Run Compliance Audit/Surveys
Manage and ensure compliance for your locations using self-audits or field visits.
- Define audit questions and surveys.
- Send audits to locations for self-auditing.
- Audit using mobile while on location.
- Score and extract information from audits.
- Share audit results with locations for corrective measures.
Xero Integration
Integrate CRM with the Xero accounting software. Send invoices and payments from CRM to Xero. Automatically import invoices and payments from Xero to CRM.
Use Marketing Email Templates For Sales Emails
You asked, we listened. Use your marketing email templates while sending sales emails. The list of templates on the sales email screen will show both sales and marketing email templates.
Improved Workflows
Until this release, you could automatically assign tasks after an event/date. With this release, you can choose to assign tasks before or after an event/date. For example, automatically assign a task to follow-up 5 days before a contract renewal date.
Remind your clients before an appointment and include the appropriate appointment details in the reminder email.
Library Improvements
- Rename files and folders within the library.
- Preview PDFs and images without needing to download them.
Phone Dialer Improvements
- Your calls will be logged as notes automatically. You will not need to click the “Log the Call” button anymore.
- Introducing more granular call recording options. Depending on your local regulations, you can either choose to automatically record all calls or record individuals calls as needed.