Client Birthday Automation โดย Flamix

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Sales and CRM
Client Birthday Automation

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ผู้พัฒนา

Flamix

รายละเอียด

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.

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การสนับสนุนทางเทคนิค

ความปลอดภัยของข้อมูล

เพิ่มเมื่อ: 12/04/2024

การสนับสนุนทางเทคนิค

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

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

ความปลอดภัยของข้อมูล

เรียนรู้เพิ่มเติม

Client Birthday Automation

แอปร้องขอสิทธิ์เพื่อเข้าถึงข้อมูล:

CRM

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

ฟีด

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

Business Processes

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

ผู้ใช้งาน (พื้นฐาน)

อ่านรายชื่อผู้ใช้งานและข้อมูลติดต่อ

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

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Client Birthday Automation

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