social-media
Interacting with your audience frequently helps build community and rapport. It makes your brand more accessible and encourages customers to choose you over competitors. To make that easier, we added a Comment Management section inside the Social Planner so you can manage incoming comments without leaving your CRM. Table of
voice-ai
Table of Contents * Why a Voice AI Chat Widget Changes the Game * How It Works in Plain Terms * Key Benefits for Growing Teams * Step-by-Step Setup: From Widget to Working Voice Agent * Testing the Experience: A Real Conversation Example * What Happens Behind the Scenes: Post-Call Workflow * Privacy, Compliance,
CRM
Creating tasks in our CRM keeps teams accountable and schedules organized. We made it simpler to link a single task to multiple objects so you can reduce manual work and make follow ups more personalized. Here’s how it works and how to use it. What this feature does This
Custom Objects
Custom object associations help us monitor and manage relationships between objects inside our system. Opportunities let us track deals and transactions. This update makes it simple to link custom objects to Opportunities so we can see which products, properties, or customers affect each deal. What this feature does We can
google-business
Your Google Business Page is often the first contact customers have with your business. Connecting your social media and messaging channels to your GBP through the CRM is an easy way to increase interest, drive traffic, and keep your profile fresh. Here’s how to set it up and why
Workflow Automation
We rely on automation to do the repetitive heavy lifting so our teams can focus on selling, serving clients, and building products. One of the most impactful tools inside any automation system is the ability to set workflow goals that react when a contact takes a specific action. When we
smart-tags
Managing many opportunities can get noisy. We need a quick way to spot which deals meet our conditions, which ones are priorities, and which are special cases. Color-coding pipelines with Smart Tags gives us that clarity. Here is a simple guide to set it up and use it effectively.
appointment-notifications
We rely on appointment bookings to keep our businesses moving. When confirmations, reminders, reschedules, and cancellations are handled smoothly, clients show up more often, staff know what to expect, and we spend less time chasing clients and more time doing billable work. In this guide we walk through how to
Automation
Routines like a daily newsletter or a weekly internal notification should run without extra work. With the scheduler trigger, we can create and manage recurring tasks directly inside workflows. This removes the need for external schedulers, wait workarounds, or manual retriggering. Table of Contents * What the scheduler trigger does * How
Automation
We run most of our repetitive operational tasks on autopilot. Timed automations remove the need to remember small daily routines and free up our team to focus on higher-value work. The workflow scheduler trigger is the tool we use for anything that must happen on a clock instead of
course-analytics
Table of Contents * Overview: Why this dashboard matters * What this guide covers * How to access the dashboard * Top and least performing courses: what to look for * Revenue metrics: total revenue, checkouts, and upsells * Time ranges and filters: focus on what matters * Course progress funnel: spot dropoffs and act fast * Quick
inventory
Managing inventory directly in our CRM makes record keeping and customer satisfaction efficient. We built a simple bulk update tool so large inventory changes do not slow us down. Here is how it works and how to use it to save time and keep records accurate. Where to find the