Salesbuildr Sales Workspace
We’re shaping the Salesbuildr Sales Workspace: one place in Salesbuildr where account managers plan and follow up their sales work, without switching to a separate CRM.
The idea in short:
Tasks and follow-ups linked to your customers, opportunities and quotes
One overview per customer of what has happened and what’s next
Notes kept together in one place
This post brings together several related requests. Upvote it to stay informed, and tell us in the comments how you handle tasks and follow-ups today. Scope and timing are not final yet. We’ll share updates here.
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Comments5
Peach Newt
Nov 10
•Merged request
•1 vote
Task list on Dashboard (CRM feature)
CRM enhancement feature - Open SalesBuildr in the morning and see what you need to do. A task list on the dashboard. Build a task list to stay on top of quoting and proposal tasks. Reminders to call clients, meetings, etc. Possibly AI auto generate tasks from upcoming expiring contracts. Add your own tasks to keep in top of personal workflows.
Consolidated into: Checklists functionality on Oppertunity's
Purple Kiwi
Nov 10
•Merged request
•2 votes
Opportunity updates / notes weergeven in salesbuildr
De informatie vanuit salesbuildr bijv. notes worden wel in autotask weergegeven maar niet in salesbuildr. In salesbuildr zijn enkel de notes zichtbaar die vanuit salesbuildr zijn ingevoerd. Notes ingevoerd in autotask zijn in salesbuildr niet zichtbaar. Dit maakt dat wanneer je vanuit salesbuildr werkt er informatie mist. Kan dit worden opgelost?
Consolidated into: Display opportunity updates / notes in salesbuildr
Pink Soup
Nov 10
•Merged request
•3 votes
Create To-do's assigned to opportunities
It would be nice to create a to-do in Salesbuildr. So let's say I have an opportunity and I want to contact the customer in 3 days, it then would be nice to create that to do within Salesbuildr which automatically syncs back to Autotask.
Consolidated into: Checklists functionality on Oppertunity's
Purple Kiwi
Nov 10
•Merged request
•5 votes
Display opportunity updates / notes in salesbuildr
The information from salesbuildr, for example notes, is displayed in Autotask but not in salesbuildr. In salesbuildr, only the notes entered from salesbuildr are visible. Notes entered in Autotask are not visible in salesbuildr. This means that when working from salesbuildr, information is missing. Can this be resolved?
Purple Coast
Nov 10
•Merged request
•13 votes
Add an Automatic Follow-Up Notification Feature
Add an Automatic Follow-Up Notification feature that works like the existing Expiry Notification, but with the option to send multiple follow-ups. Users should be able to set the cadence (e.g., daily, every second day, or on specific dates) and define an end date for the notifications. There should be an associated template for editing of these follow-up notifications as per the Expiry Notification.