Learn about all the details of all our recent CRM updates here.
In this new release, we are excited to announce the addition of a new application, the AI Editor, to our CRM marketplace. This application is designed to help you create stunning email templates and custom client pages with ease. In addition, we have incorporated activity logs for your clients and potential leads. This will allow you to keep track of their progress and stay up to date with their current status.
An innovative tool that uses artificial intelligence to suggest improvements to text-based communications like emails and pop-up notifications
Enhances emails and adds customized tabs to the CRM with unlimited creative possibilities
Helps users launch campaigns and promotional materials with ease
Logs all clients and leads interactions in one place, allowing for easy monitoring and tracking of activities
Provides an overview of all actions taken on the account
Increases transparency and accountability by identifying the person responsible for each action taken
Install the AI Editor on your CRM by following the steps below:
Go to marketplace and click "Obtain".
You will be redirected to a page providing you with a brief background on the AI Editor. Click "Obtain" to proceed with the installation.
The AI Editor can be used in the following modules:
Notify - Emails and Popup Notifications
Navigation
Agreements
Email Templates
Side tabs are added to distinguish between:
Simple Editor - default
Advanced Editor - AI Editor
Navigate to "Advanced" to start using the AI Editor.
A popup notice will appear to inform you that switching the editor mode will clear all current content.
Click "Switch" to proceed.
Various tools are available for you:
Content
Blocks
Body
Simply drag them into the content and amend accordingly.
Please see the detailed breakdown of the AI Editor below:
You can also adjust the formatting and style of your content to be optimized for mobile.
Simply click onto the "Mobile" icon and you will preview your content from a mobile device perspective. Make the necessary adjustments to the layout and style of the content.
With the addition of activity logs to the Clients and Leads detail page, brokers now have the ability to easily monitor and track all activities carried out on the account. This feature also allows them to identify the person responsible for each action taken. By providing this level of transparency and accountability, brokers can effectively manage client accounts and ensure that all actions are properly documented and tracked.
The activity logs can be found under the "Info Updates" tab:
