Feature Ideas

Right now, it's just a giant block of text of up to 2500 characters. It's hard to distinguish different points and organize without formatting options such as headings, font sizes, colors, indentations.

If a client schedules or never responds to any communication and all the matched consultants put this options then the project should be removed from the metrics. This is not currently an option when closing a project.

Give some visibility into the programs metrics and average consultant metrics on the number of projects and pricing/payout amounts. This will help consultants to understand where they sit and seek out additional ways to improve the program.

API to be able to get contact details and project status. Update status of project would also be amazing!

Webhook so that when events happen such as getting matched we can send a custom email to the client or if we close a project we can trigger a testimony or follow up with a funnel to continue to sell services.

If we accept a project and then want to refer the project to another consultant we should be able to do so when we close/decline the project.

Not everyone is a API wiz like me so would love to have the public API open up and I could builkd a make.com connector for folks to use who do not use Zapier.

Feed leads into our partners' CRMs / HubSpot

Some clients aren't willing to create an account on PP to write a testimonial, or where customers before or outside of PP. Nevertheless, a great project was delivered. Pulling in LinkedIn recommendation would close this gap and are legit/valuable displays of ones cababilities. It might be sensible to add an addition layer so that it can't be gamed. E.g. recommendation has to have a certain age and/or goes through a manual approval on PPs side.

Have the ability to turn down a project because another consultant would be a better fit, not because we don't have capacity. We should also be able to refer the project to a specific consultant if selecting this option.

Could your team consider implementing a new tag similar to "Closed"? This new tag, labeled "Support," would allow us to identify emails requiring Brevo Support intervention. Once marked as "Support," we could automate an email response redirecting users to our team. Additionally, the tag could be automatically applied whenever a partner selects "Support." This feature would enhance efficiency and streamline communication with partners.

We would love for partners to have the ability to reply to their client reviews. We have partners asking to reply to both positive and negative reviews.

In case partners don't take action on the project, neither accept nor decline it, it would be helpful to introduce a rematch after a certain period of no action.

We should be able to send the client multiple calendar options to book a discovery call or schedule a consulting call right away with our own messaging.

Would help to respond to requests faster if we could access PP via mobile.