- Integration – Form Builder
- Integration – Thanks.io
- Integration – Tranzpay: Payment overview Data – Clickable
- Integration – Tranzpay: Add notes and files
- Integration – Tranzpay: Request Payment from your agency website
- Automation – Includes Reminder, Task, Postcards
- Automation – Save as draft feature added
- Engagement – CSV Upload in List
- Engagement – Select All agents in Template Share
- Engagement – Select All agents in List Share
- Client Pulse – Agents and send info.
- Pipeline Manager – Shareable labels
- Pipeline Manager – Deals stayed on the stages
- Pipeline Manager – Warning to add a contact in a shared card if contact doesn’t exist
- Pipeline Manager – Copy or Move a deal to another pipeline
- Pipeline Manager – Email notification for the task due, cards due – Current day
- Pipeline Manager – Better UI for Upload files
- Pipeline Manager – Congratulating the team after a Deal won by an Agent
- Pipeline Manager – Forwarding email for each pipeline
- Pipeline Manager – Forecast feature in Pipeline
- Pipeline Manager – Checklist Automation
- Pipeline Manager – Notes in Custom Quotes
- Pipeline manager – Email and Task Analytics in Timeline.
- Tags – Pipeline Manager, Account
- Contacts & Deal Cards – Customized mandatory fields in Setting
- Contacts & opportunity – Select All option
- Contacts – Merge contact library – Duplicate data cleanup
- Contacts – New UI
- Contacts – Sorting in Custom fields
- Contacts – Shareable tags
- Contacts – Personal/Commercial Added
- Single Contact Drip (SCD) – Add Tasks
- SCD – Send Immediately option, for all stages
- Goals – Add goals for Year & all Agents
- Task List – Pagination for sorting, searching
- Task List – Select table column
- Task List – Send email notification to the assignee for a completed task
- Task List – Task Type feature added
- Forms – Import Contact Us Form from Admin account
- Opportunities – Add Notes, delete opportunity, select table column
- Reports – Select multiple categories in Policy, pipeline, Opportunity
- Policy – Edit restriction by Admin
- Dashboard – Monthly status of Policies and Premium
Additional Notes: Backend Activities
- Implemented complete logs monitoring tools, APIs response time and resource usages monitoring tools and real-time metrics of the backend resources
- Changed the architecture for the won/lost in which there were some changes in 84,000+ pipeline cards
- Lead Sources changes and created unique IDs for these so that these could be reused (Dropdown of Sources in Pipeline)
- Campaign server stabilization. Before triggering any email from the system it will check in a list of 100,000+ list of bad emails. In this, we ran a script into 10,000,000+ records and filtered out all the bad emails. It has improved the deliverability and the trigger timing.
