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.
The chart builder at the moment is very basic. We can make this more intelligent so you can build any chart that you want.
Right now, there’s no way to aggregate custom fields. This isn’t an issue for most users, but if you’re buying leads from a vendor, you aren’t able to see your cost per appointment, cost per sale, etc. in the dashboard. Adding custom fields to the metric aggregations would allow you to track this or anything else you might want to track.
This would allow AI to extract information from every conversation such as objections, pain points, requested services, etc. Then you could build charts/tables off of these values to find trends or get insights for your next product launch.
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.
This would allow you to define your own custom domain for the dashboard, or customize the colors and favicon to match your branding.
Create rollup fields to calculate data for your contacts
This would allow sub-accounts to install the app individually (instead of just agencies), and make it so agencies can rebill AI usage to their sub-accounts instead of just paying for it themselves.
Right now, the outbound message trigger app only supports SMS, Facebook, Instagram, call, and email.
Build a dashboard designed for sales people to use day-to-day. Here you could see top leads to follow up with, overdue/upcoming tasks, recent sales performance reports, upcoming appointments, and even mark previous appointments as showed/no-show.
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.
The original contact evaluations system was not designed to scale, it was designed to be a proof of concept. For some users, their AI cost can be very high without getting a ton of value from it. The plan here is to implement a more robust, intelligent system that can save you money while also being more performant.
If you have multiple agency accounts, right now there’s no way to unify every account into a single dashboard. This would create a role so that consultants could have access to multiple agencies.
Allow an AI to build followup cadences on the fly using conversational context. Not a chat bot, but a fully automated nurture sequence that’s tailored to each and every recipient.
Allow you to ask questions like “Who did I speak with who asked about this service but said their dog was sick so they couldn’t do it”, and have AI search through conversations to find you an answer. Also, the AI should be able to create one-off metrics/charts/tables for you to view.
Allow you to export your data to a CSV file so you can run your own analysis in Sheets or Excel.
Allow the AI to update opportunity stages/statuses, appointment statuses, and complete/reschedule tasks based on the conversation context. This would provide more accurate reporting in scenarios where users aren’t updating the CRM.
This would allow you to respond 👍 or 👎 to any AI responses within the system, then optionally provide feedback. That way, if you’re not happy with a generated task, a sales scoring result, or a status determination, you can give the AI feedback on why you don’t like the result, and the AI can go fix the prompt so it works better.
Right now when you install the app you’ll get the default dashboards of “Calls”, “Contacts”, “Locations”, and “Users”. This is how it’s always been, but now with custom dashboards we can create much more detailed dashboards by default that give you everything you need without the manual configuration.
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.
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.
For many businesses, most of their sales conversations occur over a video call. At the moment, there is a way to still save these calls to Streamlined, but with a Fathom integration we could automate the integration so it’s seamless.
Improving the documentation to make it easier to get started.
See all contacts and opportunities for each location in one place.
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.
Previously, if you wanted a way to view timestamped data, you were limited to predefined values like when a contact/opportunity/appointment was created or updated. Now, you can send your own events via the Streamlined API in order to create time-stamped data points, such as a certain tag being added or a contact filling out a form.
We realized recently that we couldn’t rely on outbound webhooks from the CRM for our data integrity. A new system ensures that your data stays up to date.