Category

CRM

CRM

Automation rules in CRM

Automation rules are tools that simplify customer interactions and help automate routine tasks. When a CRM item reaches a certain stage, automation rules can send emails and SMS messages, generate…
BIXIE Agency
March 3, 2025
CRM

Triggers in CRM

Triggers are tools that simplify customer interactions and automate routine tasks. They track customer actions and changes in CRM, like email link clicks, incoming calls, invoice payments, and more. When…
BIXIE Agency
March 3, 2025