Hey everyone! I wanted to give you a sneak peak and what we’re planning for LACRM this year.
Your plans are perfect, love your attention to ease & speed keeping it uncluttered while still maintaining the unbelievable customization. Plus the best in class support.
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Absolutely thrilled with the direction you’re taking! These changes are going to radically streamline my work in the CRM.
Can’t wait!
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Not boring at all - there’s some exciting stuff here and I can’t wait to trying them out!
Companies vs Contacts: We are primarily B2C but are clients are households – if John & Jane Doe are clients, we want to be able to store information about them jointly as well as individually. As such, we use “Companies” to represent the client and Contacts for the people in the Household (i.e., Company). Again, I’m not sure how prevalent this is amongst your customer set, but I just wanted to mention it so that as your team designs things, to keep this hybrid use model in mind.
Contact status: We have already added a custom field to Companies that acts as a status (client, prospect, exclient, etc) – I’m not sure how prevalent this is, but if it’s common, will there be a way to migrate from custom field to contact status that will be a bit less painful than manually updating 1,200 records?
Teams: “Almost no one even used teams” – one big hurdle is that team creation and team permissions are not integrated. From the Teams page, I can create a team, but then I have to go to a bunch of different places to make use of that team, and after doing that, I can’t go back to the Teams page to get an overview of what that team has access to.
And one niche question to end with: when the new contact status feature rolls out – will changing a status be able to trigger an automation? 
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I would love this as well!
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Thanks, that’s great to hear!
Thanks Josh! And thanks for joining the forum.
Great points @tbridgman!
We hear a lot of people that figure out their own way to track families. A lot of people do what you do, but there are a handful of other approaches too. I would love to build family support directly so you don’t need workarounds anymore, but it is tricky since everyone treats families differently.
But for now: Is every customer of yours a family (i.e. would you create a family record for a single adult)? When you want to pull up a list of clients, are you looking at contacts (John and Jane Doe) or companies (“The Doe family”) or both? Is that via a pipeline, or is important to see a mixture of contacts and companies on the main “Contacts” page in the CRM?
Migrating to contact statuses: Yes, we’ll definitely need to build a tool for migrating data to our new contact status feature.
Regarding teams: Agreed. There may be some improvements coming. But to be honest, 63% of our customers are single users and the rest are mostly very small accounts, so I don’t think teams would be a highly used feature either way.
Yes, we definitely plan to let you contact statuses trigger automations. That might be a separate project (so there might be a period of time where contact statuses exist without being attached to automations) but it seems like a natural thing to add (cc @joshvickerson )
Great to learn what you are planning. I use filtered lists of contacts a lot and as you say view changes a I often lose place in list or have to start from beginning again. Anything that makes this easier will be great
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Yes, every human customer has a Company (which we call the household) and plus a Contact record for the people in the house. We store common data at the company level (e.g., addresses) and individual data in contacts (email, cell phone, birth date).
By convention, we try to attach everything (tasks, pipeline, relationships, groups) at the Company level because uncompleted Contact-level items don’t show at the Company level, unlike the history feed. It makes it easier not to have to click into the company plus each contact to get an overall picture. However, some things have to be at the Contact level (such as our Mailchimp groups, since they need the contact’s email address.
I rarely work off the “raw” Contacts page. We have pipelines for all major work in progress, so I’m usually working between the Workplace and specific pipeline reports, or from particular groups or bookmarked views for filtered contact lists. (That might change once you release the ability to save filtered views in Contacts. 
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Just a quick little request, I use lacrm for real estate and export data for mailings etc. Is there any chance that on export, we could select the information that we want to export? i.e., name, address and that’s it to upload into avery for labels. That would be a HUGE time saver.
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I love hearing about the updates coming. LACRM is everything that we need in our company. We moved from Keap.com, and I am so happy that we did. Your customer service follow-up is the best. Thanks for your communication about where LACRM is going. I look forward to the contact status changes. Brad Haven
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These are all wonderful improvements. When I first became a LACRM customer back in 2019 I added quite a few custom fields but they don’t export in my Reports when running various pipelines. With the changes to contacts and customers, will there also be changes to what we see when exporting a Report?
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So excited by kanban and mobile app - both of these are very helpful to my work
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Thanks, that’s helpful. I’m not sure when or if we’ll get around to this, but I’d love a built in “family” record one day.
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I don’t want to make any promises, but yes, the plan is for our “table view” to support this. You’ll be able to choose which fields to display on the table view, and when you export, we intended to only export the columns you’re viewing.
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We do plan on having the export show whichever fields you have selected to display. There are still some scenarios where it might not support exactly what you’re describing (e.g. if you have some data on the contact record, and some on a pipeline). We’re still planning this out, so I’m not 100% sure what limitations it might have, but yes, this is something we’re factoring into the plans.
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THIS IS WHY LACRM IS AMAZING!!!
May the rest of your day be the best of your day!
ANNE KARABIN
ASSOCIATE BROKER
REALTY ONE GROUP PLATINUM
412 . 551 . 8509 
412 . 226 . 6500 
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As a small biz owner / operator, I use a whole stack of software services. LACRM is by far the standout of anything I’ve used. I love that you are making time to integrate and streamline functionality. It is obvious you collect actual data on how users interact, and put a lot of thought into how to make things better. I’m truly grateful to have at least one service that doesn’t tie me into knots every few months by making changes for change’s sake. 
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