice to have a different version of the email (containing a unique link) based on who the lead is assigned to in one single pipeline rather than creating multiple for each agent.

It would be great if we could upload a CSV file when sending a Broadcast email to include contacts on an account that don't integrate with Fuse.

As a Hawksoft user, it would be nice to have a feature in the Outbox that shows all sent emails rather than just those sent in the past 48 hours. This would be great to use as some kind of activity report to give our agents a heads up on what correspondence have been sent from them.