GroupTrack CRM Roadmap

Completed
Completed

Backlog

8
Feature Request

Pipeline Automations

Automate actions based on contact-level triggers. For example, tag based on answers to Group entry questions. When a question is set to use multiple choice or checkbox responses, you will be able to control the tags contacts are assigned as they enter your Group. Or add a Task based on being put in a Stage.

Feature Request

Manually Merge multiple contacts into the same record

As a Bulk Action, you will be able to select multiple contacts and combine them into one. For Name, Email, Phone, and any other unique fields per contact, if only one record has data in each field it would be auto-selected, or the system would prompt you to resolve conflicts where both records had an email address (for example).

Feature Request

Quick Response Message Templates

A small icon and a dropdown menu with quick responses in the messenger rather than in profiles. 

User Experience

Choose where tagged name is in tag in comment

I would love to say "Welcome {name}" when tagging in welcome post

Feature Request

Ability to search DOES NOT have message status

Right now I would like to send a message to everyone who does NOT have a message status.  This would be ideal to send a message out to those in my group that I am NOT in an active convo with to re-engage them.



Currently I have to do this I have to do like 4 steps and create an unnecessary tag set filter who DOES have the status, then create a tagset & tag and apply that to those with the status's so I can then filter those out

Feature Request

Bulk Setting for Tasks and Filtering by Task

I would love to be able to bulk set tasks for people and then later search for those people by the task set so that I can follow up. I tag people in training videos daily and set tasks to follow up on the tagged video to see what questions they have. It would be great if, after tagging them in the post in bulk, I could set the task to follow up in bulk and then later (on the day the task is due), filter by task due date and be able to send the follow up snippet in bulk to those people!

Feature Request

Make Group Track work with Instagram!

I would love to see this!

User Experience

Tools and Automations - In last run box add how many comments were processed on the last run.

This will help indentify dead two steps.

Up Next

4
Feature Request

Allow specific Integrations to trigger on and sync Global Tags

Integrations exist at the Group level and can be triggered by changes to contact information (email/phone) or stages/tags in the same Group. Ideally, individual Integrations should also be able to be triggered by adding/removing GLOBAL tags.

Feature Request

Add New Integrations

  • Go High Level
  • Ontraport
  • GetResponse
  • Keap/Infusionsoft
  • Hubspot
  • Groove
  • Podio
  • ManyChat
  • Add your requests in the comments!
Feature Request

Create a Native Zapier App

Allow GroupTrack to act as both a Trigger and an Action in Zapier

Feature Request

Allow add to front or back of queue for post tracker messages

When using the post tracker automation tool I would like the option to choose whether to add the messages I am sending for it to be sent before the currently queued up messages or the end

In Progress

0