Pipeline enhancement (based on other Sales Pipeline tool features)
J
Jordan Isaacson
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
Log In
Lucas Jans, VP of Product
This is great feedback, thank you Jordan Isaacson. The product team is working through a number of improvements to the Pipeline now and will dig into this next!
J
Jim King
All good suggestions. Thank you for taking the time to bring them forward. I especially favor the Pipeline View if that could be done in the near term.
P
Peter Covill
Love this!!
J
Jen Wicks
Our agency has also used a couple other CRMs, and I think the above improvements, along with the ability to dictate which forms add prospects to a pipeline would greatly improve its functionality.