marketing-automation
Photo by Javad Esmaeili on Unsplash As a business owner, every unanswered contact form or slow reply is a missed opportunity. We used to lose leads because follow-ups were inconsistent or buried in an inbox. Automating follow-ups on our website changed that. This guide explains what website follow-up automation looks
workflows
Photo by Светлана Химочка on Unsplash Documents and contracts templates make it easier to manage agreements and collect information from team members. We built a simple way to assign those fillable fields dynamically inside workflows so the right person fills out the right fields even when deal ownership changes. Why
Bulk Actions
Photo by Daniil Komov on Unsplash Quick overview Managing a growing product catalog can quickly consume time and attention. We found that moving away from manual, one-by-one edits to bulk actions transformed how we run promotions, manage inventory, and keep our storefront organized. Bulk actions let us apply the same
Photo by Vitaly Gariev on Unsplash Files shared over WhatsApp—photos, receipts, contracts, or PDFs—are often central to customer conversations. Those files used to vanish automatically because of built-in platform limits. We now store all WhatsApp media in the CRM automatically for up to one year, and you can
chat-widget
Photo by Sanket Mishra on Unsplash Requesting contact details is a key step in moving people from a website into our system. Controlling how and when we ask makes interactions feel more human, protects customer trust, and keeps our brand voice consistent across touchpoints. Here’s a clear, practical guide
personality-quiz
Photo by Marian Kamenistak on Unsplash A well-designed personality style quiz can do more than entertain. When done right, it helps us onboard clients faster, tailor our services, and turn website traffic into qualified leads. This guide walks through a practical, business-focused approach to building a personality quiz inside our
conversation-ai
Photo by Javad Esmaeili on Unsplash As a business owner, nothing frustrates me more than a missed opportunity. Every unanswered call or slow message response can mean a lost appointment, a lost sale, or a disappointed customer. Voice and conversation AI changes that by handling incoming calls and messages the
affiliate-management
Photo by Vitaly Gariev on Unsplash Why consolidating affiliate campaigns matters As a growing business, managing affiliate programs across multiple tools quickly becomes a time sink. We used to juggle separate dashboards for payments, tracking, and affiliate lists. That meant missed payouts, inconsistent tracking, and extra manual work during launches.
community-management
Photo by Juno Jo on Unsplash Communities give customers a dedicated place to meet, learn, and interact. We built a simple update that lets you control which navigation tabs members see. This reduces distractions and lets you shape each group's experience. What this change does By default, communities
CRM
Photo by Cherrydeck on Unsplash Managing customer relationships becomes a bottleneck as we scale. We need a contact system that keeps everything tidy, reduces missed follow-ups, and helps new team members get productive fast. Below we share a practical guide to the contact features we rely on in our business
shipping
Photo by Manh LE on Unsplash Accurate shipping rates reduce surprises, protect margins, and improve conversion. This guide shows how we set up shipping profiles and zones inside our business software so shipping costs are predictable and aligned with the products and regions we serve. The instructions are practical, platform-neutral,
webinars
Photo by Bluestonex on Unsplash Recurring webinars let us deliver consistent training, demos, or classes without cloning events or juggling multiple links. When set up correctly, a single webinar series handles registrations, reminders, and analytics across every occurrence. This guide explains what recurring webinars are, how to configure them step