Feature Requests

Please add a feature that enables me to ...

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    1. See visualization of a sales funnel / pipeline

      I would like to have a more visual representation of the sales pipeline so that I see the relative amounts of leads in each phase (lead, contacted, meeting, won, lost)

      8 votes
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      • vCard import (/export)

        Enable importing contacts as vCards to move large quantities of contacts to deal machine.

        8 votes
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          under review  ·  TimoAdminTimo (CEO, Dealmachine) responded

          We’ll have to see what implications the vCard format has. I’m pretty sure this is easily done.

        • Enter leads from an external system

          This means people from outside the CRM, such as affiliates or other CRM instances could submit leads that might be relevant to the company. This also enables integration to services providing business information (such as Orbis)

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          • 5 votes
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            • Mailchimp and Wufoo Integration

              Do you plan to integrate Wufoo und Mailchimp? They're our most important tools for lead generation

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                planned  ·  TimoAdminTimo (CEO, Dealmachine) responded

                AJ, thanks for your question! Leadgen integrations are one the next big thing after ramped-up analytics on our roadmap, so yes!

              • Click a button when I am on the phone and afterwards lets me select how the call went

                So basically first I click "I am on the phone" --> everyone sees I am on the phone and not to be disturbed. Secondly I can select whether I got to speak with the person I was looking for or not, and if yes, was the person interested or not.

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                  started  ·  TimoAdminTimo (CEO, Dealmachine) responded

                  We tried this in beta 2.0 but it got mixed reactions so we are working on how to implement it correctly.

                • export tasks and calendar items to .ics files for import in another calendar

                  So that I can easily import them into iCal / Google Calendar.

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                  • Have a "workflow view" to focus on one company at a time and then automatically advance to the next

                    In the workflow view I don't need to do anything else but just go to the next company I need to contact and I get all information I need at a glance. This way when I'm going through my "to-do list", I know what to do next and don't have to spend time on thinking about the next steps. This enhances my productivity.

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                      planned  ·  TimoAdminTimo (CEO, Dealmachine) responded

                      This is certainly useful and requested a lot, we’ll see how much work is needed for this!

                    • see activity stats for teams

                      I'm looking for support for a compensation model like this:
                      - sales rep gets 40% of the deal value as "individual commission"
                      - 10% of the deal is contributed as "team commissions"

                      the "team commisions" would be distributed as a share of (my points/all points)

                      I guess we would need a team structure in Dealmachine and a simple report that summarizes the activities/points per rep per team.

                      3 votes
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                        under review  ·  0 comments  ·  Admin →
                      • directly access the contact from the address field of the browser

                        If the name of the "object" would appear in the title of the page then I guess we would be able to access the objects using the browser's history of visited pages.

                        Dealmachine - COMPANY - PERSON - DEAL would be close to ideal?

                        Then I could just type "Elvis" to find the URL for Elvis Presley and "ukulele" to find "New golden ukulele for Mr Presley", etc. right?

                        3 votes
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                          under review  ·  0 comments  ·  Admin →
                        • i'd like to see what individual people has done since last time I logged into deal machine.

                          i'd like to see what individual people has done since last time i logged into deal machine. One way to enable this would be filtering the status updates on dashboard. If I could see user XXX's status updates I could easily get picture what he/she has been doing lately.

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                            planned  ·  0 comments  ·  Admin →
                          • Create contacts from Sales Activity

                            when I enter phone number or email into an activity, prompt to save as contact (or update existing)

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                              under review  ·  0 comments  ·  Admin →
                            • add a picture to Organization header info

                              I'm thinking about a scenario where a sales rep just walks in to a store, sells a service then goes to next shop.
                              Would be cool if the rep could attach a snapshot of the storefront as the addresses are sometimes a bit ambiguous (in malls; or in China).

                              3 votes
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                                under review  ·  0 comments  ·  Admin →
                              • Sort leads based on different attributes

                                ..such as postal/ZIP code, industry etc

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                                • Filter the feed based on either different users or action categories

                                  So I can filter down to just one or two persons and/or just the closed sales they have done or calls they have made

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                                    planned  ·  0 comments  ·  Admin →
                                  • Allow sorting of the pipeline by "Expected Closing" field

                                    Allow that the pipeline can be sorted by the "Expected closed" field (found in "new sales")

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                                    • Sorting companies based on their status or data quality

                                      For instance, if an external system enters a lead which might be of high value, it should be handled immediately and so this has to have a mechanism, where the system deals with prioritizing leads based on multiple variables such as prior sales, source of lead, amount/quality of data entered etc. to serve more potential cuomers (i.e. warm leads) before cold calling.

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                                      • 1 vote
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