Feature Updates

Copy Contact Workflow Enhancements

Enhance the workflow action of copying contacts between sub-accounts. Update existing contacts within the selected sub-account. Organize contacts effectively by adding multiple tags to newly copied contacts. Skip copying contacts without an email or name, streamlining your workflow.

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Contact Scoring

Contact Scoring enables users to assign and track engagement scores for contacts based on their interactions, allowing for more targeted and automated follow-up actions.

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Transactions, Invoices & Subscriptions In The CRM Contact

Our RevFunl CRM now allows you to seamlessly view and manage transactions, subscriptions, and invoices directly within a contact's record, providing a centralized and efficient way to track and handle financial interactions.

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Dashboard Widgets for Contacts & Appointments

Our RevFunl CRM allows you to customize your dashboard with insightful statistics, such as contacts with email or phone numbers, total contacts, and appointment widgets for tracking upcoming appointments.

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