Client Birthday Automation của Flami

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Sales and CRM
Client Birthday Automation

Điểm

Không có điểm
Cài đặt

14
Nhà phát triển

Flami

Sự miêu tả

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.

Hướng dẫn cài đặt

Hỗ trợ kỹ thuật

Bảo mật dữ liệu

Đã thêm: 12/04/2024

Hỗ trợ kỹ thuật

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

Hướng dẫn cài đặt

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

Bảo mật dữ liệu

Tìm hiểu thêm

Client Birthday Automation

Ứng dụng yêu cầu các quyền để truy cập dữ liệu:

CRM

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

Bản tin

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

Người dùng (cơ bản)

đọc danh sách người dùng và thông tin liên hệ

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

Điểm

0 /5

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Đánh giá

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Client Birthday Automation

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