Would be very useful with some smartness to questions in Playbooks (similar to dependent fields in HubSpot forms), e.g. ff answer is X on question 1, show question 1B, otherwise move on to question 2. A Playbook can become quite tedious for a read more

Our clients often send emails about existing issues but email us via a new email thread. This means that the new Conversation in the Inbox is not associated with the existing Ticket in which the issue is being discussed internally. Right now, read more

Enable choosing maximum and minimum score in the score property to enabled normalizing a score and prevent odd results. For example, limit a score for a minimum of 0 and a maximum of 100.

Custom objects pipeline stages should have the option to set mandatory fields (similar to deals and tickets), to ensure data is collected properly when moving objects to the next stages. Thanks!

It would be very helpful to be able to trigger workflow based on engagements. For example, I would like to have a lead status that is set when one of our sales team members has a meeting with a prospect. Thanks!