Right now I’m taking all of the onboarding calls myself, because setting up the app can be a bit confusing. This takes me away from working on new features for the app, and means that some users never get to their “Aha” moment.
Right now this app is using Fivetran to integrate Google and Meta ad spend metrics. It’s very shallow, unreliable, and expensive to me (which means I’d have to start charging extra for this if I kept using it). The plan is to rip out Fivetran and build our own integration for these platforms so we can get more data, more reliably, and with higher accuracy.
Currently, the tables are pre-built and rather clunky in my opinion. The plan will be to allow you to create custom tables and columns to pull together different ad campaigns, UTM parameters, or users/locations so you can build tables that help you the most.
Allow the AI to search through conversations and data across clients or users to find insights that it can send to you on a recurring schedule. That way, instead of you needing to open the dashboard, the dashboard just tells you when something’s wrong. Also, we could send out alerts automatically when a specific KPI is breached by a client or user so all parties can instantly know that something’s wrong.
In the same way you can group similar sub-accounts together, this would allow you to group similar users together. That way, if you just want to see your stats for your “Closer” team, you can filter down to that entire team.
Create rollup fields to calculate data for your contacts
Right now, the outbound message trigger app only supports SMS, Facebook, Instagram, call, and email.
Be able to use your own API key for OpenAI, Anthropic, etc.
Chat back and forth with Yelp leads through the CRM, and automate replies.
Allow for better filtering capabilities on the map without cluttering the controls.
Show the next confirmed appointment when you hover over a contact on the map.
Improving the onboarding experience, adding more touchpoints and support.
Native call transcripts don’t work if you have IVR turned on.
Use AI to figure out where a lead should be in your pipeline using the conversation history.
An all-in-one dashboard tool to see advanced reporting for each of your sub-accounts and users.
Right now transcripts are only available in English, this idea would fix that.
Allow for call transcripts where default transcripts can’t be created.
Automate task creation, reminders, and completion with AI.
Improving the documentation to make it easier to get started.
See all contacts and opportunities for each location in one place.