Easier App Management in Your CRM

Keeping track of the apps connected to your CRM can get messy fast, especially when something stops working or needs attention. With clearer app views, helpful filters, and quicker actions, it’s now much easier to see what’s installed, spot issues, and take care of updates or connection problems without wasting time.

📌 Why This Matters

If you rely on connected apps for payments, communication, scheduling, or day-to-day operations, visibility matters. This updated app management experience helps you quickly find problems like failed payments, broken connections, or pending updates so you can fix them sooner and keep your business running smoothly.

✨ What’s New

  • Separate app views: Installed apps are now organized into clearer sections, making it easier to understand which apps are connected at the business level and where they are being used.
  • Quick filters: Filter apps by updates available, payment failures, or connection issues so you can find what needs attention right away.
  • Faster actions: Take actions like updating, fixing, or managing an app directly from the app list instead of clicking through extra screens.
  • More visibility: See app status, connection details, and current plan information in one place for easier decision-making.

🛠️ How to Use It

  1. Step 1: Open the Installed Apps section in your CRM.
  2. Step 2: Review the app list to see statuses, connection details, and plan information.
  3. Step 3: Use the filters to quickly find apps with updates available, payment failures, or connection issues.
  4. Step 4: Select the app that needs attention and take the available action, such as fix, update, or manage.
  5. Step 5: Check this section regularly to catch small issues before they interrupt your customer experience or daily operations.

💡 Pro Tip

Review your installed apps once a week so payment or connection issues don’t quietly block leads, sales, or customer follow-up.

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