SalesPype Feature Requests

This is your opportunity to submit your ideas to SalesPype and allow your peers to vote on it. We regularly review all ideas for inclusion inside our platform.

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2 Vote

Clone Pipelines

The ability to clone pipelines

Created 7 Jan 09:46pm by Mike Gomes

0
8 Vote

Invoicing Feature

Add the ability to send invoices from SalesPype. The capabilities to list line items, licenses, and consulting hours and bills directly from the system would be there for us and our clients.

Created 7 Oct 02:12pm by Jeff Grimm

1
8 Vote

Add an E-Sign Feature

Add an electronic signature feature or integrate with a esign provider.

Created 7 Oct 02:09pm by Jeff Grimm

0
7 Vote

Calendar Sync - Two way Calendar sync with Outlook

Clients can seemlessy manage their Calendar within and outside the platform.

Created 16 Oct 04:04pm by Sulten Gomes

2
1 Vote

Success / Error Dialog Box

Hey feedback for the system - the success dialog box should not be a modal dialog box. It should be a just an informational div or non intrusive element on the top of the screen. I am doing a bunch of things and that dialog is a nuisance.

Created 6 Jan 07:54pm by Shawn Bure

0
1 Vote

After Hours Auto Texting Reply

We will be adding customers to the funnel after hours with Zapier. If the customer replies to the text. We like a auto text back feature that says " We are currently closed with be back at 8 am"

Created 30 Dec 09:05pm by Guest

0
1 Vote

Add Client to Marketing Campaign

I would like to have the ability to add a client to a marketing plan either during the new client add process or when I click on client details.

Created 27 Dec 03:30pm by Guest

0
3 Vote

Change Order / Delete Pipelines

It would be nice to set a new Pipeline as default under the Deals tab (i.e. no need to use dropdown). Could also be accomplished by being able to delete Pipelines to force the desired order.

Created 29 Oct 08:02pm by Guest

1
1 Vote

Add email subject line to campaign email header

When building a campaing have the ability to quickly see the flow of email subjects in a campaign would be extremely helpful. See video for details. https://www.loom.com/share/448330025a344543b5472a31497e769a

Created 23 Dec 10:10pm by Mike Brenhaug

0
3 Vote

Add "Remove People From Campaign" option on contact list screen

There is an "Add People in Campaign" option but not a remove option.

Created 23 Oct 08:35am by Dania Walton

0