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Automate CRM (Elay CRM) Ideas Portal đź’ˇ

Your Voice Matters. We value your feedback, feature requests, and ideas — and we take every suggestion seriously to build a better product for you.

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Showing 14 of 14

Branching

Branching so that when a subject opens and or Reads an email something else happens, similalry those that bounce and or unsubscribe, or do not open something else happens. This is a pretty basic feature of an email CRM platform.
Michelle Ansell about 1 month ago in  0 New

"NOT" or "Does Not Contain" filter when building searches

Being able to build searches using a “NOT” or “does not contain” filter would make it much easier to segment people who don’t meet specific criteria.
Guest 2 months ago in  0 In triage

Ability to bulk delete talent pools and distribution lists

This would be helpful as vincere is bogged down with loads of old distribution lists and talent pools, which make them hard to manage since using elay as talent pools and distribution lists are key for many of our automations but we have so many o...
Charlie Horton 24 days ago in  0 New

Adding the ability to clone searches like we can do with Automations and chatbots.

Will help re-create campaigns.
Charlie Horton 24 days ago in  0 New

Ability to add a merge tage for the automation owner name

This will allow for us to send emails from the automation owner as opposed to the candidate owner, which can sometimes be out of date on Vincere. Will just make it easier and quicker. For the client as well.
Charlie Horton 24 days ago in  0 New

Folders or tags for automations, chatbots and searches

If we can tag or allocate folders to chatbots, searches and automations, it will help with organisation.
Charlie Horton 24 days ago in  0 New

Export / Download a candidates answers to the chatbot in Pdf or Word formate

If for example, we are using a chatbot to answer questions that might be requested by a client, having the ability to download the chat or have it automatically attached as a file on their vinny record would be great!
Charlie Horton 24 days ago in  0 New

Please automatically pull in and record Elay activities with a contact or candidate as an activity in Vincere and not just a note.

We really should be able to search and filter in Vincere by last activity date and activity date that includes elay activity. Currently any interaction just gets pulled in as a comment/note which is not easily filtered by in Vincere, and it doesn'...
Guest 4 months ago in  1 In triage

Enable Job Leads Search to Automate Lead Chasing

Being able to search for job leads should be a key feature. Then users could set up automations when a new job lead gets added to Vincere, it automates sending the job lead contact (hiring manager) emails introducing the user's agency and services...
Guest 2 months ago in  0 Under review

Add Activity Follow ups

To flag to consultants that a client is engaged and an action call, or intervention might be needed
Michelle Ansell about 1 month ago in  0 New