Product Ideas & Feedback

Would like to have branching options in campaigns i.e. If someone connects on linkedin you can send them down a different sequence easily

It would be helpful to be able to add reminders to check in with clients. Say you pitch someone and they say, check-in in 3 months, it would be great to be able to automatically add a reminder to follow up with them.

I wish to have the option to save my view settings on the To-Do list, so that they persist after you close and reopen the To-Do list. Meaning I don't have to reorganise my view every time I action my to-do's.

Would be great to add this to SW so we do not have to use our personal WA accounts to text candidates/clients. Thank you

Currently, users have to manually scroll and check aliases one by one, which can be time-consuming and inefficient, especially for teams managing multiple aliases or large-scale campaigns. Introducing a search bar or filter function would streamline navigation, save time, and improve user experience when updating or verifying alias details.

Would like to be able to export Hotlist data to a CSV that could be imported into other systems or just used in an Excel spreasheet

Please allow us to pin the sidebar so that it stays open. If I had a dollar for every click I have to do in a day, to get to Projects, I wouldn't need to recruit any longer.

If I set a campaign to stop outreach after a reply, it also stops a campaign if I manually email a contact from Outlook. This is problematic. I have contacts who I do business with whom I also want in a campaign. If I email them about anything else at all, a Sourcewhale campaign will stop outreach. The stop outreach feature needs amending to only stop outreach in the event of a response to Sourcewhale outreach. As it stands, this feature makes Sourcewhale totally useless in, for example, an event campaign to existing contacts