Feature Ideas
Submit IdeaFilter Contacts by negative values
Currently, it's possible to filter Contacts by Stage, Tags, etc. For example, I can select to filter Contacts > Stage > Stage 2 and see all those who are at that stage. However, it would really help to have a filter which will allow to see all Contacts who are NOT on Stage 2, for example. Or all those who do NOT have a certain tag, i.e. to use exceptions. Thanks
Iulia L0
Sort Contacts by their "Status" and "Stage" too
Currently, it's possible to sort Contacts by Name, Email, Company. It would be nice to be able to sort by "Status" and "Stage" too. For example, by sorting by "Status" it will be possible to see all Stage 1 in the beginning of the list (and then to see the increasing list).
Iulia L#Improvement 👍0
Native integration with Hubspot
A 2 way native integration with Hubspot.
Gary E#Integrations 🔗1
Add a tracker/progress bar for LinkedIn campaigns
Currently, it's hard to understand what stage the campaign is at: are all LinkedIn Views completed or not, how many prospects were transferred to the next step of campaign, etc. Any progress bar/scale that would show the progress of a campaign would be really helpful to see (at least approximately) how long you need to wait for a campaign to be completed. Examples of a progress bar are attached.
Iulia L#Improvement 👍#Deal Breaker 💔2
Separate invite limit from actions limit.
Give priority to invites over other actions.
Britt#New Feature2
Create Campaign without having to add contacts first
It is a lot more user friendly to first create the campaign and then add contacts after it has been setup
Andrew#Improvement 👍1
Add more Celebration Greetings for contacts with more that 1 active work experience
If a Prospect has 2 active jobs (i.e. on LinkedIn, more than one job is specified as "till Present"), this person will receive 2 identical messages congratulating them with Job Anniversary. This gives the impression that the message was sent by a robot. It would be nice to be able to add an extra text for each Celebration Greetings to be able to send different messages to the same person in case the system identified that he has 2 or more active jobs.
Iulia L#Improvement 👍0
Native integration with Zoho CRM, Pipedrive CRM
Currently, if you use Zapier to synchronize data from We-Connect with Zoho CRM, only default values extracted from LinkedIn can be synchronized. It would be beneficial to have integration with Zoho directly, enabling synchronization of additional prospect details, such as information added to We-Connect via Custom Fields.
Iulia L#Improvement 👍#Integrations 🔗0
Freshdesk CRM and Slack Integration
Native integration with Freshdesk CRM and Slack.
Gary E#Integrations 🔗0
Custom variables to campaigns API
Once a custom field is created in We-Connect and added as a custom_variable to a campaign - the ability to then push new leads and the values for the custom variable via the API.
Gary E#Improvement 👍#Integrations 🔗0
Apply Blacklist settings to entire team
I want my team members to use the list of blacklisted companies that I have uploaded too so that we do not all have to individually upload and maintain this list.
Conner T#New Feature2
Add filter option in messages to see those you did not reply yet
When running a campaign via Linkedin, its easy to lose track of who I've answered and who I did not. So it would be nice to filter all those in a specific campaign (already possible), AND those where I did not yet answer the message. Ie. currently I can filter by unread, but could easily have read a message without replying.
Kim H#New Feature1
Campaign manager section to have the name of the action
The campaign section currently has symbols representing the activities it would be great to have these as text headers for example Contacts, Emails instead of having to hover over them
Andrew#Improvement 👍0
Save Campaigns as Templates
I would like to save campaigns as templates for future use
Andrew2
Schedule Step 1
Currently, it's possible to set up Step 1 and launch the campaign in accordance with the selected schedule (or even right away). It would be nice to be able to schedule Step 1 to be launched "no sooner than {date}" or "in {X hours} / at xx:xx time ". Even though there is a great opportunity to add and update schedules for each campaign, it would really help to have a separate option to plan when to start Step 1.
Iulia L#Improvement 👍#Deal Breaker 💔0