Client Birthday Automation de Flamix

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Sales and CRM
Client Birthday Automation

Evaluación

No hay evaluaciones
Instalaciones

51
Desarrollador

Flamix

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

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