I am simplifying our sales pipeline for website and maintenance projects. Too many stages made the board noisy, but too few stages made it difficult to see where a lead…
Jack Wilson • • 0 replies
I want a customer journey that starts after a paid order, adds the buyer to CRM, sends internal notifications, collects onboarding details, and gives the customer…
Laura Garcia • • 2 replies
We need several sales reps inside WordPress, but each person should see only contacts and deals assigned to them. Managers should see the full pipeline. How…
Laura Garcia • • 3 replies
A calculated field would help with values such as days since last purchase, expected revenue, or a score based on several fields. Ideally it could be…
Lucas Meyer • • 4 replies
When a deal moves to Won I want to tag the contact, start onboarding, create a task, and notify another system through a webhook. Is stage…
Lucas Meyer • • 2 replies
We have several years of WooCommerce customers and want to bring them into Bit CRM. Email should be the unique identifier, and repeat customers should update…
Marcus Turner • • 3 replies
I built a flow that receives a form submission, asks OpenAI to summarize the lead, scores intent from the message, creates or updates the contact in…
Thomas Walker • • 3 replies