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We need to be able to add leads to a campaign, make a note, or send an email from the tasks screen

Another example: Send lead a video on market trends. It would be great if you could select ALL leads assigned this task and send a bulk email from the task screen. Right now I need to go into each profile and send them one of my saved videos. It's...
Tia Lake about 1 year ago in Tasks 0

AI Assist link from main menu

Imagine an enhancement that places the power of AI at your fingertips with just one click. What if we add a direct link to our advanced AI assistant in the main menu? This would simplify navigation and boost efficiency, harnessing cutting-edge tec...
Mark Paris about 1 year ago in AI Assist 1

Edit campaigns in organization library

For Donated Campaigns: It would be useful to be able to edit them, and have those edits automatically update the version available to those in my organization. This would prevent additional work and make sure everyone has access to the most up to ...
Todd Sumney about 1 year ago in Campaigns 1

Variable for Office Addresses or meeting locations.

I have 3 offices. By adding a variable, I can have an email or text confirming my next meeting location.
Mark Paris about 1 year ago in Campaigns 0

Add a Cumulative days counter showing the total amount of days in the length of campaign if all steps are completed

If step one happens in 0 days, step two hans in 7 days, step 3 happens 30 days later that total campaign would have 37 cumulative days pf
Mark Paris about 1 year ago in Campaigns 3

Microsoft integration appointment synchronization with Brokerkit

No description provided
Brokerkit Product Management about 1 year ago in Appointments 0

Capture email replies

The scope of this idea: Logging of replies to emails in BK and/or emails sent via the user's email client in BK This idea covers this via the method of using BCC addresses in emails to log them Note that there are separate ideas below to sync emai...
Brokerkit Product Management over 2005 years ago in Emails 0 Planned

Agent alerts on listing related events (new, pending, contract, closing,...) via Relitix integration

Capture listing-related alerts (new listing, new pending, new contract, new closing) for listings for agents in Brokerkit using the Relitix integration. View the alerts for an agent in recruiting or retention in their contact profile. View new ale...
Brokerkit Product Management over 2005 years ago in Campaigns Triggers / Relitix Integration 2 Planned

Engagement-based campaign triggers (email, text)

Allows automated follow up on engaged contacts
Brokerkit Product Management about 2004 years ago in Campaigns Triggers / Dialer / Emails / Texts 0 Planned

Create Appointments in Retention

No description provided
Brokerkit Product Management over 2005 years ago in Appointments 0