Flamix提供的Client Birthday Automation

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Sales and CRM
Client Birthday Automation

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安裝

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開發人員

Flamix

描述

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.

安裝說明

技術支援

資料安全性

已新增： 04/12/2024

技術支援

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

安裝說明

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

資料安全性

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Client Birthday Automation

應用程式請求存取資料的權限：

CRM

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

事項動能

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

商務程序

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

聊天和通知

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

內嵌的應用程式

full access: view, create, edit and delete widgets

使用者 (基本)

讀取使用者清單和連絡人資訊

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Client Birthday Automation

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