2023-05-12 - Zapier integration

Copilot CRM Weekly Update - May 12, 2023

Zapier Integration

We are excited to announce that Copilot CRM now integrates with Zapier, allowing you to connect to over 5,000 apps!

As always, we have added lessons to Copilot University to help you get started with the integration. Make sure to check out the university at http://mikeandes.com/copilot We will be adding even more automation tutorials over the next week, so make sure to keep an eye out!

Check out the integration for yourself here: https://zapier.com/apps/copilot-crm/integrations

Time Tracking Page Update

We have made some improvements to the time tracking page, including a live GPS map of employees and an improved approving hours page. These changes should make it even easier for you to manage your team's time.

Generate Invoice Button

We have added a new feature that allows you to generate an invoice for all events directly from the all events page. This should save you time and make invoicing even easier.

Color Options for Event Types

We know that organization is key when it comes to managing your events, so we have added the ability to assign colors to different event types on the calendar. This will make it easier to identify and differentiate between events on your calendar quickly.

Subscription Tier Features

We have been lenient on enforcing subscription tier features, but starting this week, we will begin locking down these features. We appreciate your support and understanding as we work to improve Copilot CRM and ensure that we are providing the best possible service to all of our users. Check out the subscription tiers here to see if you need to upgrade your account: https://www.copilotcrm.com/pricing

Thank you for choosing Copilot CRM. As always, if you have any questions or feedback, please don't hesitate to reach out to our support team.

Best regards,

The Copilot CRM Team