Flamix の Client Birthday Automation

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Sales and CRM
Client Birthday Automation

評価

評価なし
インストール数

24
開発者

Flamix

説明

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.

インストール手順

テクニカルサポート

データのセキュリティ

追加日: 12/04/2024

テクニカルサポート

Contacts - https://flamix.solutions/about/contacts.php

インストール手順

Installation, setup and FAQ - https://flamix.solutions/bitrix24/bpm/birthday-clients.php

データのセキュリティ

深入瞭解

Client Birthday Automation

このアプリは以下のデータへのアクセス権限を要求します:

CRM

full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.

社内掲示板

full access: add, edit and delete Feed posts, comments and recipients

業務プロセス

full access: view, create, edit and delete workflow actions, automation rules and triggers; view task list; run workflows

チャットと通知

full access: view, create, edit and delete chats and messages; connect users to chats; edit chats; read all chat messages

ユーザー (基本)

ユーザーリストと連絡先情報の読み取り

アプリケーションの埋め込み

full access: view, create, edit and delete widgets

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Client Birthday Automation

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