InsuredMine CRM | Optimize and Grow Your Insurance Agency

SMS, email, Files, Automation, and full timeline in Card view

Now, within the card view in pipelines, we’ve incorporated SMS, email, files, automation, and a comprehensive timeline view for more accessibility and efficiency.

Use Case: Enhance your pipeline management with SMS, email, file integration, automation, and timeline view to streamline communication, organization, and productivity.

To View the Enhancement:

  • Go to the pipeline module.
  • Then, select any deal card and click on it.
  • Now, we have added extra features such as SMS, email, Files, Automation, and a full timeline in the Card View.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?




Generic filters

Most Search: Ams360Release Notes