NEXT CRM

  • ENHANCED! Make Call
    • Start calls by calling ‘into the system’ for any line – designed specifically for clubs without extensions or direct phone numbers for sales staff.  Retains all call functionality of VFPnext including call tracking, recording and more.
  • ENHANCED!  Referral Modal
    • Referral Modal now accepts entries with either Phone or Email (or both)
  • NEW!  For clubs with ABC Financial Integration – Status Triggers to Auto Start Communication Tracks
    • Auto start communication Tracks for: Expired, Frozen, Pending Cancel, Past Due and Return for Collection Members
    • Auto start communication Tracks for Cancelled Members – this function allows the communication to be customized down to the reason for cancellation.  For example:  Set-up a Track for Cancelled Members who gave the reason – ‘unhappy with the facility’
  • NEW! Email Functionality
    • Preview and Test Track Steps
    • ‘One-Off’ or ‘Ad-hoc’ emails – Announce an unexpected event like a power outage, Open House or even July 4th Hours!  Enhancement streamlines the ability to send one-off communications right from the Leads/Members page
  • NEW! Agenda Filter
    • Filter your Agenda by Lead/Member Type to help group like items together – great for clubs with high call volumes!

REPORTING

  • ENHANCED! KPI Report
    • Percent to goal display
  • ENHANCED! DTK/ Guest Register Report
    • Visual Count for Repeat Guest Activity
    • Guest Pass visibility – the DTK Report visually shows passes, complete with sort capability
    • Sort by Name, Email, Phone, Lead Source, Pass, Staff, Signature Link, Date and Status (Registered, Toured, Price Presented, Enrolled)
    • Export report data
    • Visual cue that Report is ‘loading’
    • Daily Email for Admins with productivity from the day prior and month to date
  • Campaigns
    • View results by Campaign including:  Sent, Opened, Clicked, Bounced, Calls, Texts, Opt Outs (Email, Call & Text)
  • Various Bug Fixes