I'd like to be able to save proposals as templates so that I have a format to start with for each new client.

Linking monetary assets to an accounting section or other website would be helpful to keep everything in one place instead of having to transfer it all over.

I would like to be able to add in my business expenses and be able to see transactions including money going in and money going out. Similar to what Fiverr Workspace have.

Love Indy but it needs more CRM capabilities for me

I'd like to be able to schedule tasks for certain weekdays of the month. The third of Monday of each month, for example, rather than each month on the 17th

I would like to be able to assign a priority level to tasks

I currently use Todoist for all my tasks - would love to be able to integrate them into Indy.

I'd like to be able to embed a project's task board on an external site.

I'd like to be able to build different packages in a proposals that my client can select and then have an invoice generated from their selection.

I'd like to be able to view form responses on mobile.