Sept. 2024 crmgrow Feature Updates: Automations & Contact Records

Our Product and Development team has been diligently enhancing features within crmgrow. ๐Ÿš€ Continue reading to discover the updates to Automations and Contact Records. ๐Ÿ“Šโœจ

Automations

You can click on the "shared with" column name ๐Ÿ“‹ to view all shared Automations ๐Ÿ”„ at the top of the list. ๐ŸŒŸ

Contact Records

Check out the enhanced navigation flow, which enables users to access specific information related to a Contact Record easily. ๐Ÿ“‡ You can quickly send emails โœ‰๏ธ and texts ๐Ÿ“ฑ, as well as access activities, notes, and more. The tiles on the right display tasks โœ…, deals (pipeline) ๐Ÿ“Š, appointments (meetings) ๐Ÿ—“๏ธ, and any automation linked to the Contact Record.