Currently, the sales goals feature is only available under the Estate and Forest plans, but this is such a critical function for every business no matter where their growth status is. It would be great is sales goals were available under all paid plans.
Many businesses like mine also have a need for recurring tasks. Since recurring tasks are also often replicated across customer accounts, it would be great to have the ability to create task templates. For example, I need to schedule a meeting to review financial reports with every client on a monthly basis. It would be great to have a template for a series of tasks (Prepare financial statements, Close the books, Schedule financial review, etc.) and set them to recur once every month.
