Community Forum

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  • Workflow Automation

    With workflow automation many task can be automated ... Like Once lead is captured send a Email or Create a task etc.

    Alex Jhonson
    #New Feature#Misc 🤷

    0

  • Intercom Integration

    Intercom Integration

    Alex Jhonson

    0

  • Twilio integration

    Twilio integration

    Alex Jhonson
    #New Feature#Integrations 🔗

    0

  • Scheduler to book meeting directly with Calendar

    Users can create their own meeting page so visitors can book the meetings, can manage the settings, look n feel. These events should be visible on Activity screens.

    Alex Jhonson
    #New Feature#Improvement 👍

    0

  • Zoom Meeting Link with in Activity

    While creating a Meeting via Activity, the User can send a Zoom Meeting link.

    Alex Jhonson
    #Integrations 🔗

    0

  • Xero Integration

    Create Invoices and Quote in the app itself

    Alex Jhonson
    #Integrations 🔗

    0

  • Bulk Email Integration

    Users can send Email to selected bulk and single Lead, Deal and People via Saino.io, Sendgrid etc.

    Alex Jhonson
    #New Feature#Integrations 🔗

    0

  • SMS Integrations

    Users can send SMS to selected bulk and single Lead, Deal and People.

    Alex Jhonson
    #New Feature#Integrations 🔗

    0

  • WhatsApp Integration

    User can send WhatsApp t o deals and leads

    Johan
    #New Feature#Integrations 🔗

    1

  • Quick Books Integration

    Create Invoices and Quote in the app itself

    Alex Jhonson
    #Integrations 🔗

    0

  • Zapier integration

    Inbuilt Zapier integration will help you to connect with 1000+ apps and you can automates many task with the same.

    Alex Jhonson

    0

  • Deals Value

    Deals value will be shown on the stages so you get an idea how much volume is their in the pipeline stage within the board.

    Alex Jhonson
    #New Feature#Improvement 👍

    0

  • Reorder Add forms fields

    Now on add popup screen you can reorder the fields. Now this is fully customisable as you can add custom fields and can place them whenever you want.

    Alex Jhonson
    #New Feature#Improvement 👍#Misc 🤷

    0

  • Campaign Automation

    Multi stage automations for channel like SMS, Email and whatsapp

    Alex Jhonson
    #New Feature#Integrations 🔗#Misc 🤷

    0

  • Products catalog

    Products catalog where multiple products can be added and linked to the deals.

    Alex Jhonson
    #New Feature#Improvement 👍

    0