More automation, more control!

Your customer data is alive.

Tasks: it’s out of beta!

We’ve been working for a while on the new tasks module, and we’re proud to announce that it’s ready to go out of beta! 💪

A tela de hoje agora é mais fácil de trabalhar. Suas tarefas criadas por você mesmo têm prioridade e são exibidas na parte superior. As tarefas sugeridas são mostradas abaixo, com as mais recentes primeiro para facilitar a leitura.

You can now also make use of handy account inactivity tasks. ⚡ These tasks trigger when an account becomes inactive for x days. The amount of days is customizable and can even be set by pipeline stage.

The fact that the Tasks module is going out of beta also means that we’re now saying goodbye to the Home screen. 👋 All reminders have been converted into tasks, so you can just keep working in the improved tasks module.

Zapier: mais fácil de usar, mais possibilidades

First of all, we’ve made the Zapier integration easier to use. Many fields have been turned into dropdown menus, so you can immediately find what you’re looking for.

You can now also automatically create tasks, meetings, calls and messages in your accounts using Zapier. ⚙️ This means you now have full control to enrich your account timeline with data from other apps.

We’ve also added the possibility to trigger on new tasks. Want to put something in your calendar or in Slack when a task is created: check!

Import module in beta

Want to load customer data into Salesflare? 💾

We’ve made an easy to use import module with which you can map your CSV file’s fields to the Salesflare fields with a few clicks.

Any data that failed to import is returned in a ‘skip file’, that you can fix and retry to complete the import.

Want access? Just hit us op on the live chat! 💬

Upload your own pictures and logos

In case Salesflare hasn’t automatically found a picture for a contact or a logo for an account, you can now add an image yourself. 🖼️

Resizing and cropping is built in, so you don’t need to make manual changes on your computer before uploading the image.

Create a contact straight from an account

Missing a contact on an account and it wasn’t added automatically yet?

Não há mais necessidade de alternar entre os dois. 👌 You can now create that contact straight from the account. Just click “manage” below “Contacts” on the account and then “Create new contact”.

Order your custom fields

Want to re-order your custom fields? 🤔

Basta acessar Settings > Customize fields e arrastar e soltar!

Faster website tracking

We’ve made the website tracking script smaller and faster, to speed up the loading of your website. 🚀

Vá para Settings > Applications & integrations para obter o novo script!

A series of improvements and bug fixes

Melhoramos o desempenho aqui e ali, corrigimos os bugs que você relatou, ajustamos alguns fluxos de aplicativos e muito mais.

Keep the feedback coming — we thrive on it! 👊

Coming up next… 🥁

  • A possibilidade de fazer upload de arquivos para as contas
  • Vários endereços de e-mail nos contatos
  • Ações de edição e exclusão em massa
  • Mais automação de tarefas!

Tem alguma dúvida ou precisa de ajuda? Sinta-se à vontade para enviar feedback ou enviar um tweet para @salesflare.

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