Q: Sales Sequences, Documents, and filtering possible?
Have a few questions about the sales CRM management:
1. Do you have sales sequences that I can send to clients?
2. What about linking documents like in Hubspot?
3. Can I add custom properties and filter them from the contact screen easily?
4. Are their lists and deal kanbans to manage stages as I'm trying to sell to people?
Swami_SwipeOne
Jan 20, 2025A: Hi,
Thank you for reaching out.
1. Yes, Swipe One supports sales email sequences through workflows. You can automate personalized outreach to clients at different stages of the sales process, with triggers based on their behavior or milestones.
2. In Swipe One, you can add notes and tasks that enable you to store relevant contact activities, which may include URLs or references to external documents. We currently do not have option to upload a file in the notes. However we will include this in our upcoming updates where you will be able to upload pdf file in notes section.
3. Yes absolutely. You can create custom properties for contacts (e.g., “Lead Type” or “Source”) and filter them easily from the contact screen using advanced logical conditions (AND/OR). Filters can combine property-based and activity-based rules for precise segmentation.
4. Deals and Pipelines are on our roadmap and we will include in our upcoming updates.
Do let me know if you need more information.
regards,
Swami
Swami_SwipeOnePLUSUpdate: Pipelines & Deals with a Kanban view is live.