Including Custom Values in your tags helps you simplify the customer communication process by keeping your team aware of specific details including Dropdown, Numeric, and Date Fields to maximize their potential, simplify contact categorization, and create dynamic experiences that promote engagement.
Tags allow you to keep your contacts properly organized so it’s important to keep them updated and remove any that no longer apply to a customer. We’ve improved the Remove Contact Tag action, so now you can remove all tags.
Adding and managing the members of your courses and community groups can be quite a hassle. However, we want to make it as simple as possible for you! Introducing Client Portal in Contacts Tab, this feature allows you to handle the Offers, Groups, and passwords for your clients directly inside of the CRM.
Optimize your sales process and increase customer retention with the Ability to Add Cards on File to Contacts. This new feature aims to simplify the sales process by allowing you to add credit or debit card information to your client's contact card for easy checkout and subscription payment.
Feature Showcases
