Premier Preneed 360 Platform 4+

Name: Premier Preneed 360 Platform
Author: Justin Nalls

Justin Nalls

Σχεδιάστηκε για iPad

- Δωρεάν

Περιγραφή

We Help Funeral Homes and Family Service Counselors thrive With Our All-In-One Sales & Marketing Platform

Premier Preneed 360 Platform is the all-in-one platform that will give you the tools, support, and resources you need to succeed.

Automate – Lead to sale and everything in between (Capture, Nurture, Close)

CRM – Have all these features.. and more at your fingertips

Generate - Real-time leads online (Facebook and Google)

Grow – Funeral Home Google reviews and Aftercare program (Online & Offline)

Online Booking – Automate your appointments

Pipeline & Preneed Funnels - Know instantly where prospective preneed dollar$ are stashed

Power Dialer – Let us do all the Smiling & Dialing for you

Reputation Management – Keep your firm at the top by management of product and service search website results

27 Αυγ 2024

Έκδοση 3.79.4

>Change contact while scheduling an appointment - You can now update the contact while you are scheduling a new appointment.
>Custom value support for custom meeting location: Custom values are now supported inside the Custom meeting location field.
>Calendar notes improvements: Calendar notes will no longer be truncated. You can tap on “View more” to view the entire text added inside calendar notes.
>New Invoice Dashboard - A new dashboard that displays the most important information you want to view - Earnings that have been collected vs Earnings yet to be collected.
>Invoice listing - A clean interface to see all of your invoices in every state (draft, due, paid, etc.), irrespective of whether the invoice was created on web or mobile.
>Conversation AI selection enhanced - A more elaborate view to check the complete result generated by the conversation AI before choosing it.
>Send review request: Now send review request to a contact directly from the conversation window of that contact.
>View external calls logs - All external calls made to a contact will now be visible inside the conversation window of that contact.

Ο δημιουργός «Justin Nalls» υπέδειξε ότι οι πρακτικές απορρήτου της εφαρμογής ενδέχεται να περιλαμβάνουν τον χειρισμό δεδομένων όπως περιγράφεται παρακάτω.Για περισσότερες πληροφορίες, δείτε την πολιτική απορρήτου δημιουργού.