Business App

Business App users can capture and store various types of activities and associate them with their contacts As part of our efforts to become the system of record for our customers, we are working to improve the way we capture and store customer data on the platform. In addition to the new Contact and Company models, which respectively capture information about individuals and organizations, we also have an activity model that captures related events, such as calls, meetings, emails, and many more. To improve upon this current functionality, we plan to develop a new CRM activity model to better serve our platform users. Business App Users will be able to: Create, read, update, and delete the contact’s activities Able to find contacts based on the contact’s activities Support other services and vendors to extend and update the activities model

Business App users will be able to capture and store information about their contacts in the CRM easier. As small business owners, managing customer relationships is crucial to their success. With the new CRM, we hope to help SMB owners to manage and organize their customer data from different sources, and ultimately drive more revenue for their businesses. The same Contact table will also be available in Reputation Management to help our users manage and send out review requests. Business App Users will be able to: Create, read, update, and delete contacts Search for contacts by phone number, name, and email Filter contacts by tags, created date, name, phone number, and emails Upload contacts in bulk Sync the contact table with the existing customer list to maintain existing integrations Support other services and marketplace vendors to extend and update the contact model