At LionDesk, we are serious about building tools to help you close more deals. Our team is constantly innovating and creating cutting edge systems that allow you to spend more of your time talking to the clients and less time wondering who and when to follow up with. With the new platform, LionDesk is faster, more customizable, and easier to use.
Our ideas come from two places: Our team and our clients. If you have any suggestions on how to improve the system, make sure to send us your suggestion by click on the link below:
What's in the New LionDesk?
The following is a list of LionDesk features and whether they are available in the old version compared to the new CRM. This list will be updated as new features are released.
Login to the new LionDesk here: https://crm.liondesk.com
| Feature Highlights | Old | New |
|
Drag and Drop Images to email |
N/A | ✔ |
|
Simplified Drip Campaign Creation |
N/A | ✔ |
|
Emails & Texts with Emojis |
N/A | ✔ |
|
Freeze Column Views on the Contact Table |
N/A | ✔ |
|
Advanced Contact Filtering |
N/A | ✔ |
|
Filter by Custom Fields on Contact Table |
N/A | ✔ |
|
Saved Contact Filters on Dashboard |
N/A | ✔ |
|
Save Favorite Fields in Contact Profiles |
N/A | ✔ |
|
Customized Daily Vitals |
N/A | ✔ |
|
Advanced Zapier Triggers |
N/A | ✔ |
|
Sub-Account Activity Reporting |
N/A | ✔ |
|
Multiple Pipeline Transaction Management |
N/A | ✔ |
|
Custom Transaction Management Types |
N/A | ✔ |
|
Add Multiple Contacts to Transaction |
N/A | ✔ |
|
Customized Transaction Types and Forms |
N/A | ✔ |
|
Customized Transaction Fields for Dates, Text and Numeric |
N/A | ✔ |
|
BrokerMint Transaction Mgmt Integration |
N/A | ✔ |
|
Facebook Ad Portal |
N/A | ✔ |
|
Enhanced Team Communication |
N/A | ✔ |
|
Auto Drip Campaigns |
✔ | ✔ |
|
Personalized Email and Text |
✔ | ✔ |
|
Video Email & Video Text |
✔ | ✔ |
|
Bulk Emails and Texts |
✔ | ✔ |
|
Shared/Published Campaigns |
✔ | ✔ |
|
Custom Phone Number |
✔ | ✔ |
|
Text-2-Sell |
✔ | ✔ |
|
Dynamic Contact Filters |
✔ | ✔ |
|
Static Contact Lists |
✔ | ✔ |
|
3rd Party Lead Aggregation |
✔ | ✔ |
|
Task Management |
✔ | ✔ |
|
Transaction Plans and Workflows |
✔ | ✔ |
|
Click to Call |
✔ | ✔ |
|
Document Management |
✔ | ✔ |
|
Recurring Tasks |
✔ | ✔ |
|
Reporting |
✔ | ✔ |
|
Gmail Sync |
✔ | ✔ |
|
Google Contact Sync |
✔ | ✔ |
|
Single Line PowerDialer |
✔ | ✔ |
|
Multi-line Dialer |
- | ✔ |
|
Outlook/Office 365 Integration |
- | ✔ |
|
Two way Google Task Sync |
- | ✔ |
|
Advanced Recurring Text Scheduling |
- | ✔ |
|
Advanced Recurring Email Scheduling |
- | ✔ |
|
It's Faster |
- | Lots Faster |
*This is a living document. Subject to change at any time. - last updated 11/04/2020
If at any point you get stuck, we're here to help via:
Phone 760-501-8582, Email support@liondesk.com, and LiveChat Mon-Fri 7am - 5pm PT
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