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Beta Products & Features
23
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Beta Products & Features

CRM - In-house CRM tool
Provide an in-house CRM tool as an add-on or as part of a plan.
0
CRM - Send emails within AgencyAnalytics
The ability to send out emails from within AgencyAnalytics using the CRM contact info to contact groups/individuals.
0
CRM - Allow for syncing with company email
Request to allow for sync their sales reps email to the agency account and it automatically pulls any emails between the sales rep and the client email to that company so that they can see all communication.
0
CRM - Allow for editing of stages
Allow for us to custom edit the stage names so we can use the CRM in a little more flexible manner.
0
CRM - Restrict access to the feature on permissions for users
Remove access to Companies tab (CRM) to certain users with user permissions.
0
Autocreate CRM Companies for any Campaigns in AA
Since Campaigns are typically individual companies, AA can autocreate those as Companies under Customers in the Companies Lab feature.
0
Sub-Companies for Clients with Multiple Locations
I have a couple of clients who have multiple locations and those locations are billed separately. It would be nice to have the ability to track that they are sub locations within the CRM.
0
CRM - Share pipeline with other platforms for contact
Option to share pipeline with other platforms for contact purposes. (eg. share pipeline to Klaviyo for the purpose of contacting individuals/groups)
0
CRM - Connect/Sync with payment provider
Option to connect/sync a payment provider such as Stripe
0
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