A: that's a good idea. We don't have it at the moment.
As a workaround you can use our "Stay in touch" functionality. You can setup a stay in touch cadence on each group and it will remind you about a contact, if there was no activity recently.
Q: Is this a Notion/notion agency kit ALTERNATIVE?
(2) In the future, might you allow us or enable us to connect our (AS) MailFox or Vbout or Acumbamail or Zagomail accounts as implied (if so, which ones are more likely)? (3) All users can access via iOS or Android, right? (4) This is not a sales approach but can we use it as a public standards enforcement agency establishing requirements and if so, how would or does the Ai feature help in this way? (5) What are some other Ai benenfits (that might come or are here) (6) I would like to share your brand and make your company more popular but other Sumolings are looking for whitelable or non-branding features. Please briefly share your thoughts or vision about that. (7) Is there a way on this platform to instantly publish PUBLIC NOTES either to a social media site throguh you or via a website or your own hosting source? And is this interactive like a social media site, so we can get feedback? And can I do this without Pabbly or zappier other monthly paid services (you can give one example or more). (9) is there a storage limitation and can we upload (or link to/from) photos so that diagrams and faces can be shared and what sizes or megabytes? (10) Who are your top two or three competitors if I may ask... I dont know if I am allowed to ask that but it helps us know more about you if we can ask that. TY
A: (13) To confirm, it is acceptable and fine to remove a user (one of the 25) and replace them with a different worker from time to time, correct? There are no hang ups concerning that, right?
Yes, you can add,delete and replace users. As long as you have less than 25 users after the changes you are covered by AppSumo Tier 3 license
(14) this is in English but is it OK to be multilingual as...
(12) This is almost perfect except that we need a notes-based interface for limitless "ideas" and public sharing of these touchpoints with others for the benefit of the client... so we need an automated way to publically share these notes which is not a viable option right now is it, but is there a way to automate the notes side or even a workspace of the notes section to be made public for the...
(13) To confirm, it is acceptable and fine to remove a user (one of the 25) and replace them with a different worker from time to time, correct? There are no hang ups concerning that, right?
(14) this is in English but is it OK to be multilingual as well by what we write? but you dont support Right to Left writing architecture, but you do support Chineese/Japanese/Korean characters, right?
Thanks a lot for all your questions. Please see my answers below:
1. Is this a Notion/notion agency kit ALTERNATIVE?
Not at all. We are purely a relationship management tool or CRM if you wish. So we only help with taking notes about your relationships. Nothing else that Notion offers.
(2) In the future, might you allow us or enable us to connect our (AS) MailFox or Vbout or Acumbamail or...
Q: Will we have or can we have work spaces by 2025?
I really hope to use this with Role Asigned team mates by ascribed workspaces so that I can organize my team members and maybe also asign my clients by workspace or at least earmark them with hashtags so that I know which client fits in which department (or workspace)... will this be possible by 2025 hopefully... (2) I mean more specifically, when you add it, will we Sumolings be included in this simply needed feature or will you possibly as us to pay monthly for such a feature as workspaces in the future?
(1) Can we upload date to your address book via Apple's vCard (with the extension . vcf), or the archive (. abbu), LDAP Data Interchange Format (. ldif) ? (2) Can we reverse that? How and in what formats can we download from your platform so that we can use our data elsewhere?
say I have a va or sales person I want to follow up on leads, but dont want them seeing my "friends" list or whatever... do you have it on your roadmap to be able to give permissions to subusers?
Q: Can we have "looped" reminders?
For example every month or every second month or whatever?
Mark_Parma
May 15, 2024A: that's a good idea. We don't have it at the moment.
As a workaround you can use our "Stay in touch" functionality. You can setup a stay in touch cadence on each group and it will remind you about a contact, if there was no activity recently.
Share Parma
Q: Is this a Notion/notion agency kit ALTERNATIVE?
