Once a prospect has agreed to a meeting, would be nice to have the ability to download the main talking points of the briefing to a PDF.
With all the key information:
- request
- budget
-...
Implement a rating system on Sortlist where agencies and clients can score each other on a 1 to 5 scale immediately after their initial interaction. This feature will encourage openness and help both...
There is a very low response rates on messages from both the client as well as our side. I think continuous prompts to agencies and clients when messages are waiting in their inbox will be good. Or...
Currently my agency is active within 2 different Prospecting areas where they speak 2 languages: English & French. A lot of fields are translated dynamically as they're created by Sortlist (like...
The question that most clients put is that the agency should be active in a certain region. We serve clients globally and when they mention the word active, I think they mean that the agency should...
Hi, it would be great if you could, in some way, assess whether the project details are correct. I have received one request where the client had absolutely no clue what they were asking for....
Expand service categories for professional services such as bookkeepers, accountants, tax professionals, management consultants, etc for better targeting for both clients and service providers.