Introducing Dynamic Customization: Enhance Your Account Manager Experience!

Exciting New Customization now available for Your Account Managers!

We are thrilled to announce our newest feature release, which offers a new level of customization for your account management tabs! Now, you have the power to rename the tabs as promoters or referrers, campaigns to funnels, and payout to payment, or any other name that suits your business. This change will now reflect everywhere the name is used inside the account manager.

By introducing this dynamic customization setting, you can rename the account manager tabs to something that more closely aligns with your branding, provides clarity to your teams, and makes the navigation more intuitive for users. Not only adherence to your specific operations or industry, this functionality offers numerous benefits:

  • Personalized User Experience: Customized labels better reflect its purpose within your system, making it more fit-for-purpose and user-friendly for your team.
  • Better Understanding: It reduces potential confusion among users with a more intuitive tab function.
  • Brand Consistency: A more consistent naming convention aligns more closely with your brand identity, contributing to a more professional clientele experience.
  • Increased Engagement: More descriptive, brand-aligned tab names draw more attention, encouraging users to explore its contents.
  • Enhanced Navigation: It improves usability and navigation of your platform, enabling users to locate information or tools faster and with ease.
  • Improved Satisfaction: Users will likely have a more positive experience with your platform, leading to higher satisfaction and retention rates.

The way to tap into these advantages is straightforward. Here's how you can rename your account manager tabs:

  1. Navigate to Marketing > Account manager
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  2. Go to Settings in the Account Manager
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  3. Customize the names of the tabs according to your preferences
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Embrace this personal touch and deliver a unique brand experience by customizing your account manager today!

Explore More Product Updates ->

In case you missed it, check out our previous announcement on Enhanced Email Reporting and More Precise Statistics.

SMBcrm logo with intertwined blue and green design.

Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.