(2) In the future, might you allow us or enable us to connect our (AS) MailFox or Vbout or Acumbamail or Zagomail accounts as implied (if so, which ones are more likely)? (3) All users can access via iOS or Android, right? (4) This is not a sales approach but can we use it as a public standards enforcement agency establishing requirements and if so, how would or does the Ai feature help in this way? (5) What are some other Ai benenfits (that might come or are here) (6) I would like to share your brand and make your company more popular but other Sumolings are looking for whitelable or non-branding features. Please briefly share your thoughts or vision about that. (7) Is there a way on this platform to instantly publish PUBLIC NOTES either to a social media site throguh you or via a website or your own hosting source? And is this interactive like a social media site, so we can get feedback? And can I do this without Pabbly or zappier other monthly paid services (you can give one example or more). (9) is there a storage limitation and can we upload (or link to/from) photos so that diagrams and faces can be shared and what sizes or megabytes? (10) Who are your top two or three competitors if I may ask... I dont know if I am allowed to ask that but it helps us know more about you if we can ask that. TY
Mark_Parma
May 15, 2024A: (13) To confirm, it is acceptable and fine to remove a user (one of the 25) and replace them with a different worker from time to time, correct? There are no hang ups concerning that, right?
Yes, you can add,delete and replace users. As long as you have less than 25 users after the changes you are covered by AppSumo Tier 3 license
(14) this is in English but is it OK to be multilingual as...
Share Parma
Verified purchaser
(11) and is there "unlimted storage" on the top teir or top two tiers, and if it is not unlimited then how and when do you cap that?
Verified purchaser
(12) This is almost perfect except that we need a notes-based interface for limitless "ideas" and public sharing of these touchpoints with others for the benefit of the client... so we need an automated way to publically share these notes which is not a viable option right now is it, but is there a way to automate the notes side or even a workspace of the notes section to be made public for the...
Verified purchaser
(13) To confirm, it is acceptable and fine to remove a user (one of the 25) and replace them with a different worker from time to time, correct? There are no hang ups concerning that, right?
(14) this is in English but is it OK to be multilingual as well by what we write? but you dont support Right to Left writing architecture, but you do support Chineese/Japanese/Korean characters, right?
Verified purchaser
(15) Just to confirm, in tier 3 you offer limited team members up to 25, but UNLIMITED clients and collaborates on relationships. is that correct?
Tier 2 is capped at 10,000 relationships/contacts. Tier 3 offers unlimited relationships/contacts
Thanks a lot for all your questions. Please see my answers below:
1. Is this a Notion/notion agency kit ALTERNATIVE?
Not at all. We are purely a relationship management tool or CRM if you wish. So we only help with taking notes about your relationships. Nothing else that Notion offers.
(2) In the future, might you allow us or enable us to connect our (AS) MailFox or Vbout or Acumbamail or...
Q: Will we have or can we have work spaces by 2025?
I really hope to use this with Role Asigned team mates by ascribed workspaces so that I can organize my team members and maybe also asign my clients by workspace or at least earmark them with hashtags so that I know which client fits in which department (or workspace)... will this be possible by 2025 hopefully... (2) I mean more specifically, when you add it, will we Sumolings be included in this simply needed feature or will you possibly as us to pay monthly for such a feature as workspaces in the future?
Mark_Parma
May 15, 2024A: we actually already have Workspaces. So you are free to create new workspaces and have different teams on each of the workspaces.
NB! keep in mind that each Workspace would require a separate license. So one AppSumo license is meant for 1 workspace.
Share Parma
Verified purchaser
Will Calandar syncing and Address Book work with those two Apple's Original Apple made apps (and others)? TY
Verified purchaser
(1) Can we upload date to your address book via Apple's vCard (with the extension . vcf), or the archive (. abbu), LDAP Data Interchange Format (. ldif) ? (2) Can we reverse that? How and in what formats can we download from your platform so that we can use our data elsewhere?
at the moment we only offer calendar sync with Google Calendar and Outlook
Q: Do you plan on rivaling personal CRM's like Clay?
☺️
Mark_Parma
May 15, 2024A: Not exactly. Parma could be well used for personal use cases, but the key audience are small businesses.
Share Parma
Q: Do you have plans to add user segmentation...
say I have a va or sales person I want to follow up on leads, but dont want them seeing my "friends" list or whatever... do you have it on your roadmap to be able to give permissions to subusers?
Mark_Parma
May 15, 2024A: yes, this is on the roadmap already now!
Share Parma