PROPOSAL "VIEWED" & PROPOSAL "ACCEPTED" PUSH NOTIFICATIONS
Our previous CRM had the best feature and we miss it very badly and need it at Job Nimbus. When we email a proposal to a customer, change order, work order etc the second they open and view the proposal I and any team member assigned gets an IMMEDIATE push notification on our phones that says "Proposal Viewed" and then another one "Proposal Accepted". This automatically tells me 2 things
1) They for sure seen my proposal
2) Now I know I can follow up with them and see if they have any questions on the proposal I sent them that I now know that they have seen.
There is nothing worse than emailing a proposal to a customer (Covid has us all emailing proposals) and a week goes by and you don't have a clue if they seen it or even received it. with my old CRM if I don't get a "Proposal Viewed" push notification within 24 hours I am on the phone with them or sending another email with them. When I told my sales people that Job Nimbus doesn't offer this feature they were very upset and asked me to push the envelope on this. We need this feature.
Richard Tooley
shared this idea
This should be released on both iOS and Android by the end of October 2023.
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Tootsie Magpusao commented
I know that this discussion is pretty old, but I feel your struggle. I am also searching for a CRM that will show me that proposals were viewed and accepted. Have someone found a solution?
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Caleb Moore
commented
Need this