CRM

The CRM add-on enables you to maintain a managed database of your customers, where existing data is continuously updated through campaigns, and new data is added automatically.

While direct access to the database isn't available, you can filter and select clients at any time to send targeted email campaigns.

Please note that this functionality is not included in basic subscriptions. Please contact our team to activate it for your account or team.

The CRM Page allows you to manage your customer relationships effectively. From this page, you can:

• Create new email campaigns.

• Edit existing campaigns parameters (only for scheduled campaigns).

• Analyze results of your campaigns (only for completed campaigns).

• Delete a campaign.

While a campaign is scheduled, you can either edit or delete it.

Once a campaign is completed, you can view its statistics and delete it, but editing is no longer possible.

A CRM campaign can be deleted at any time, but this has the following effects:

• If the campaign is scheduled, all pending emails will be canceled.

• If the campaign is completed, statistics will no longer be available, but any emails already sent will remain delivered.