Client Birthday Automation de Flami

Inicio
Sales and CRM
Client Birthday Automation

Evaluación

No hay evaluaciones
Instalaciones

8
Desarrollador

Flami

Descripción

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.

Instrucciones de instalación

Soporte técnico

Seguridad de los datos

Agregado: 04.12.2024

Soporte técnico

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

Instrucciones de instalación

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

Seguridad de los datos

Más información

Client Birthday Automation

La aplicación solicita permiso para acceder a los siguientes datos:

CRM

acceso total: ver, crear, editar y eliminar prospectos, contactos, compañías, negociaciones, facturas, cotizaciones, actividades, campos de usuario, etc.

Feed

acceso total: agregar, editar y eliminar publicaciones en el Feed, comentarios y destinatarios

Usuarios (básico)

leer la lista de usuarios y la información de contacto

Business Processes

acceso total: ver, crear, editar y eliminar acciones de flujos de trabajo, reglas de automatización y disparadores; ver la lista de tareas, ejecutar flujos de trabajo

Chat y Notificaciones

acceso total: ver, crear, editar y eliminar chats y mensajes; conectar usuarios a chats, editar chats, leer todos los mensajes de chat

Incorporación de aplicaciones

acceso total: ver, crear, editar y eliminar widgets

Evaluación

0 /5

5 estrellas

4 estrellas

3 estrellas

2 estrellas

1 estrella

Reseñas

¡No hay reseñas!

WordPress forms integration

Any forms. Official WordPress modules. Simple. Unlimited

(0)

(2272)

Google Sheets integration

Synchronization of Bitrix24 with Google Sheets: automatic upload, division into sub-tables, real-time data update

(0)

(1577)

Google Drive integration

Google Drive integration for viewing folders and files in the Bitrix24 interface. Flexible access settings.

(0)

(1890)

WordPress WooCommerce store integration

Official WooCommerce module. Simple. Unlimited

(0)

(1293)

Google Forms integration

Bitrix24 and Google Forms integration. Filling out the form creates a Lead or Deal. Select a matching field.

(0)

(615)

Google Analytics and Facebook Pixel integrations

Integrate Facebook Pixel and Google Analytics offline conversion to optimise your ads

(0)

(663)

Twilio SMS

Plugin add "Twilio" provider for sending SMS. Show delivery status in CRM, supports multiple send types, queues, and PRO settings.

(1)

(331)

Single phone format for all countries

Automatically converts all phones to the same format for Bitrix24 CRM to work correctly when entering Leads and Contacts from different sources

(0)

(160)

Telegram Notifications

Plugin enables Telegram notifications via bot or business process. Send important notifications with formatting, buttons, media, location, and contacts. Free setup for you or your team.

(0)

(255)

Sync products with your site

Regular products and catalog structure synchronization.

(0)

(294)

Client Birthday Automation

Más aplicaciones