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Custom contact properties/fields

Ability to create custom fields/properties for contacts Ability to filter in searches on the custom properties
Brokerkit Product Management 11 months ago in Contacts / Filters and Search / Recruiting module / Retention module 0

Ability to CC/BCC secondary email address(es) in emails (direct, bulk/blast, campaigns

Ability to add one or more email addresses into cc or bcc on campaign email steps
Bruce Campbell over 1 year ago in Campaigns 3 Planned

filter by "This Day" in the activity report

To be able to filter by "This Day" in the activity report to see what my team has done during the day.
Guest 3 months ago in Dashboards & Reports 2

Labels for Bulk Emails

Ideally it would appear in the Bulk Email creation popup, just a simple button to Add a Label, then it would be available in the Labels category of Advanced Search. It would function exactly as a Contact Label, but apply to the email instead of th...
Guest 6 months ago in Emails / Labels 1

Notification when contacting a Landline

I have a lead whose number I can't reach because it's a landline. I'd like to receive a notification to correct it.
Guest about 1 month ago in Texts 1

switch email to main when new email added after match on agent ID with different email

Brokerkit Product Management about 1 month ago in Data file imports / Relitix Integration 0

Campaigns 2.0 toggle UI improvement

N/A
Guest about 1 month ago in Campaigns 0

Follow agents for data updates/agent alerts when not in import queries

I need this feature to be able to maximize the use of the platform, as I use a hybridized recruiting strategy where I get leads from multiple sources, and not all of my relationships will originate with an import query.
Guest 3 months ago in Relitix Integration 3

Agent alerts campaign trigger

A campaign trigger that can trigger campaigns to start or stop based on Relitix agent alerts Here is the idea to add Relitix agent alerts, which was already shipped in Q4 2024
Brokerkit Product Management 11 months ago in Campaigns Triggers / Relitix Integration 4

Log agent end date in retention to track attrition

When an agent leaves and you are moving tthe agent in retention to either archive, recruiting or affiliate then it allows you to send an end date on the agent tenure with the brokerage to enable attrition tracking and reporting
Brokerkit Product Management 4 months ago in Retention module 0