On the map feature- it would be very helpful if once I complete a task, it changes color on the map.

Deal stages, similar to SF, to track progress from initial conversation to closed won

Larger Companies with multiple agencies who also use mileage would be easy to ensure and find those primary territories where a 1st event might start from.

In the actions drop down on the expenses tab, you can send email alerts asking your staff to add contacts. It would be great if we could add Accounts to this request as well.

When I am scrolling through reports, it would be nice to have the column headers locked so I can see what the column title is.

Add interactive dashboards similar to the attached example, bringing referral and admission performance into one view. Users should be able to track referrals, admissions, and referral-to-admission conversion rates by referral facility, marketer/a...

Feature Request: Add Reports’ Date Range Presets to Charts Trella already offers preset date ranges under Reports, but this feature is not available under Charts. When running monthly or quarterly charts, we have to select the start and end dates ...

Allow admins to set goals for admissions and for conversion rate (referral to admission) in the CRM Goals feature. Right now, only referral goals and event goals can be set. Conversion rate can only be viewed in a separate report and cannot be tie...

It would be very useful to be able to archive an event type on the crm and not lose historical data.

Mileage Assist currently supports a branch start check-in at the beginning of the day but has no equivalent option for end of day. As a result, the mileage driven from a rep's last account stop back to the branch is never logged and does not appea...