Changelog

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External Email Account Connection (Link Email Account)

Ability to Connect, Integrate, and Manage Emails directly within EXECUDASH. Ability to do outreach for Leads directly within EXECUDASH. Email Services: Gmail / GSuite Outlook (Hotmail, Live, MSN) Other (IMAP) ** FUTURE AI INTEGRATION USE CASE: AI is able to automatically send emails to Leads in an Sequence

execudash Almost 2 years ago

💡 Feature Request

LEADS Prospecting Tool

Create an ability to have a Lead Prospecting Tool to scrape LinkedIn data and web-based public data crawling of businesses, people, companies, etc. (similar to Apollo.io and ZoomInfo.com) Potential to build proprietary algorithms to parse data. Basic Features: Search / Filter Leads People Companies Build Lists Export Lists (CSV) Score Lead based on Validation of data. (correct email, phone, etc.)

execudash Almost 2 years ago

💡 Feature Request

Ability to Customize Dashboard Boxes

Create a way to ADD, REMOVE, and MOVE Dashboard Boxes for key features of Execudash on the main DASHBOARD page. Leads List Clients List Projects List Tasks List Proposal List Invoices List Files List Email Analytics Analytics Summary Boxes can be Small, Medium, Large sizes, and MOVABLE on the page.

execudash Almost 2 years ago

1

💡 Feature Request

Completed

Integration Tools Disconnect Issue

When a user disconnects a tool, they are redirected to connect and it connects back to original user account of the tool. Example: Connect to Quickbooks with user: user@test.com Go to Settings > Integrations > Disconnect Quickbooks After "disconnect" a button "Connect" appears. Upon click it automatically connects me back to user: user@test.com Expected Experience: After disconnect, when a user clicks on the CONNECT button, it gives option to connect with a NEW user/email account.

execudash Almost 2 years ago

🪳 Bugs / Fixes

Calendar Booking Feature

The ability for a user to create, share, and embed a calendar booking option from EXECUDASH. Similar to Calend.ly or Cal.com Ability to connect to: Calendars for Google Calendar, Outlook Calendar, and Apple Calendar Standard Calendar Booking Features: Create Event Types View Bookings Availability: Set and Edit available time on Calendar Workflows - set Triggers to send emails before/after Event, Set Reminder Emails

execudash Almost 2 years ago

💡 Feature Request