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
Add field 'Employee size' to CRM form
Manage partner birth date on lead/opportunity
Adding and manage address infomation in Vietnam
Adds 5-star rating field to CRM Opportunities
AI-powered CRM assistant using GPT for lead analysis and insights
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
Configure automatic activities for CRM
Auto schedule activity for different stages and make them enable mandatory to be close before stage move to another and can be configure for any stage with different no. of activities with and without mandatory to be closed.
Make CRM activity header sticky
Track all customer interactions (emails, calls, messages) in one CRM dashboard.
CRM Opportunity Leads Products from Template
CRM Analytic Account
Assign oportunity to a Commercial in CRM