Charge Contacts With Any Connected Payment Provider
Published on: 21/06/2024
This feature enables charging and saving cards across multiple payment providers, enhancing flexibility for users with diverse payment processing needs.
System Updates
Signing Order In Documents & Contracts
Published on: 17/06/2024
This feature allows businesses to manage the signing order of documents and contracts, enhancing control and efficiency in the document signing process.
System Updates
View all Contact Notes For A Company
Published on: 06/03/2024
Seamlessly view, add, and edit notes for all contacts associated with a specific company within the CRM. This feature enhances collaboration and organization by consolidating notes in one centralized location.
System Updates
New Dashboard Widgets for Contacts & Appointments
Published on: 09/02/2024
Our CRM introduces powerful contact widgets, allowing you to customize your dashboard with insightful statistics, such as contacts with email or phone numbers, total contacts, and more. Additionally, ...
System Updates
New Feature: Contact Engagement Score
Published on: 13/12/2023
Our CRM introduces a Contact Engagement Score, a powerful metric that measures the level of interaction and responsiveness of your contacts or leads, enabling businesses to prioritize communication, l
System Updates
New Feature: Copy Contact Workflow
Published on: 10/11/2023
We’re excited to share a fantastic update with you regarding our CRM system that will significantly enhance your business operations.
System Updates
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