feedback.combinely.ai
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Submitted URL: https://feedback.combinely.ai/
Effective URL: https://feedback.combinely.ai/roadmap
Submission: On August 27 via automatic, source certstream-suspicious — Scanned from US
Effective URL: https://feedback.combinely.ai/roadmap
Submission: On August 27 via automatic, source certstream-suspicious — Scanned from US
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</form>Text Content
Combinely Menu * Roadmap * Changelog Planned ASSOCIATE CLIENTS WITH TEAMS Individual contributors may work across multiple teams; segmenting the data by clients in addition to members would be useful. 9 AUTOMATE CLIENT LIST UPDATE Automate client list update (integration / pull in). 4 RESPONSE TIME ANALYTICS EXCLUDING WEEKEND Provide response time analytics where weekends don't contribute towards response time 3 ZAPIER INTEGRATION Zapier integration. 0 MORE TOOLTIP EXPLANATIONS & GUIDES Tooltips across the platform to better guide users. 0 Backlog MAKE ANALYTIC GRAPHS CLICKABLE Allow clicking on a certain data point within a graph to deep-dive more easily 4 CLIENT REFERRAL OPPORTUNITY RECOMMENDATIONS Increase referral rates by leveraging your happiest clients 0 CLIENT REPRICING RECOMMENDATIONS Automated recommendations on repricing opportunities based on client workload & fee information 0 INCORPORATE CLIENT FEE INFORMATION To help with profitability analysis and importance of client 0 PUBLICLY DISPLAYABLE WIDGETS & MARKETING MATERIAL Showcase firm-wide satisfaction metrics on your website and social media 0 CLIENT CHECK-IN RECOMMENDATIONS Recommendations on which clients to proactively reach out to based on satisfaction and last communication 0 TIME TRACKING INFORMATION INTEGRATION Enhance understanding of profitability based on time tracking information 0 SEE BREAKDOWN OF AGENDA PER TEAM Rather than have to switch between teams to view the stats for each team 0 ADD PROFESSIONALISM / TONE OF FIRM EMAILS METRIC View analytics on tone of emails sent by firm 0 TEAM LEADERBOARD See analytics compared to other team members to foster motivation. 0 ADD WORD COUNT / TIME SPENT WRITING EMAILS TO ANALYTICS Gain an understanding of how much time is spent writing emails based on length & content of email 0 ALLOW MANAGERS TO UPDATE USER SETTINGS Managers should be able to view and update their team members' settings as needed. 0 ACTIVITY LOG SIMILAR TO FACEBOOK NOTIFICATIONS See activity since last Combinely connection. 0 TEAMS METRICS BENCHMARKING Be able to compare one team against another, as well as against the firm average. 0 CHAT APP INTEGRATIONS (SLACK, TEAMS, GOOGLE CHAT) Support chat-based communication channels 0 TASK MANAGEMENT SOFTWARE INTEGRATION To improve understanding of profitability, workload distribution and at risk projects. 0 SET GOALS OR THRESHOLDS WITHIN THE PLATFORM Set firm, team, client or employee goals or thresholds within the platform and metrics. 0 EXCLUDE SOME CLIENTS FROM ANALYTICS Allow to opt-out clients from analytics (e.g. third party that you still want to have visibility on but not influence analytics) 0 MONTHLY REPORT Monthly report on what went well & what could be improved to help move trends in the right direction 0 FLAG URGENT EMAILS WITHIN AGENDA For emails that require immediate attention (<1 hour response time) 0 WEEKLY INSIGHTS See weekly analytics & insights to be able to track performance week-on-week. 0 FILTER CLIENTS & TEAM TABLES BY VALUE E.g. filter out clients <10 emails to help focus on most active clients 0 PROVIDE FULL METRICS COVERAGE IN TEAM & CLIENT TABLES E.g. follow-up response time, complaints by category, etc 0 Submit feedback or ideas Priority lowmediumhigh Send feedback Powered by Productlane Powered by Productlane Terms of Service Privacy