Automated Actions: deadlines are calendar days NOT working days. FIX this, please. AND/OR at least let the company determine working days vs calendar days.18 votes
Be able to set automated emails/texts/tasks in the future...
i.e. for a specific client I talk to I will add them to an email drip to hear about a specific topic for next 6 months...
So if I add a new lead and it matches a criteria it will text/email them with a saved template
Then will give me a task to call them 3 months later to follow up. .7 votes
More automated actions (only really tasks available at the moment)...
Automated action, task based on the loss/unqualified/won reason, if tag present, deal stage etc
Also automated send of template email would be great4 votes
I have a trial subscription and am really liking Base CRM. There is a feature that I think is crucial and is currently missing.
When creating tasks in automated actions, you can not choose a specific date (e.g 30/06/2018 at 1:00pm). I find this very frustrating as my service business needs to contact certain clients on specific days of the year.
Would you be able to add this feature?
I am happy to pay if it would mean we can add this feature.
Thanks in advance.
Ben Wieland.3 votes
For the Reach Email Sequences, it would be very helpful if you could take a saved sequence, duplicate it (like you can do a smartlist) and add/delete an email and then save as a new sequence. Right now, if you try to do that, it replaces the sequence which is not helpful. Now we have to completely rebuild each sequence. If there is a way to accomplish this, please let me know.1 vote