Leads, Opportunities, Activities
Add a 'New Project' button in CRM and display linked projects with a smart button.
Get Data CRM, connect Chat Whatsapp live for your WebSite
Add field 'Business type' to CRM form
Enhance CRM Leads/Opportunities with business profile fields and sync them from related customers
Adding customer's Enterprise Scale, Ownership Type and Industry to Lead/Opportunity
Get and store the Dicom score of your leads
Add field 'Employee size' to CRM form
Manage partner birth date on lead/opportunity
Assign lead to another saleperson
Integrate Sales Team Advanced with CRM
Automate email sending based on CRM stage transitions.
Adding and manage address infomation in Vietnam
Adds 5-star rating field to CRM Opportunities
Import, enrich, and qualify leads with OpenAI, OpenRouter, and SerpAPI
The CRM access app manage a separate groups for CRM app.
Allow team leader to view opportunities related to sales team
Automate CRM acknowledgment emails for lead stage changes – Customize and trigger emails
Adds action management in CRM