October brought a powerful suite of new features and improvements to Serenity, crafted to simplify multi-location management, boost CRM functionality, and enhance marketing flexibility. Here’s a look at the new tools and updates now available to support your business:
A game-changer for multi-location businesses and agencies, this feature centralizes the management of business listings across various locations. With bulk control, real-time performance tracking, and a unified dashboard, managing multiple listings has never been easier.
Highlights:
Link text and date fields in documents to custom values for contacts or documents, automatically updating relevant records once signed. Export completed fields as CSVs for streamlined data management.
How to Use: Within the Documents editor, link fields to custom values, enabling auto-updates upon signature. Export data from the dashboard for easy tracking.
Signature blocks and other elements now stay locked in position, providing a stable and professional layout, even with document edits. This improvement eliminates prior issues with floating elements.
Simplify data entry with the AutoComplete Address feature, using Google Places API to suggest and complete address fields as users type.
How to Use: Add the address field to forms, customize field visibility, and toggle the AutoComplete feature for quick address input.
Take your CRM to a new level with SMS Group Chat, allowing multiple contacts in a single conversation to streamline group coordination and communication.
How to Use: Start a new message in the Conversations section, select “Group Message,” and add participants. Messages will reach all group members, keeping everyone in the loop.
Manage reviews across several Facebook pages in one dashboard, monitor customer feedback for various locations, and showcase reviews collectively.
Key Benefits: Gain a comprehensive view of customer sentiments across brands or locations without toggling between accounts, enhancing reputation management.
Organize documents with side-by-side column layouts, improving readability and professional presentation.
Track Facebook and Instagram performance across metrics like reach, engagement, and audience demographics. Real-time alerts help you stay connected without reauthentication interruptions.
Key Insights: Visualize engagement, impressions, and audience demographics to guide your content strategy.
Get detailed data on listings’ visibility, user interactions, profile views, and device usage with the new Listings Analytics Dashboard. Make data-driven adjustments to improve online presence.
Customize your live chat widget to reflect business hours. Set specific times for availability and auto-responses for off-hours, creating a seamless customer experience.
Personalize email campaigns by adding conditional elements that display only to selected contacts, providing a unified approach to customized content.
Benefits: Save time by consolidating targeted content within a single campaign while tracking all data in one view.
To make the most of these updates:
These updates elevate Serenity’s capabilities, bringing faster workflows, smarter communication tools, and improved analytics to support business growth and client satisfaction.
Disclaimer: This publication and the information included in it are not intended to serve as a substitute for consultation with business consultants and professionals. Specific business, financial, legal issues, concerns and conditions always require the advice of appropriate professionals. Any opinions expressed are solely those of the participant and do not represent the views or opinions of this company.
Serenity is a CRM, Social, and busines automation platform for small and micro business owners that pour creativity and attention to detail in to every customer.
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