Customer Suggestions

As a user, I'd like to receive email notifications about leads within the Pipeline that have approaching and/or past due dates.

As a user, Ii would like to be able to capture clients information via IP address and auto-send an email.

As an Epic user, I would like the ability to view policy expiration dates when exporting a segment, particularly when the segment is defined by an expiration date.

As a user, I would like to see improvements to Fuse's campaign analytics. When I send out a broadcast to 5,200 clients, I need to be able to download a spreadsheet showing me who opened it, who unsubscribed, etc.

As a client with a Forge website, I'd like to have a service where we can automatically post features such as Clickable Coverages, Video Library videos, and other content regularly to our social media platforms. Currently, we manually have to copy the content from our website and then go to our social media platforms to post. We'd like to schedule these posts through the platform and have them post automatically.

I have a couple requests. I'm coming from a point of view of trying to enhance this product becuase it will help all producers greatly (including me :) ... I have worked with Pipedrive and Insuredmine extensively and our agency is now using FUSE CRM. It would greatly enhance the functionality of FUSE to see the following. 1) Pipeline View - The main pipeline view could have smaller Card/Deals in order to see more on the main page, currently I can only see 4 per column. (as much in view of the "total picture" as possible helps to see the overall landscape of what a producer is working on ) 2) A search link for prospects (instead of having to scroll through pipeline) For example, I would want to search for Jon Smith and have it appear instead of scrolling through hundreds of cards. 3) More details included on main Card/Deal Tab beyond just the account name (i.e. effective date, main contact name and contact info) - For quick glance without having to open the whole card. 4) Add the option for future tasks (including a separate page where all tasks are stored). With other Pipeline CRM's these tasks are generally color coded to show (past due, Due today, and future tasks) 5) Attachment of emails to a Card/Deal so that it's all stored in one place. Thank you so much for your consideration on these things. I"m sure you get requests a lot but I truly believe that your Pipeline becomes 10X more useful if these minor changes are included. Jordan Isaacson

As a user, I would like a simple, automated way to more easily track the results of my cross-sell campaigns over time. For example, I would like an easy way to see, (1) from the time I launched a cross-sell campaign until a certain date or length of time after that, (2) how many people have been sent each step in the campaign, and (3) how many have purchased the kind of insurance I was cross-selling them on.

As a Fuse user, I would love to have more flexibility for what notifications I receive. For example, I do not want to get emails for every Broadcast/campaign that was launched but someone else might.

As a user, it is my goal to be able to gather cell phone numbers from form fills on Forge, with the Hawksoft integration, and bring them into Fuse texting more seamlessly. Currently, the integration requires an additional step within Hawksoft, that is updating the numbers gathered from the Forge form fill to read as cell phone numbers in the AMS. It would be ideal if there was a way to natively have those numbers read as cell phone numbers, for easier use within Fuse Texting.

User would like the ability to pull Policy Numbers listed on accounts when exporting segment lists.