2023-10-13 - Client Portal upgrades

Weekly Update - October 13, 2023

Simplified Process for Adding a Card on File

We are excited to announce that we have significantly improved the client portal. Adding a card on file is now much simpler and more user-friendly. Your customers can securely store your payment information for future transactions with just a few clicks. This enhancement aims to streamline your customer's experience and make it more convenient to manage their payments.

Enhanced Customer Profile Visibility

To provide you with better insights, we have introduced a new feature in the customer profile. Now, you can easily identify whether a customer has allowed or disallowed automatic charges of their card on file. This visibility enables you to make informed decisions and tailor your approach based on individual preferences.

Review Option for Sequence Automations

We have introduced a new setting in our sequence automation feature to provide users with greater control. With this setting, users can now require a review of their automations before they run. This allows users to ensure that their automations align with their intended objectives and make any necessary adjustments if needed.

We hope that these recent updates enhance your experience with Copilot CRM. We remain dedicated to continuously improving our platform to meet your evolving needs. If you have any questions or feedback, please don't hesitate to reach out to our support team.

Thank you for choosing Copilot CRM!

Best regards, The Copilot CRM Team