LeadSimple Blog

Q3 2021 Product Highlight Reel

It was a full quarter! We released Inbox to a select group of beta testers, added several highly requested features, improved the user experience, and made speed improvements.

We've been working hard to make LeadSimple meet more and more of your needs in Q3. Check out the updates, and don't miss the game-changing new features that are coming down the pipe! 👇

Inbox Beta! 📥 ✨

Our newest module, Inbox, is being used by our first group of beta testers now!

Inbox is a shared inbox tool that streamlines inbound communications with your leads, owners, tenants, vendors, buyers, sellers, between all your communication channels.

The shared inbox features allow teams to collaborate on communications and consolidate communication channels for customers (shared email addresses / phone numbers).

Inbox is unique, it's more than your typical shared inbox tool in that it is consolidated into the LeadSimple ecosystem, combining your tools for process management, sales & CRM, and shared inbox alongside all your owner, tenant, and property data. This removes the separation between your customer data, processes, properties and your communications.

Here are some of the benefits:

  • Your team will have fewer systems to use
  • They'll have to switch contexts less
  • It's one less system for new employees to learn
  • Customers will get faster, higher quality responses since all the customer data is easily accessible by your team from any conversation in Inbox
  • Call, email, & text channels are consolidated into one system

For managers, 

  • You have a birds-eye-view of all communications
  • Your team makes fewer mistakes
  • Your customers are happier and more likely to refer you business

Have questions about the Inbox? Send them to our Product team at beta@leadsimple.com.

Track first response within office hours

Now your first response time will be tracked more accurately! You can customize these hours under Settings > Pipeline Settings > Notifications & Routing.

See leads who are waiting for a reply

Customize your lead dashboard columns to show "Last Touch Direction" and "Last Inbound Touch" so you can see which clients/leads need a reply.

Use team role merge tags in templates

Add team role merge tags to email and text message templates to give your clients the contact info of their point of contact during a process.

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See the total number of doors on your lead/client dashboard

Ever wondered how many total doors (properties) you brought on last quarter? Do you stress over how many doors you might have lost last quarter? While you could view these metrics on the Closed Business Report already, we added them to your lead dashboard as well so you can view them either as a statistic, or a column in the list if you want to see the number of doors a specific owner brought on.

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Customize default process names

Some processes are specifically for a property (e.g. property onboarding), but others are more focused on the owner or tenant (e.g. owner onboarding, delinquency). Now you can choose how your new processes are named to use either the property street address, or the owner or tenant name!

Task actions are more obvious

Now, the task action button is on the left-hand side next to the check box. Some users had a hard time finding the action when it was on the far right of the task. Some would check off the task thinking that doing so would actually do the task (e.g. send the email template). We think this change will make it easier to find task actions and teach new users how to use them so that all tasks get completed correctly.

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Due dates are required when starting a process

Many tasks in a process are scheduled relative to the process due date, so if a due date is not set when you create the process, a lot of tasks could get scheduled for today instead of 30 days from now. Now, we remind you to set a due date for the process if you click "Save" before doing so.

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Search for leads, processes, contacts, and properties faster

When you activate the search bar, you'll see a short menu with options to search leads, contacts, properties, or processes. Just type your search term and use the arrows on your keyboard to select the option you want to search and hit "Enter". Give it a try to see what happens!

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Email threads are easier to read

We removed some of the extra info from email threads to make them easier to read (e.g. repeated information like the sender's name and phone number, email address, etc...). Now, they look more like the email threads you're used to seeing in Gmail so it's more intuitive.

Default saved views on new pipelines and process types

When you create a new pipeline or process type, you now have some default saved views that are already set up for you! This should save you time when you're setting up a new process or lead pipeline.

Scrolling improvements throughout the app

Previously, if you needed to look at the "Details" section of a lead or process to get information for an email you were writing, you would scroll down to the bottom of the page and then scroll all the way back up to continue writing your email. No more! Now the sidebar and main section of a lead or process scroll independently of each other so you can see all the important info at a glance.

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Performance and Speed Improvements

The softwares you use should be intuitive and easy to use, but they should also be fast. We dedicated several sprints in Q3 specifically to improving performance in search, the Tasks page, lead pipelines, and other areas of the app that require loading a lot of data.

Inbox will be our main focus for Q4 2021

We're very excited to launch the Inbox to our amazing customers and the world soon. To that end, we're ironing out the kinks with our beta testers and adding some awesome new features to get ready for that.

Inbox will be a game-changer. It will consolidate your shared inbox system into LeadSimple, alongside your CRM and process management tools, giving you:

  • A collaborative inbox so your team can respond faster, switch contexts less, and drop fewer balls.
  • A better customer support experience for your owners and tenants
  • A birds eye view so you can see and manage all customer communications under one roof

Product priorities are being established for Q1 2022

Over the next 3 months, we'll be preparing the projects and improvements for early next year. We'll keep you up to date on what's coming up as we constantly improve LeadSimple.

Want to make LeadSimple better?

Do you have an idea of how we can make LeadSimple better? We want to hear it!

Please leave your requests at feedback.leadsimple.com. We review every request and they, in part, tell us what we need to improve about or add to LeadSimple. Thanks for all of you who have contributed!


Looking forward to driving new heights of success for your business this quarter!

Author

Matt Berkompas

Matt is the Product Designer for LeadSimple. He helps prioritize the roadmap, design new solutions and improvements, and collaborates with engineering and marketing teams throughout the process. When he's not working, he enjoys cycling (road+gravel), family time, good books and spending time in the outdoors 🌲

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