Client Birthday Automation mengikut Flamix

Laman utama
Sales and CRM
Client Birthday Automation

Pengkadaran

Tiada perkadaran
Pemasangan

72
Pembangun

Flamix

Penerangan

A "Client Birthdays" application that provides a daily list of Contacts with upcoming birthdays.

Features:

Automatic Notifications: A workflow is launched daily, allowing you to set up any action for the client, such as sending an SMS greeting.
Personal Notifications for Managers: Send a reminder to the responsible team member to personally congratulate the client.
Live Feed Option: Enable a "Post to Live Feed" option so team members can manually reach out and congratulate the client.
Birthday Overview: View clients’ birthdays today, tomorrow, or even for the coming week directly in the app.

Pricing (cancel anytime)
Free 30-day trial. Monthly and annual subscription prices.

Arahan pemasangan

Sokongan teknikal

Keselamatan data

Ditambah: 12/04/2024

Sokongan teknikal

Contacts - https://flamix.solutions/about/contacts.php

Arahan pemasangan

Installation, setup and FAQ - https://flamix.solutions/bitrix24/bpm/birthday-clients.php

Keselamatan data

Ketahui lebih lanjut

Client Birthday Automation

Aplikasi tersebut meminta kebenaran untuk mengakses data:

CRM

full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.

Suapan

full access: add, edit and delete Feed posts, comments and recipients

Pengguna (asas)

baca senarai pengguna dan maklumat hubungan

Business Processes

full access: view, create, edit and delete workflow actions, automation rules and triggers; view task list; run workflows

Application embedding

full access: view, create, edit and delete widgets

Chat and Notifications

full access: view, create, edit and delete chats and messages; connect users to chats; edit chats; read all chat messages

Pengkadaran

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Ulasan

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Client Birthday Automation

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