Add a way for me to create a session for a user on web before moving to mobile to complete the form.

Add the ability to duplicate an existing coaching template in settings.

Add the ability to edit sessions on web.

Allow us to submit sessions as completed or as draft on web.

Users can use the data from the CRM without the need to export and use pivot charts. It would be helpful to have a graph they can share with others in the organization.

Add a Provider photo to their contact

A lot of ppl still hand write notes in meetings bc ppl think it's rude when they are on their phone. Then the rep has to copy that over into CRM, duplicate work. Can we have a note scanner or even attach a photo of the notes?

there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...

Reporting for Conversion ratio by LOB matched against state and national average

Month-over-Month historical user trending report