Feature Requests

Very confusing how if I send an email to an individual it automatically includes an invisible email signature. Then if I decide to use a template, now magically the email signature has to be visible to send one. The customer no longer will receive the invisible signature. You have to modify templates to include the signature. Same with email blasts. The email signature has to be visible to send one. If it was just always visible there would never be any confusion. This is how salesmen lose out on deals. The customer comes in because they received an email and has no idea who they received it from. Why do I have to play a guessing game on whether or not the customer will receive my email signature?

Need spell checker

Currently the file limit is set to 25MB. Please figure out a way to increase this limit to at least 100MB.

Ability to send a reply to a customer(UNDER OUR NAME, as a drop down) even though another user initiated the first email. It greys this out when another email user has initiated the conversation. This enables us to keep the same dialog going, instead of starting another email.

It would be beneficial to bump an email sent like a proposal with 0 click 0 opens back to the top of the customer's inbox. Emailed videos would also benefit in case of forgotten information, replying to the sent email instead of creating a new thread.

Allow us to send quotes via email and text at once instead of having to go back and resend it

I've had emails that we've sent videos to clients as well as proposals or other bits of info. Would like to reply to that email so that it triggers a client to see that it's a real world email, not automated, and shows we're continuing a conversation. Also helps a lot getting through email filters as Re: emails, which in turn catches people's eyes in the their inbox that maybe they missed an email or conversation.

Customers often have more than one email address per household or vehicle. Having the ability to send a single email to all of those addresses at once increases the probability it will be read and acted upon.

When a clients email box is full, the system shouldn't automatically delete the email. Just because the email inbox is full now doesn't mean we won't be able to ever contact them via email again

Viewing emails in this program is overly difficult right now. I know you can go to “Untracked Emails,” filter by your name, and see all sent/received emails, but the layout is very unorganized and confusing. Every single email appears separately, so if you’re having multiple conversations with different customers, everything gets mixed together. It would make a lot more sense if it worked like a normal email platform such as Gmail or iCloud Mail. In those systems, you open your inbox and see conversations grouped together in threads. Then, once you click on a conversation, you can view the full email history inside that thread. The same idea applies to text messaging on a phone. When you open your messages app, you don’t see every individual text listed separately — you see the most recent conversation thread with each person. Once you click on that conversation, then you can view the full back-and-forth message history. I’m attaching a photo of what DriveCentric currently looks like. As you can see, the emails are not grouped together into conversations or threads. Instead, every email is listed individually, which makes it difficult to follow conversations and stay organized.