Version History For Forms & Surveys: An innovative feature that automatically saves and tracks multiple versions of forms and surveys, allowing businesses to easily review changes and revert to previo... ...more
System Updates
March 26, 2024•1 min read
A powerful tool that allows businesses to boost email engagement by effortlessly resending campaigns to contacts who haven't opened the initial email, increased open rates and maximized campaign effec... ...more
System Updates
March 14, 2024•1 min read
A powerful new feature that allows businesses to offer flexible payment options, boosting conversions and simplifying the purchasing process for customers. ...more
System Updates
March 10, 2024•2 min read
The CRM now enables you to set 24-hour availability from midnight to midnight, ensuring uninterrupted access and removing time slot limitations. ...more
System Updates
March 10, 2024•2 min read
The CRM now offers CC and BCC support for invoices, allowing business to easily include additional stakeholders when sending invoices, streamlining communication, and enhancing client engagement. ...more
System Updates
March 09, 2024•1 min read
Enhance your experience with The CRM's service calendar by customizing its appearance using CSS, allowing you to tailor it to your brand and preferences. ...more
System Updates
March 08, 2024•1 min read
This feature enhancement allows users to set a default name and email address for dedicated sending domains, ensuring consistent branding and improving email deliverability by preventing conflicts and... ...more
System Updates
March 08, 2024•2 min read
The addition of floating text field elements in the Document and Contract Editor revolutionizes the user experience by allowing seamless integration of text fields, flexible placement, and efficient a... ...more
System Updates
March 07, 2024•1 min read
With Member Analytics, you can track member engagement, and preferences, enabling you to adjust and personalize as well as increase content understanding. ...more
System Updates
March 06, 2024•1 min read
This new feature enables seamless connection between salespersons and leads through automated call initiation upon key press, enhancing efficiency and ensuring timely client engagement. ...more
System Updates
March 06, 2024•1 min read
The CRM introduces a dynamic image slider element in the email builder, allowing users to create visually engaging and interactive email campaigns with customizable carousel-style image representation... ...more
System Updates
March 05, 2024•2 min read
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 ... ...more
System Updates
March 04, 2024•1 min read
Split Testing In Workflows: Effortlessly integrate split testing into your workflow, saving time and ensuring your email campaigns are finely tuned for success. ...more
System Updates
March 04, 2024•2 min read
Imagine launching a new product or service and needing to quickly onboard affiliates for promotion. With the Advanced Affiliate Onboarding feature, effortlessly add affiliates, customize their campaig... ...more
System Updates
March 03, 2024•2 min read
Limit Sold Products Inventory On Order Forms & Online Store: Now you can track and limit product quantities seamlessly across order forms, online stores, funnels or websites with the latest CRM update... ...more
System Updates
March 02, 2024•2 min read
All-In-One Inbox
Website Chat Widget
Online Appointment Booking
Automated Nurture Sequence
Email & SMS Marketing
Phone System & Power Dialer
Reputation Management
Streamline Sales
Generate More Leads
Build Your Brand
Impress Existing Customers
Automate Tasks
Generate Leads
Auto Lead Follow-Up