Premier Preneed 360 Platform 4+

Name: Premier Preneed 360 Platform
Author: Justin Nalls

Justin Nalls

Progettata per iPad

- Gratis

Descrizione

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 ago 2024

Versione 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.

Lo sviluppatore, Justin Nalls, ha indicato che le procedure per la tutela della privacy dell’app potrebbero includere il trattamento dei dati descritto di seguito. Per scoprire di più, consulta l’informativa sulla privacy dello sviluppatore.