Feature Requests

In my old CRM I would be notified when someone @mentioned me which is what happens in Keeper. However, in my old CRM when I would respond back to the OP, the message would be moved to ALL for me, and Open for the other party. It made it much easier to see which messages I hadn't responded to yet.

It'd be great to no longer need slack as we will then keep more client communication in Keeper. Reason being if we are having a back and forth chat, it doesn't seem to work to well in keeper as it doesn't ding to let us know a response came in. As you all know, we get many chat messages at one time. Some more urgent then others. Is there a way to make this better?

Internal comments can easily get lost, so currently we have to find workarounds like saving something in Client Details or Notes. Being able to 'pin' or 'save' comments similar to Slack would be incredibly helpful & ensure that Keeper chat can be used effectively for internal team communication.

it would be incredibly helpful to have a priority box or flagging option. This would make it easier to mark tasks for later attention. At the moment, once a task is read, it moves into the "read" section, and there’s a chance it might be overlooked if it still requires follow-up.

This list is not exhaustive. Add support for: Keeper notifications In-app chat Status changes Task assignment

In a previous software, we had a way to assign e-mails to a client timeline, this way once it was tagged, anyone firmwide was able to review the e-mail from the Client timeline to know who/when information was sent vs waiting on something the client sent to someone else in the firm, often times the same information is used by multiple firm members for different reasons, so would be nice to have a way to assign at the Client level, or even a task level item that would help with traceability, for anyone who might step in to help with work items.

It would be super helpful if there was an app for the iPhone to sync all your tasks on your phone as well. Then you could see reminders/task deadlines on your cell phone and not just get emails and such.

Allow screenshots to be added to NOTES.

It would be great if there was a column with a pop out window on the client list page where you could leave notes to self or team members to see. Not a chat amongst team members, but a place to quickly jot some notes. For example, this is the reason we're stuck...client was contacted...waiting on... Somewhere you can quickly see what is happening at a glance.

"Send later" feature to allow users to schedule internal comments to post at a later time/date. For teams who work asynchronously.