Leading a small team supporting businesses that invest in technology to enable growth and evolution.
I'm only bored if we're not making or doing things better; IMATIK are a new breed of technology partner.
We would love the functionality to be able to do a search for a particular product in our library, and search the line items on the quotes or deals to surface which quotes/deals have that product included in them
I'm a big fan of the quote function taht allows the customer to digitally sign agree to the quote sent, however many of our products have 'optional extras' that a client might wish to purchase. It woudl be great if there was a way to include a tick- read more
Our workflow means we are frequently adding notes to records at the same time as updating key properties. For key properties we have them showing in the Preview panel, but then are having to open each individual record up to add a note, slowing down read more
Please add support for SAML authentication. Currently your account security seems to be subpar compared to the rest of the industry. From what I can tell there's no two-factor support, no ability to set minimum password requirements nor support to j read more
While there are some conversations notifications options and workflow options based on conversations, right now there is no way to set up a notification that sends to the owner of a conversation when it has not been actioned within a certain period read more
I have created a couple of customm views in the Companies tab; transactive customers, prospects etc. It would be super useful if I could create a Queue for that spesefic view, (instead of going out of one record and back into another each time) I co read more