Birthday Calendar from CRM

Birthday Calendar from CRM
Elephant
Darmowe
zakupy w aplikacji
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Birthday Calendar from CRM - is a great opportunity to see visual representation of your client’s age and birthday dates inside your Bitrix24 CRM.


Features:

- Calendar with birthday dates sourced from Leads and Contacts;

- Anniversaries from Leads and Contacts, highlighted in color;

- Additional data in a popup window (Full name, birthday date, upcoming age, company name, Lead or a Contact);

- Switching to a Lead or a Contact via single click.


Wide range of features also include:

- Viewing of all records per month without limitation;

- Viewing of any month;

- Notifications within several days (number of days can be configured) prior to upcoming birthday dates for the responsible staff (checklist can be configured as well);

- Assigning tasks within several days (number of days can be configured) prior to upcoming birthday dates for the responsible staff (checklist can be configured as well);


Upcoming new features:

- Disabling birthday dates mapping for already converted Leads;

- Registration date can be specified for a Company entity. Calendar will show the company’s upcoming age;

- Automatic birthday greeting for a client via e-mail.

- The automatic birthday greetings for clients via phone call.


The free version restrictions:

- Viewing only first 12 records per month;

- Viewing only current month.


You’ll never have to worry about missing important birthdays of your clients ever again!

If you have encountered problems with the installation and operation of the app, please inform us promptly via e-mail bitrix24@elephant-group.ru

                               

You can send your feedback about the app as well!

Wersja 2
You asked and we did it!
We updated the functionality of the application and added new features!
Full description of all features is on the "Description" page

Please submit your questions and suggestions to bitrix24@elephant-group.ru

All requests are reviewed in the order as we receive them. We will reply to all your requests without exception.

Installation will be done automatically.