22 docs tagged with "crm"

See real-time sales activities across your CRM, including emails, notes, calls, meetings, and tasks, all in one place.

Connect Datto Autotask PSA to Business App to keep companies and contacts in sync automatically in both directions.

View your team's schedule, filter by team member or service, and book, reschedule, or cancel meetings directly from the My Meetings calendar.

Create, send, and track email marketing campaigns in Business App. Build audiences with CRM contacts and lists, personalize emails, and improve deliverability.

Manage organizations in your CRM. Create, enrich, and segment companies; associate contacts and opportunities; and log sales activity.

Manage people you engage with. Import/export, organize, and take action on contacts across campaigns, tasks, and opportunities.

Centralize contacts, companies, and opportunities in Business App CRM. Use CRM AI Standard and Pro for an AI Sales Assistant, conversation intelligence, and sales coaching.

Create custom CRM modules to track industry-specific data like equipment, properties, vehicles, or pets alongside your contacts and companies. Supports bulk import, automations, smart lists, and API.

Group, reorder, and hide CRM fields to control how your contact, company, and opportunity records are laid out.

Connect Gingr to Business App to automatically sync customer data into your CRM when a reservation is checked out.

Learn how to organize your event types into Groups and Service Menus to give customers a single link where they can choose the right meeting or service, including multi-service booking.

Learn how to send Yesware email campaigns (sequences, drip campaigns) to Business App CRM contacts. Step-by-step setup, integration, sending limits, and automation best practices included.

Create static or smart lists to segment contacts and companies, trigger automations, and streamline CRM workflows.

Review recorded meetings with AI-generated summaries, insights, participants, and transcripts in the CRM.

Create booking links, manage availability, and track meetings from within the CRM.

Track and manage potential revenue using opportunities in your sales pipeline.

Automatically pause campaigns for contacts or companies when leads go cold, bounce, or no longer qualify.

Capture in-person meeting audio from the My Meetings page and upload it to the CRM for analysis.

Add contacts or lists as recipients to send a published campaign in Business App.

Learn how to send a meeting request email directly from a contact's profile in the CRM so they can pick a time that works for them.

Create, prioritize, and complete tasks from CRM records or the task table, with filters, views, and a task queue.

Learn how to set up and manage team booking links for My Meetings in the Business App.