New “Payment” section
We’ve introduced a convenient payment management center to our CRM system that makes it easy to track client finances, manage deals, and analyze statistics.
Export deals in the “Kanban” display mode
Export deals from your CRM system as XLSX or CSV files in the “Kanban” display mode. This option allows you to save data points to import them or create reports and spreadsheets.
Assign team members to checklist items
Assign a team member to every checklist item in your CRM system. This option allows you to assign different employees to specific tasks within one checklist.
Close deals and complete tasks automatically
In our flow status and dashboard settings, there are new “Deal closing timeframe” and “Task completion timeframe” options available. You can use them to automatically set a completion or closing date for all new deals and tasks that have reached this stage.
Implement two new flow launch triggers
You can now send automated flows when adding a new contact to your CRM or assigning a tag.
Generate payment links in CRM
You can now create payment links right in your CRM system and share them with your customers. There are detailed statistics available for each transaction: payment method, payment amount, currency, description, status, date, and time.
Finding and merging duplicates in CRM
Get rid of the duplicated contact data by searching for duplicates by name, surname, phone number, or email.
The image display that is linked to in CRM
A preview will now appear automatically when adding a link to an image, and the full image will be displayed after publishing. Working with photos of documents, screenshots, etc. has become much more convenient!
CRM and Google Calendar integration
Use this integration to add scheduled events from your calendar to a CRM deals and task tracker and the other way around.
Attaching files to deals, tasks, and contacts
You can add images, videos, audio recordings, and text documents in different formats.
Integration with Binotel
Make and analyze your calls using the CRM system, monitor your call duration and time, and listen to your call recordings. You can also create deals during incoming and outgoing calls.
New deal view mode — Calendar
Now you can view your deals in a calendar and select a specific period of time (month, week, and day).
Integration of subscription forms with CRM
Collect leads via a subscription form and transfer them to your CRM to create new contacts and deals.
Filter by custom variables
You can now filter your CRM contacts by variables you’ve created yourself.
Filters for completed deals
You can view and filter information about completed deals and bring these deals back to work.
There is now a data dashboard that provides full visibility into your pipelines, deals, and assigned team members.
Several contacts for a single deal
We’ve added the possibility to add multiple contacts to one deal.
Now you can import a list of contacts with fields to your CRM to add new contacts or change information in existing contacts.
SendPulse CRM API
Now you can integrate your system with CRM from SendPulse using our API.
Display options for your deals
To make your work with deals easier, you can specify what fields to hide or show in your list.
Custom variables in contact list
Now you can show and hide variables in the contact list.
Сontact export from your CRM to mailing lists
You can export all your CRM contacts and their information manually or automatically to mailing lists.
CRM and payments integration
Add a payment button and you can continue working with the client after payment because the contact will be automatically added to the CRM funnel.
Editing and deleting comments
Add comments manually to the deal card or the contact card.
Several chatbots in the contact or deal card
If a contact has several chatbots, you can choose a relevant chatbot for communication.
Messengers in the contact card
Now you can specify instant messengers and filter contacts in the contact card.
Chatbot integration with CRM
The integration helps you set up a target action of the chatbot message and fixate it like the finished deal and the contact in your CRM.
You can filter contacts by adding a period, owner, contact detail, source, messenger type and name, tag, etc.