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Prospect Form Information
I would like to suggest that you add city state and Zip Code to the prospect form as service based products are based on this information
Import Calendly links or Enable AI to create
User has multiple calendly links and would like an easier way to move from Calendly to SAGA's booking links without having to manually rebuild them all. AI assistant says "I can see/manage scheduled booking calls, but there isn’t an action exposed for creating or editing the booking links themselves."
Playing Vimeo videos
When I click on any video that my coach has uploaded, I get a message back saying the video is private. Other people are able to view the video so I think I may have signed into Vimeo through SAGA incorrectly. Is there a way for you to reset my Vimeo log-in prompt?
Contact Rating + Daily Relationship/Reach-Out Suggestions
I have another feature idea that I believe could make the CRM much more proactive and useful for daily prospecting and relationship building. 1. Rate contacts from 1–5 stars I would love the ability to give every contact/prospect a 1–5 star rating based on how high-priority that person is. For example: ★★★★★ – Very high priority / hot prospect Someone I really want to stay connected with and potentially move forward with soon. ★★★★ – High potential ★★★ – Medium potential ★★ – Lower priority ★ – Low priority / no need for proactive reminders This rating should ideally be visible directly on the contact card and easy to change at any time. 2. Daily Reach-Out Suggestions The bigger feature I would love is a separate area in SAGA for something like: “Today’s Reach-Outs” or “People to Connect With Today” Instead of only seeing contacts when I manually search for them or move them through stages such as Contacting → Inviting → Informing, SAGA could proactively suggest people from my database that I should reconnect with. The purpose would not necessarily be to invite or sell something. Often the action might simply be: “Reach out to Sara today.” And I might send: “Hi Sara! It’s been such a long time. How are you? ❤️” The goal is to help us consistently build and maintain relationships, especially with people we may otherwise completely forget about. 3. Suggestions based on star rating The star rating could determine how frequently a contact comes back into the suggested reach-out list. For example: ★★★★★ → every 30 days ★★★★ → every 60 days ★★★ → every 90 days ★★ → every 120 days ★ → no automatic suggestion So if I rated someone 5 stars but haven't interacted with them for 30 days, SAGA could automatically bring that person back into my daily suggestions. Once I contact them, I could simply click: “Contacted today” and their timer resets. 4. Connect it to the user's activity goal It would be even more powerful if each user could set a goal such as: “I want to connect with 10 people per day.” SAGA could then generate that day's suggested list: TODAY'S 10 PEOPLE based on things such as: Star rating Time since last contact Existing pipeline status Previous interactions People who are due for reconnection Higher-rated contacts that are due would naturally receive priority. This means that instead of opening SAGA and thinking: “Who should I talk to t
Feature Request – Share completed Form responses with Sponsor
Hi SAGA Team, I have a feature request for Tools → Forms that I believe would be very useful, especially for onboarding and team duplication. At the moment, I use Forms for new partners in my organization to complete onboarding questions and information. As the person who created the Form, I can see their completed responses, but I am not necessarily their direct sponsor. For example: I create the Form → a new partner further down in my organization, Sofia, completes it → her direct sponsor should ideally be the person reviewing and working with her answers. What I would love is a simple “Copy link” / “Share response” button next to a completed Form submission. When Sofia has completed her Form, she could click this button and receive a unique link to her completed response. She could then send that link to her sponsor via Messenger, WhatsApp, email, etc. When the sponsor opens the link, they would see Sofia’s completed Form and answers in a clean, preferably read-only view. The workflow would therefore be: Partner completes Form → clicks “Copy link / Share response” → sends link to sponsor → sponsor opens and reviews the completed Form. This would solve an important duplication issue for us. Right now, because I created the Form, I need to keep checking whether people throughout the organization have completed it and potentially pass the information on myself. Ideally, I want the partner and their sponsor to take responsibility for this process, without requiring the Form creator or upline leader to be involved every time. I think this could make Forms much more scalable for onboarding, coaching, goal-setting and other team processes. Thank you for considering it! Best regards, Elina
Turn Event and Webinar Registrations into CRM Contacts Automatically
Right now, if I run a webinar, workshop or live event, every registration has to be handled by hand: I copy the list somewhere else, create contact records by hand, and send the joining link or reminder myself. What I'd like to see: an event or webinar registration that behaves like a normal SAGA capture, so the whole follow-up happens inside the app. A registration form for the event — create it once, reuse it for every session. The registrant becomes a contact automatically, with their answers stored on the record, tagged or labelled with the event they signed up for. The joining link (Zoom or similar) goes out automatically, with the reminder before it starts. Who actually showed up should be tracked, so I can tell attendees apart from no-shows and follow up differently with each group. Push it into a flow — the registrant should be able to start the same automation steps any other new contact does, instead of a one-off manual list. Why it matters: events are one of our strongest ways to fill the pipeline, but the moment the event ends the data goes back to being manual. Having registration, contact record, joining link and attendance all in one place means the follow-up actually happens, and my leaders can see who registered versus who showed up without building it themselves. Anyone running events, webinars or challenges regularly would benefit from this.
