Filters in the Pipeline allow you to sort, organize, and retrieve specific information from the CRM database. They make it easier to manage customer relationships, track sales, and make data-driven decisions.
There are three types of filters available:Each filter has its own input field, and you can select multiple filters and options simultaneously. Click here for more details!
We've redesigned the interface to provide a more intuitive and visually pleasing experience, allowing you to navigate and manage your projects with ease.
For more details on Pipeline functionalities click here!
Pipelineas a Customer Relationship Management (CRM) is a structured approach for managing and nurturing customer potential leads or prospects throughout their journey from initial contact to conversion or closure. It involves organizing and tracking leads as they progress through different stages of the sales process, typically represented as a visual pipeline.
Have a sneak peek and check out the latest updates HERE!
You are now able to mark conversations as unread so that you can go back to them later.
Blue indicator for UNREAD message!
Allowing multiple re-entering would level up your automated campaigns. Previously, once a contact met the criteria and received the campaign messages, they could not reenter the same campaign. However, with our new update, your contacts can now reenter and re-trigger the same campaign multiple times.
Customer reviews play a vital role in shaping your business's online reputation, attracting new customers, and retaining existing ones. Responding to reviews can help boost your search engine visibility and drive more organic traffic to your website.
Referrizer's AI-generated, SEO-optimized replies make it easy for you to manage your reviews efficiently and effectively.
The new reporting system will provide you with insights, information, and evidence to support your decision-making, evaluation, compliance, communication, and performance-tracking needs.
Reportsin the sidebar navigation has been added. Clicking on it on different pages would be available depending on the module your business is currently using with Referrizer.Read More!
Unleash the power of AI for better messaging with Smart Text. This is an AI-powered feature designed to help you create more effective and engaging content for your emails and text messages.
Use Smart text for Email and Text (SMS) field on Contact's Profile pages. Read More!
Watch the introduction video:https://youtu.be/wO7eAkRrx-Q