My current CRM solution is ClickUp. It's very flexible for me to manage contacts, tasks, time tracking, etc. What I love about ClickUp is the option to paste images from the clipboard (screenshots, for example) and files (Word, Excel, etc) into the note-taking area of every task. This is a must-have for me. Are there any plans to add this feature?
Someone sent me an invitation to look at this tool. As I am about to launch a small marketing agency, however, I am looking at it and it seems to me that it is more suitable for an e-commerce business, therefore, I have a couple of questions:
1) Can this CRM serve for a small Marketing agency or only for an e-commerce? 2) I am in a Spanish-speaking country, can this CRM be customized for Spanish-speaking users/teammates/leads/clients? 3) The automated workflow offered within this tool works the same as the workflow/auto-responder offered by my ESP?
1) It's not made only for e-commerce businesses. It can be utilized by any business as we serve as a general purpose CRM. Especially suitable for agencies 2) We are working on localizing all our apps to Spanish and few other languages. You can expect this update in the next few weeks 3) I believe so. I'm not sure how your ESP works but we do offer the same...
Thanks for your prompt answer. A few other questions:
1) I'd acquire a Tier 2 license. If I like this tool could I upgrade to Tier 3 later on? 2) I have TidyCal (calendar) and InfluencerSoft (Funnels builder) can they be connected to NinjaPipe? 3) Could you please elaborate more on the Automation workflows to have a full understanding of this? What do you mean that you add every 2-3 wks?
Hi! 1) Yes sure thing! :) 2) This integration is coming soon 3) We introduce new actions every other week such as new triggers and actions like "On tag added", "Send Whatsapp message", etc just to name some examples
Please be informed that I already purchased a Tier 2 license.
As mentioned I'm about to launch my Marketing agency in a month or so. Therefore, I'm gonna start using NinjaPipe by then and see if it fits my needs to acquire Tier 3. Hope you can honor such an upgrade.
Thanks,
Eduardo
Q: LTD vs subscription
I was looking at your website and Tier 1 LTD seems to be linked to your "Essential" subscription but the integrations (Pabbly, Zapier), AI and Email, and BYOK are not available in the Essential category. Just want to make sure they are included in Tier 1 LTD before I purchase and begin set-up.
A: Hi there! The tiers on our website are not the same as they are the monthly subscriptions. The Tiers you see here on AppSumo were specially made for this promotion only. But yes, Tier 1 includes BYOK as well :)
Hello! We are an agency that helps people get leads. Is it possible to create workspaces? When a lead comes from a website, we would like them to be able to login to see there leads and work on them... Best regards
A: Hi there! Yes you can do this by inviting these 'clients' to your workspaces created for them. Client A can have their own workspace, Client B can have their own workspace. Please keep in mind that the workspaces are tied to your subscription and you will be the owner, however you can give them admin access.
Q: Do you have the same things as these? what is the difference?
https://appsumo.com/products/easy-text-marketing-platform/#founder-post-9
Q: paste an image from clipboard
My current CRM solution is ClickUp. It's very flexible for me to manage contacts, tasks, time tracking, etc. What I love about ClickUp is the option to paste images from the clipboard (screenshots, for example) and files (Word, Excel, etc) into the note-taking area of every task. This is a must-have for me.
Are there any plans to add this feature?
Dinuka_NinjaPipe
Oct 4, 2024A: Hi there! Haven't seen that before but it's not a major Dev task for us. I reckon we can add it with one of the updates :)
Verified purchaser
Great news. Thank you
Q: I'm new to CRMs...
Hi,
Someone sent me an invitation to look at this tool. As I am about to launch a small marketing agency, however, I am looking at it and it seems to me that it is more suitable for an e-commerce business, therefore, I have a couple of questions:
1) Can this CRM serve for a small Marketing agency or only for an e-commerce?
2) I am in a Spanish-speaking country, can this CRM be customized for Spanish-speaking users/teammates/leads/clients?
3) The automated workflow offered within this tool works the same as the workflow/auto-responder offered by my ESP?
Look forward to hearing from you,
Eduardo
Dinuka_NinjaPipe
Oct 4, 2024A: Hi Eduardo! Happy to answer these!
1) It's not made only for e-commerce businesses. It can be utilized by any business as we serve as a general purpose CRM. Especially suitable for agencies
2) We are working on localizing all our apps to Spanish and few other languages. You can expect this update in the next few weeks
3) I believe so. I'm not sure how your ESP works but we do offer the same...
Verified purchaser
Thanks for your prompt answer. A few other questions:
1) I'd acquire a Tier 2 license. If I like this tool could I upgrade to Tier 3 later on?
2) I have TidyCal (calendar) and InfluencerSoft (Funnels builder) can they be connected to NinjaPipe?
3) Could you please elaborate more on the Automation workflows to have a full understanding of this? What do you mean that you add every 2-3 wks?
Thnx
Verified purchaser
Hi!
1) Yes sure thing! :)
2) This integration is coming soon
3) We introduce new actions every other week such as new triggers and actions like "On tag added", "Send Whatsapp message", etc just to name some examples
Verified purchaser
Thanks for your answers.
Please be informed that I already purchased a Tier 2 license.
As mentioned I'm about to launch my Marketing agency in a month or so. Therefore, I'm gonna start using NinjaPipe by then and see if it fits my needs to acquire Tier 3. Hope you can honor such an upgrade.
Thanks,
Eduardo
Q: LTD vs subscription
I was looking at your website and Tier 1 LTD seems to be linked to your "Essential" subscription but the integrations (Pabbly, Zapier), AI and Email, and BYOK are not available in the Essential category. Just want to make sure they are included in Tier 1 LTD before I purchase and begin set-up.
Dinuka_NinjaPipe
Oct 3, 2024A: Hi there! The tiers on our website are not the same as they are the monthly subscriptions. The Tiers you see here on AppSumo were specially made for this promotion only. But yes, Tier 1 includes BYOK as well :)
Q: Workspaces
Hello!
We are an agency that helps people get leads.
Is it possible to create workspaces? When a lead comes from a website, we would like them to be able to login to see there leads and work on them...
Best regards
Dinuka_NinjaPipe
Oct 3, 2024A: Hi there! Yes you can do this by inviting these 'clients' to your workspaces created for them. Client A can have their own workspace, Client B can have their own workspace. Please keep in mind that the workspaces are tied to your subscription and you will be the owner, however you can give them admin access.
Verified purchaser
And they can only see their own workspace?
Verified purchaser
That's correct! :)