Flamory provides the following integration abilities:
To automate your day-to-day Clevertim CRM tasks, use the Nekton automation platform. Describe your workflow in plain language, and get it automated using AI.
Flamory provides advanced bookmarking for Clevertim CRM. It captures screen, selection, text on the page and other context. You can find this bookmark later using search by page content or looking through thumbnail list.
For best experience use Google Chrome browser with Flamory plugin installed.
Flamory helps you capture and store screenshots from Clevertim CRM by pressing a single hotkey. It will be saved to a history, so you can continue doing your tasks without interruptions. Later, you can edit the screenshot: crop, resize, add labels and highlights. After that, you can paste the screenshot into any other document or e-mail message.
Most people store their contacts (customer and companies they deal with) in their emailing client - which is perfectly fine, until you hire more people, who need to access the same list of contacts and sales opportunities and read up on the history of communication with those customers.
CleverTim is an intuitive, easy to use, web based contact manager, a mini-CRM (customer relationship management) tool for small businesses. Keep all your contacts in one place, share them, access them from anywhere via your desktop, laptop, mobile phone. Never lose a sales opportunity again because you don't follow up properly or because you are too disorganized.
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Clevertim CRM is also known as Clevertim. Integration level may vary depending on the application version and other factors. Make sure that user are using recent version of Clevertim CRM. Please contact us if you have different integration experience.