General

  1. Business card reader

    Possibility to read business cards and automatically save them as companies and contact.

    18 votes
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  2. Promemoria in visione Calendario

    Sarebbe molto utile poter vedere le scadenze dei Promemoria nella visualizzazione Calendario per avere una visione d'insieme della giornata. Per esempio per visualizzare tutte le persone da chiamare in un determinato giorno.

    11 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Linee di vendita

    Nella sezione Trattative è possibile visualizzare le trattative delle linee di vendita tutte assieme, e non suddivise per singola linea di vendita?
    Grazie

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Creare planning visite settimanale

    Sarebbe estremamente utile poter creare un planning settimanale delle visite con i promemoria delle aziende da visitare nei vari periodi.
    Addirittura sarebbe molto utile se dal planning si potessero inserire direttamente le visite.

    13 votes
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  5. Can I also enter a lead? (The step before a deal)

    Can I also enter a lead? (The step before a deal)

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    Rita Petrilli responded

    Hi Frank,
    you could manage this by creating a new deal stage in your Pipeline Settings. Have you already activated the Sales stages?

  6. foto e audio

    possibilita di aggiungere foto video e audio nelle note nei promemoria ecc

    11 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Inserisci una richiesta del cliente

    Secondo me sarebbe utile inserire di fianco a Registra Chiamata e Inserisci una visita, "inserisci una richiesta del cliente", sarebbe molto utile per chi lavora con il Web e riceve richieste di prodotti via mail tramite sito o telefonate!

    1 vote
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  8. ckick on contact in "to do" and take me to the contact so i can call/email/etc.

    when I'm inside of a to-do item and click on the contact it only allows me to link another contact when I really just want to go to the contacts page so that I can call them or email them or make an additional note.

    2 votes
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  9. Xero integration

    It would be extremely useful to be able to have all contacts/companies from Xero automatically two way synced between Sellf-Xero. Show customer's lifetime value, pending invoices, deals as quotes. Xero, and Sellf could be a sweet deal for all small business warriors worldwide. It would help expose Sellfapp to millions of Xero users. Give it a thumbs up!

    2 votes
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  10. 4 votes
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  11. Sales budget

    A yearly sales budget, customer for customer, for on going business that can be split in to quarter and month. With possibility to print out. Also if possible with a Graf connected to deals.

    3 votes
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  12. Progetto senza budget

    Poter inserire un progetto come obiettivo, non per forza definendo una cifra, ma la volontà di proporre un nuovo progetto ad un cliente, di cui non si conosce ancora l'ammontare in denaro...

    5 votes
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  13. 1 vote
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  14. 2 votes
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  15. allow margins to be non-integer values, currently only 1% would work for a 1.15% margin.

    Repair current margins screen, which forces inputs to integer values.

    1 vote
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  16. Delete save command

    It is quite inefficient and "ancient" to continuously save any changes in the CRM. I would suggest to delete any save command (keeping them just in setting options) introducing the possibility to undo any operation.

    4 votes
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  17. 1 vote
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  18. Inserire visite da mobile (cellulare o tablet)

    Ho notato che l'inserimento visite avviene solo su desktop e non su dispositivi mobili.
    Secondo me sarebbe molto più utile poterlo fare da cellulare o tablet appena usciti dal cliente.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    planned  ·  Rita Petrilli responded

    Ciao Simone, da che dispositivo stai provando ad inserire le visite?
    Questa funzione è già disponibile, basta andare su un contatto o su una trattativa, premere sul pulsante più in basso a destra e quindi su “Visita”. Probabilmente stai cercando di inserire una visita ad un’azienda? In questo caso hai ragione, non è possibile, lo abiliteremo al più presto, grazie per la segnalazione!

  19. Integrate Microsoft OneDrive and OneDrive Enterprise

    Integrate with Microsoft OneDrive and/or OneDrive Enterprise for those who work in areas where other similar services are banned (Google Drice and Dopbox in mainland China for example).

    7 votes
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  20. Sync To Do List with ios reminder

    Currently the calendar in the sellf is very much simple as compare to other standalone Calendar Apps. Therefore I am using both Sellf and Calendar at the same time.
    All events create in Sellf will be able to sync with ios calendar, but not the to do list.
    Suggest to include the to do list sync in future. Thanks

    22 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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