New features 2020.09

Version update: Integration with Twilio SMS, invitation to video call, exporting calendar to PDF

Hanna CRM is exceptional for its various integrations. While choosing a system, it is important to know how it will match with entire company’s IT infrastructure. Hanna CRM has got many standardised integrations. This month one more was added – integration with Twilio SMS! Read more about it below.

Integration with Twilio SMS

Hanna CRM has a new integration with Twilio SMS. Thanks to it, you can automize sending SMS messages to your potential customers. Indicate after how many hours since lead status has been changed he should receive an automatic SMS message. For example, if you create new lead with status Hasn‘t been contacted, he can immediately receive your SMS message „Thanks for reaching out. We will be contacting you soon“. You can also manage SMS templates in the system.

Invitation to video call

Hanna CRM was added with another improvement – option to add link to video call in task and send it to a client! It is especially relevant to these times when majority of meetings go online. After creating video conference link and sending to your customer, you will be able to join a meeting straight from task review form.

Exporting calendar to PDF

Hanna CRM has one more new function – from now on you can export calendar view to a PDF document! It is especially useful if you have users who are “Not a system user” and do not have a login.

Please share with us, what new features you would like to see in the future – we will be glad to take your ideas into consideration when improving our system! Write us via email support@hannacrm.eu.