Many customers use ratings to determine the importance of an account or contact and prioritize scheduling events accordingly.

Allows users to select multiple templates to more accurately reflect their activity without the need for manual entry.

Allows sales reps to add notes for the intake/clinical team to view inside their EHR. Typically, sales has access only to the CRM, and intake/clinicians have access only to the EHR. There needs to be a way for these systems to communicate with eac...

I want to have a map like the market spotlight on mobile, where I can see my accounts that have an address. I want to be able to see a map of my area and visit all the accounts in the area. It's much easier to do that seeing them on a map

Customers have reported that the "Account" field in Contact Details can be confusing because it looks very similar to the associated accounts list. This makes it difficult for users to quickly identify the primary account versus other associated a...

I would like the ability to associate contacts with other contacts in Trella and put a relationship, so if I meet a doctors referral coordinator, I can add that person into the CRM and then add an association with that provider. I would also like ...

We need to have the ability for Admins to bulk upload goals within the CRM.

Add additional filters to allow us to create goals based on codes and recurring vs new orders.

We should be able to reassign/transfer ownership from one rep to another when they are both still active users. Example: all accounts located in Ohio currently assigned to rep a, need to be reassigned to rep b.

Require extra fields similar to Events to monitor lead activity. These should include user, time, event type, account (linked to the lead), related contacts, and call/visit notes. This information is essential to assess the number of touchpoints n...