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! 👇
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:
Have questions about the Inbox? Send them to our Product team at email@example.com.
Now your first response time will be tracked more accurately! You can customize these hours under Settings > Pipeline Settings > Notifications & Routing.
Customize your lead dashboard columns to show "Last Touch Direction" and "Last Inbound Touch" so you can see which clients/leads need a reply.
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.
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.
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!
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.
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.
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!
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.
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.
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.
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.
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:
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.
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!
Sales doesn't have to be an afterthought, and your processes should be automated. With LeadSimple, you will have a seamless handoff between sales and service teams, and help you turn cold prospects into raving fans by delivering a great customer experience.