Also, we have mapped your account to AppSumo tier 3 though we haven’t received any legit review yet from your end on Capterra.🙂

Hi Simar,

Thank you for your quick response. I'm sorry that you see my inputs/questions as spam.

Now that we are in the questions section hereby the questions again;

10) Client vs Company view
Now I've been testing Confleo somewhat more in depth. It seems it's not possible to have a "Company" view in itself - all companies are secondary to the client (=person) and contacts are under the person.
But I have customers where the client is the Company and where I have several projects with according groups of people, where it's much more useful to have a primary "Company" view where the people can be seen listed under that company. It's a basic feature in many other CRM systems. That would make Confleo pretty close to perfect. Could you pls consider this?

11) Project templates
When trying to make a project template it needs an assignee. When making a template it's project later used many times but with different people from ones organisation, i.e. one does not know who the assignee will be (this goes for memebers too). Could you pls make this none-mandatory?

12) Task board
It seems the Taskboard in projects are the same as the general Taskboard. This is not quite optimal. Could you pls consider to make the Taskboard customizable so its relevant to specific project?

Hi ahc,
I’m just asking to you to use correct forum, not restricting you 🙂.

10) Client vs Company view
Now I've been testing Confleo somewhat more in depth. It seems it's not possible to have a "Company" view in itself - all companies are secondary to the client (=person) and contacts are under the person.
But I have customers where the client is the Company and where I have several projects with according groups of people, where it's much more useful to have a primary "Company" view where the people can be seen listed under that company. It's a basic feature in many other CRM systems. That would make Confleo pretty close to perfect. Could you pls consider this?
——————————————————————
We have 200+ users outside AppSumo who haven’t raised any concerns for this. But definitely we will consider this if we have more users requesting the same.

11) Project templates
When trying to make a project template it needs an assignee. When making a template it's project later used many times but with different people from ones organisation, i.e. one does not know who the assignee will be (this goes for memebers too). Could you pls make this none-mandatory?
—————————————————————
No it doesn’t require any assignee when creating a project template. There is NO assignee field when creating a project template. I’ve just created a template under your account without any assignee.

12) Task board
It seems the Taskboard in projects are the same as the general Taskboard. This is not quite optimal. Could you pls consider to make the Taskboard customizable so its relevant to specific project?
—————————————————————-
You can customise it easily through filters. You can see filters at top. Just choose your project and the board will only display content from that specific project.

Hope that helps.

Thanks,
Simar