Unterscheiden zwischen Aufgabe & Termin planen
Wenn ich eine Aufgabe plane, ist das nicht automatisch ein Termin, der eine halbe Stunde dauert. Zum Beispiel beim nachfassen. Da bräuchte ich einfach eine Aufgabe, und wenn ich ein Meeting planen möchte, das 1 Stunde dauert möchte ich auch individuell einstellen können wie lange das geht.
Telefonnummer im Kontakt weiter nach oben nehmen
die Priorität der Telefonnummer ist grösser als Social Media Informationen. Bitte weiter nach oben nehmen. Danke.
Buchungslink
Zeitfenster für die Termine und auch Pufferzeit individueller einstellbar (längere Zeitfenster für längere Termine usw…) Option für ein Nachrichtenfeld (wenn wir den Buchungslink untereinander benutzen um mit der Mentorin einen gemeinsamen Follow Up zu vereinbaren. Damit wir dazuschreiben können, um was oder wen es geht) Die Person, die den Termin bucht kann auswählen welche Art von Termin sie will. (Beispiel: 15. Min. Kennenlerngespräch, 30. Min Follow up, 60 min Follow up….) Diese optionen individuell bennennen und deren Dauer selber festlegen können
Add an "In 1 week" quick option to the follow-up scheduler
When I schedule the next follow-up from a contact, the quick buttons are only In 24 hours, In 3 days and In a Month. For most of my follow-ups I work on a weekly rhythm, so I always have to open the calendar and pick a custom date and time. Could you add In 1 week as a fourth quick button, next to the existing ones? It would make scheduling a weekly follow-up two taps instead of five.
Let the API / MCP connection set a contact's Address and Country
Contacts imported in bulk through the API / AI (MCP) connection cannot have their **Address** or **Country** set: The address can only be written into the activity/note field, so it then has to be copied into the dedicated Address field by hand. country and country_code can be sent, but the Country dropdown in the app still shows the default value (Afghanistan) instead of the real country. Please make the dedicated Address and Country fields fully writable from the API / MCP connection, so large CSV contact lists can be imported end-to-end without manual editing afterwards.
private community for leads
I would like suggest to have a private community where my leads can join after see my opportunity and where I can put inside the community content to followup with them
evergreen webinars
i would like to be able to run evergreen webinars and at a specific time of the video appears a CTA to go to a link to sign up in my business. also in the video the guests can see automated comments from virtual users to increase engagement. example: https://events.clublifedesign.com/ugc-2025-en/
Daily Social Media DMO
Where is this located? Last month it was available under challenges and now it is not posted.
I was thinking it would be great if we could add contact information with the new WhatsApp feature the username, as you know it is developing mainly but the people that have it are using it more and more, so we shouldn't limit that option, we should totally have both phone number and username. Thank you for considering my suggestion.
New Pipeline category
is it possible to add a column in the pipeline that says "no" or "not right now"...i have so many people who i've gotten to that point with and I'd liek to keep track and maintain those relationships because I know situations can change...and right now I feel like I dont know where/how to organize them
Request Prospecting Tool Form Update
Is there a way, you can add, City, State and zip to the Prospect Profile form . This would be added value when talking to prospective clients and assisting with geographical specific services in my company
Completed
Booking features
Hello SAGA, I think it would be nice to have a feature that enables Booking to be selected for specific day of the week and time. Additionally, a feature that can allow multiple people book one session. For example, having ZOOM call for several prospects or customers at the same time.
Would be great to have a SMS reminder in the Bookings...
Hi, It would be great to have a SMS reminder in the Bookings! As soon as this functionality exists, I will cancel my Calendar subscription. Thanks in advance, Claire