Client Birthday Automation de Flami

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Sales and CRM
Client Birthday Automation

Avaliação

Sem avaliações
Instalações

14
Desenvolvedor

Flami

Descrição

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.

Instruções de instalação

Suporte técnico

Segurança de dados

Criado: 04.12.2024

Suporte técnico

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

Instruções de instalação

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

Segurança de dados

Saiba mais

Client Birthday Automation

O aplicativo solicita permissões para acessar os dados:

CRM

acesso total: visualizar, criar, editar e excluir leads, contatos, empresas, negócios, faturas, orçamentos, atividades, campos do usuário etc.

Feed

acesso total: adicione, edite e exclua postagens, comentários e destinatários no Feed

Usuários (básico)

ler lista de usuários e informações de contato

Processos de Trabalho

acesso total: visualizar, criar, editar e excluir ações do fluxo de trabalho, regras de automação e gatilhos; visualizar lista de tarefas; executar fluxos de trabalho

Aplicativo incorporado

acesso total: visualizar, criar, editar e excluir widgets

Bate-papo e notificações

acesso total: visualizar, criar, editar e excluir bate-papos e mensagens; conectar usuários ao bate-papo; editar bate-papos; ler todas as mensagens do bate-papo

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Client Birthday Automation

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