Reminders

✅ Finished

It would be great to set up reminders and you'll get notifications when it's time to do the task.

In this image example, there are two things:

  • an example of what a reminder could look like once it's set
  • an example of how to create a reminder

It would also be great to create a reminder when you send a manual message/email as well

What do you all think about it? Any better ideas?

Arnaud Belinga

1 year ago

Arnaud Belinga

Hey Breakcolders 😀

Reminders are out! It's actually way better than just reminders. It's a whole tasks system where you can assign tasks to team members.

It's also fully integrated with the feed so you can be super productive as it also aggregate the history timeline of what happened with a B2B contact.

There's also a notifications system.

If you want to fully understand how this new feature works, you can watch this video: https://www.youtube.com/watch?v=qudQhbKX_I0

PS: bugs can be found by people the first week of a release of a new feature, please report anything so we can fix it fast

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Matteo Lefloch

Exciting news! Our team at Breakcold is currently working on developing a reminder feature that will make your life easier. Stay tuned for updates on its release.

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Arnaud Belinga changed status to ✅ Finished

1 year ago

Michal

Hi Arnaud, can you create a section in the BR called "action stream", where all tasks / reminders for the day are? Just one place to rule them all 😉

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Arnaud Belinga

Hey Michal 😀

It's planned and part of the reminders features, we'll release it in 2 instances, first the reminders themselves and then the task section that you call action stream where you'll be able to manage it all

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Diane Defores

@Arnaud Belinga: I just started with Breakcold, I really love your approach, cant wait to see Breakcold evolution 😍

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Matteo Lefloch changed status to 🛠 Planned

1 year ago

Jake Verry

Just curious, is there an ETA for this?

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Arnaud Belinga

It's released 😀

You can look at this video: https://www.youtube.com/watch?v=qudQhbKX_I0

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Ramonminino

Adding to this - Would be a great addition to add status updates automatically based on the length of time since we last connected or interacted with the lead.

So we can set that after 2 weeks the lead is set to Dying Lead - or something like that

After 1 month... Lead is cold / Dead/ Rotten etc

Something that would automatically remind us to reengaged with that lead - Then soon as I send a message or interact with the lead by commenting or sending a DM or email... it resets to Warm lead and the process starts again until I am able to either close the leads or set the lead as lost etc.

This can also be cooked into the reminders as a reminder to continuously connect with leads before they go cold

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Arnaud Belinga

Thanks for the feedback, as a first version, I think you'd be able to do what you want using the reminders, smart automation with the sales pipeline will come later on

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Kas gm

Hi there when this comes? its already perfect man.

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Arnaud Belinga

It's out! Here you go: https://www.youtube.com/watch?v=qudQhbKX_I0

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Chip Royce

Not only a good idea, ability to set recurring reminders OR a field that says how often you should plan to make sure you interacted (either you sent or received email). I see a great use of BreakCold as a relationship maintenance system for consultants and similar.

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Diane Defores

same, even for personal relationships Im thinking about using Breakcold because it focus on selected profiles, when social media keep feeding us with forced "recommendations" instead, and I never get the updates from the people I actually want to follow.

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Arnaud Belinga

It's done Chip! You can see the video here: https://www.youtube.com/watch?v=qudQhbKX_I0

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Nat Green

Reminders are very important. I've seen another software that has reminders which also included message templates based on what stage in the pipeline the contact is in.

This would be helpful so that you don't even need to think about what to say to them. You can click on a button to copy that stage's message then paste it to your contact.

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Arnaud Belinga

Yep, good point, reminders will be the next planned feature imo - most requested by new users, prospective users and current ones

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Arnaud Belinga

It's done! You can watch this video: https://www.youtube.com/watch?v=qudQhbKX_I0

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Arnaud Belinga changed status to 💡 Ideas

1 year ago