Flamix tarafından Client Birthday Automation

Ana sayfa
Sales and CRM
Client Birthday Automation

Değerlendirme

Değerlendirme yok
Kurulum sayısı

20
Geliştirici

Flamix

Açıklama

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.

Kurulum talimatları

Teknik destek

Veri güvenliği

Eklenme tarihi: 04.12.2024

Teknik destek

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

Kurulum talimatları

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

Veri güvenliği

詳細

Client Birthday Automation

Uygulama, verilere erişmek için izin istiyor:

CRM

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

Haber Akışı

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

İş Süreçleri

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

Uygulama gömme

full access: view, create, edit and delete widgets

Kullanıcılar (temel)

kullanıcı listesini ve iletişim bilgilerini okuyun

Sohbet ve Bildirimler

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

Değerlendirme

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Client Birthday Automation

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