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How can we improve Smartr365?

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2 results found

  1. Customisable workflows with Tasks

    Businesses have their own sales processes and stages, allow these to be reflected in customised Kanbans.

    76 votes

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    started  ·  6 comments  ·  Admin →
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  2. Display kanban by case not client

    When you look at the Kanban, it looks a lot busier than necessary as each client is listed, not each mortgage application. So on a joint application, both applicants are listed for the one record.

    Ideally it should be per mortgage, that would make sense for all of us monitoring applications - not individual clients.

    66 votes

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    started  ·  3 comments  ·  Admin →
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